Collect Contact Info
T
Tyler Thorpe
Allow an option to make a customer input contact info (to be added to contact list/opt-in for messaging) PRIOR to starting a chat. This way we can gather customer info to follow up with/market to later + they will still be able to interact with the AI chat bot assistant. As of now it seems like we need to choose between collecting customer date with the form chat option OR use the AI bot, but not get their info. Thanks!
Log In
A
Abhishek Kumar
Please check this out
Tyler Thorpe Reinhardt Gallowitz
hey Ihsan Khan please check this out https://help.leadconnectorhq.com/en/support/solutions/articles/155000005337-conversation-ai-v3-guided-form-based-setup
A
Abhishek Kumar
You can use update contact info feature or if you are using live chat you can use the form to collect information before the chat https://help.leadconnectorhq.com/en/support/solutions/articles/155000003847-add-contact-info-for-your-bot
T
Tyler Thorpe
Abhishek Kumar Thanks. Will having it ask their name, phone & email address actually add them as a new contact to our contact list? Or will we need to add them manually by pulling up the conversation notes?
A
Abhishek Kumar
Tyler Thorpe if it is a existing contact then it will ask for name email phone but wont create a new contact neither update the information , it will only create a contact for new leads
T
Tyler Thorpe
Abhishek Kumar I have this set up with the required info/mandatory instructions, however, it still doesn't seem to be asking for customer contact info like it should be. Feel free to test for yourself @ www.weautomateresults.com. See attached. this
Photo Viewer
View photos in a modal
A
Abhishek Kumar
Tyler Thorpe hey tyler feel free to book a call with me tomorrow
R
Reinhardt Gallowitz
Abhishek Kumar or maybe GHL can wakeup and allow us to utilise the in-chat contact form feature. I don't understand why it needs to be disabled with Conversation AI.
A
Abhishek Kumar
Reinhardt Gallowitz you can enable it but dont put that in prompt to ask customer his name email phone .
the bot wont ask