Conversation AI: Add Contact Info

Accurate and up-to-date contact information is critical for improving customer interactions and streamlining communication. The Add Contact Info feature allows you to seamlessly update or add key contact details—like name, phone number, email, business name, and date of birth—directly through an AI bot. This article explores the benefits of this feature and provides a step-by-step guide to setting it up for optimized contact management.

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.

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

Setting Up the Fields

1. Action Name: Assign a name to the update action for easy identification (e.g., "Contact’s Date of Birth").
2. Select Field: Choose the specific field to update (e.g., name, phone, email, business name).
3. What to Update: Add a brief description of the update. For example:
   • If updating Date of Birth: "This is the birth date of the contact."
   • If updating Business Name: "This is the business name of the contact."
4. Output Example (Optional): Provide an example to clarify the update (e.g., "5th Jan 1990").
5. Click Save to finalize your settings.

Adding Prompts for the Bot

• Include clear instructions in the bot’s prompt to collect customer information.
• Example: "Ask the customer for their date of birth."

Best Practices for Bot Prompts

• 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

Important Notes

• The bot updates only empty fields in contact records.
• Email and phone number fields are updated automatically without requiring manual input through this feature.

Pro Tips

• Use detailed prompts to guide the bot in collecting specific data efficiently.
• Regularly review and update bot prompts to align with evolving business needs.

FAQ

1. What happens if the bot’s prompt doesn’t include instructions for collecting contact details?
If the prompt lacks explicit instructions, the bot won’t collect the required information, and the field will remain un-updated.

2. Can the bot overwrite existing contact details?
No, the bot only updates empty fields to prevent overwriting existing data.

3. Are email and phone number updates manual?
No, email and phone numbers are updated automatically without requiring manual intervention.

4. Can I add custom fields for contact updates?
Currently, the feature supports standard fields like name, phone, email, business name, and date of birth.

5. What if I’m creating a new bot?
You’ll need to assign or edit the bot’s name before accessing the Add Contact Info feature.