The Add Contact Info feature lets you easily add or update contact information directly through an AI bot. You can manage contact details such as name, phone number, email, business name, and more, keeping your contact data accurate and up to date and improving your data management processes overall.

How It Works

Access the Add Contact Info Feature

Navigate to the Conversation AI settings in your account, then edit an existing bot or create a new one.

Head to the Bot Goals tab.

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

If you're creating a new bot, make sure to edit the bot name or assign a new one before accessing this feature.

Set Up the Fields

  1. Action Name: Assign an action name to clearly identify the update. For example, "Contact's Date of Birth."
  2. Select Field: Choose the specific field you wish to update, such as name, phone number, email, business name, or date of birth.
  3. What to Update: Provide a brief description of the update. For instance:
  • For Date of Birth: "This is the birth date of the contact."
  • For Business Name: "This is the business name of the contact."

Add extra fields if necessary by inputting the required information in the provided fields.

Click Save to finalise the settings.

Output Example (Optional)

Include an example of the updated information in the additional information section for clarity (e.g., "5th Jan 1990").

Following these steps will help your bot manage contact information efficiently, improving both the customer experience and day-to-day operations.

✍️Important Notes

  • The bot will only update fields that are empty in the contact information.
  • Email and phone numbers are automatically updated and do not require manual input through this feature.

Best Practices for Bot Prompts

After saving or updating contact information, make sure to include clear instructions in the bot's prompt for collecting customer details. For example: "Ask the customer for their date of birth."

Without this instruction, the bot won't prompt for the required information, and the field will remain unfilled.

Example Prompt for Collecting Contact Information:

Before booking an appointment, always ask the following questions in order:

  1. Ask for the customer's name.
  2. Ask for the customer's email.
  3. Ask for the customer's phone number.
  4. Ask for the customer's date of birth.
  5. Ask for the customer's business name.