Access the Add Contact Info Feature:
Navigate to the “Bot Goals” tab.
Click on the “Add Contact Info” button to access the details.
If creating a new bot, you must edit the bot name or assign a new name before accessing this feature.
Set Up the Fields:
Action Name: Assign an action name to identify the update. For example: "Contact’s Date of Birth."
Select Field: Choose the field to update (e.g., name, phone, email, business name, date of birth).
What to Update:
Provide a short description of the update. For example:
If updating Date of Birth, write: "This is the birth date of the contact".
If updating Business Name, write: "This is the business name of the contact".
Output Example (Optional): Provide an example of the updated information for clarity (e.g., "5th Jan 1990").
Click “Save” to finalize the settings.
Important Notes:
The bot only updates empty fields in the contact information.
Email and phone numbers are automatically updated and do not require manual updates through this feature.
Best Practices for Bot Prompts:
After saving or updating contact information, include explicit instructions in the bot’s prompt to collect customer details. For instance:
"Ask the customer for their date of birth."
If this instruction isn’t included, the bot won’t request the required information, and the field will remain un-updated.
Example Prompt for Collecting Contact Information:
When booking an appointment, use this mandatory instruction:
"Mandatory Instruction: Before booking an appointment, always start the conversation by asking these questions one after another:"
Ask for the customer's name.
Ask for the customer's email.
Ask for the customer's phone number.
Ask for the customer's date of birth.
Ask for the customer's business name.
