Case Study: The Burgess Group saves time and streamlines event support with Jotform AI Agents

Jotform AI Agents help an award-winning Dallas real estate firm save valuable time

The Burgess Group, a Dallas-based Keller Williams real estate firm, used Jotform to streamline client intake, surveys, and event communications, but found that managing repetitive attendee questions and registration for its annual Fall Festival was time-consuming for a small team. As attendance grew to more than 500 community members, the firm needed a more efficient way to handle routine inquiries while maintaining its polished, boutique brand.

Using Jotform AI Agents, The Burgess Group created a conversational agent named Sunny to handle event registration and answer common questions about activities, food, guests, pets, and logistics. Jotform’s AI Agent helped save the team an estimated $200 to $400 during the event, with potential for thousands in savings across multiple events each year, while also freeing staff to focus on higher-value client and business interactions.

The Burgess Group

Drew Burgess

Owner