Overview

The Conversation AI: Add Contact Info feature allows an AI bot to collect and update contact details—such as name, phone number, email, and other information during conversations, helping to keep contact records accurate and up to date.

Key Features and Benefits

• Efficient Updates: Simplify the process of updating contact details directly through the bot, saving time and improving accuracy.
• Customizable Fields: Add or update specific fields, such as name, email, or phone number, to meet your business needs.
• Improved Customer Interaction: Collect accurate data with structured prompts, ensuring a smoother experience for both customers and businesses.

How to Use the Add Contact Info Feature

Accessing the Feature

1. Navigate to the Bot Goals tab.

2. Click on the Add Contact Info button to access contact details.

3. If creating a new bot, edit or assign a name to the bot before accessing this feature.

• Always include mandatory instructions in the bot’s script to ensure the required data is collected.
• For appointment bookings, ensure the bot asks for:
  • Customer name
  • Email
  • Phone number
  • Date of birth
  • Business name

Best Practices for Bot Prompts

1. Action Name: Assign a name to the update action for easy identification (e.g., "Contact’s Date of Birth").