Collect Customer Details in a Chatbot in Geta.ai

Why Collect Customer Details?

Collecting customer details such as name, phone number, and email allows businesses to personalize interactions, qualify leads, and improve customer follow-ups. The chatbot automatically stores this information in the Contact Module, making it accessible for future interactions.

Steps to Collect Customer Details in a Chatbot

1. Access the Bot Builder

• Log in to your Geta.ai dashboard.
• Navigate to the Bot Builder module.
• Select an existing bot or create a new one.
• Open the Flow Builder to customize the bot’s interaction flow.

2. Add a Customer Details Node

• Click on the + (Add Node) button within the Flow Builder.
• From the list of options, select Customer Details.
• You will see options to collect the following details:
  • Name
  • Phone Number
  • Email

3. Collect the Customer’s Name

• Select Name from the available options.
• Enter a message prompt in the node, such as:
  "Kindly enter your name."
• This message will be displayed to the user, and their response will be stored in the Name field of the Contact Module.

4. Collect the Customer’s Phone Number

• Add another Customer Details node.
• Select Phone Number and enter a message like:
  "Please provide your phone number for further communication."
• The bot will capture and store the user’s phone number.

5. Collect the Customer’s Email

• Add a Customer Details node for Email.
• Enter a prompt such as:
  "Please share your email address so we can stay in touch."
• The email will be saved in the Contact Module for future use.

6. Save and Apply Changes

• Click Save to apply all modifications.
• The chatbot will now request and store user details automatically.

Next Steps

✅ Test the Flow – Run the chatbot to ensure it correctly prompts users and saves responses.
✅ Personalize Responses – Use the collected data to address users by name in future conversations.
✅ Sync with CRM – Integrate with your CRM system for seamless lead management.

By following these steps, your chatbot will efficiently collect and store customer details, enhancing engagement and streamlining lead generation in Geta.ai.