Ability for AI to collect multiple contacts' information from the one contact they are speaking to
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Daniel Fundi Ndaya
If say for example the AI is working for a relationship coach, and the AI is currently talking to the man: We want the AI to be able to collect and create the contact information for both the man and his wife and associate those contact to each other...There a re a thousand use cases like:
Parent and child
Brother and sister
Husband and wife
Friend and friend
Uncle and nephew
Owner and co-owner
and the list goes on....
We want to talk to one person, and they give us all the contact info and the Ai creates the contact in the CRM
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Abhishek Kumar
Daniel Fundi Ndaya we will be able to create one contact and you can create custom field where you can store that name .
and through a workflow you can create a contact
contact field change -> create a contact
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Daniel Fundi Ndaya
Abhishek Kumar That is a decent workaround but it's not the solution and it can work, but it's not scalable. and will complicate CRM data at scale. Especially because you can't associate the contacts from a workflow
The reason why I put up this request is because you want to make it easy for the end user. If I onboard 100 SAAS users in and they each need to be able to collect multiple contact information. I don't want to manually go into every account and set this up for them. They don't pay me for it. And even if I gave training, they are not tech savvy and will not do it, they wont use the product.
This will just make it easier for everyone to use conversation AI. Everything a human agent can do, let the conversation Ai be able to do. And if that's collecting multiple contact information and associating them, let the AI do it as well.
The easier it is to use Conversational AI and get results from it, the more people will use it, and the more money, the end user makes, We(The agencies) make and ultimately, the more money Highlevel makes....It's a win-win-win
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Abhishek Kumar
Daniel Fundi Ndaya agreed and I never denied we won't do it.
Till we do it. I gave you a workaround.
And let's discuss speakwith.us/abhishekkumar
I will bring in the developer who will also assist us in the technical feasibility