Capture contact data automatically with AI

What is it?

AI Data Capture is a setting on individual Contact Info Fields. When enabled, the AI automatically reads bot conversations and fills that field whenever it identifies matching information — for example, capturing an order number the moment a customer mentions it. When disabled, the field can still exist, but only agents can fill it in manually.

Step-by-step setup

  • Go to Contacts → Info Fields.
  • Click Create info field (or open an existing field to edit it).
  • Fill in the Field Name, Scope, Format and Description as usual.
  • Toggle on AI Data Capture.
  • Click Create field (or Save, if editing).
  • Repeat for any other field you want the AI to capture automatically.

What to expect

Once enabled, the AI evaluates each user message and fills the field automatically whenever it recognizes matching information — no additional flow logic needed. Existing conversations are not retroactively scanned; capture applies going forward. Fields without AI Data Capture enabled remain manual-only, filled by agents as before.

FAQ

Does enabling AI Data Capture overwrite data an agent already entered manually?

Yes. The AI reads every customer message during the conversation, and whenever it recognises a value matching an info field, it updates that field — including fields an agent filled in manually. If you have fields where the agent's entry should always win, keep AI Data Capture switched off for those.

Which field formats support AI Data Capture?

The field format supported are: 

  • Text: Free-form text input for names, addresses, and other text-based information.
  • Numeric: Numbers only, suitable for phone numbers, IDs, and quantities.
  • Date: Date values in a standard format, suitable for birthdays, appointments, and deadlines.
  • Boolean (Yes/No): True or false values, ideal for premium status, subscription type, etc.

Does this work across all channels and languages?

Yes. AI Data Capture works across all channels and in any language.

How is this different from building a “Capture user input” node in Flow Builder to collect this data?

AI Data Capture requires no flow configuration — it works passively across all conversations once enabled on a field, rather than needing a dedicated capture step built into a specific flow.

How do we get AI Data Capture turned on?

Request it to us and we will enlable it for your organization, after which admins manage it per field.

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