User data collection
Capture user data conversationally and store it into a list of pre-defined variables
Last updated
Capture user data conversationally and store it into a list of pre-defined variables
Last updated
This feature is probably the most versatile that allows you to then connect webhooks and external applications with tools such as Make or Zapier.
In our dentist use case we defined a few that track the following variables during the chat:
More doesn't mean better. But for demo purposes we want to show that any kind of data can be stored by the AI naturally, as long as your definition is well written for the AI to understand.
When you add a new variable you will see the following pop-up:
The key here is that you define the purpose of the variable. Please be as explicit as possible because the AI relies on this description to identify the variable in which to store extracted data from the conversation.
If you want to provide a few examples and a default value those will help the AI too, but they are not strictly required.
At the beginning, you will want to test a few conversations to see if your variables' definitions are correct or need more explicit definitions for the AI to understand.
Head to the Inbox menu and open the conversation details by clicking on the info icon of the selected conversation. You will see a breakdown of the variables that were collected.
Make sure they are all collected as you planned before you go live with your project, especially if you plan to then extract them through webhooks to a CRM or other apps.
Once you have created your variables head to Webhooks section right under to prepare data extractions and paste your webhooks from Make/Zapier.
