Introducing the Add Contact Info Feature for Seamless Management

Introducing the Add Contact Info Feature: Streamline Your Contact Management

Our latest update brings you the Add Contact Info feature, enabling seamless management of your contact information directly through AI assistance. Enhance your data accuracy and streamline customer interactions with this intuitive feature.

How the Add Contact Info Feature Works

Accessing the Feature:

To leverage the Add Contact Info capability, follow these steps:

1. Navigate to the Bot Goals tab.
2. Click on the Add Contact Info button to begin.

• If you're setting up a new bot, ensure you edit the bot's name or assign a new one to access this feature.

Setting Up the Fields:

1. Action Name:

   • Assign a unique action name to identify the update, such as "Contact’s Date of Birth."

2. Select Field:

   • Choose the specific field to update, whether it's a name, phone number, email, business name, or date of birth.

3. What to Update:

• Provide a description of the update. For instance:
  • "This is the birth date of the contact." for the Date of Birth field.
  • "This is the business name of the contact." for the Business Name field.

4. Output Example (Optional):

   • Offer an example for clarity, like "5th Jan 1990."

5. Save Your Settings:

   • Click Save to apply your changes.

Key Considerations

• The bot only updates fields that are currently empty in the contact information.
• Email and phone numbers are automatically managed, bypassing the manual update requirement.

Best Practices for Using Bot Prompts

For optimal contact data collection, ensure the bot’s prompts include clear instructions:

• Example: "Ask the customer for their date of birth."

When booking appointments or gathering contact details, follow these instructions:

• Start with a mandatory prompt:

  • "Mandatory Instruction: Before booking an appointment, always start by asking these questions:"

  • Ask for:

    • The customer's name
    • The customer's email
    • The customer's phone number
    • The customer's date of birth
    • The customer's business name

Implementing these steps ensures precise data entry and maximizes the efficiency of customer interactions.

Don't miss out on enhancing your workflow with this update. For more on our continuous enhancements, check out our latest product updates.