Gather Information

⚠️ Note: This feature is only available in Agent Mode.

Gather Information is a feature that allows you to configure how the chatbot collects user information during conversations. This is a critical step to ensure the system has the necessary data to process requests and accurately identify users.

This feature is particularly useful for:

• Lead qualification
• Service personalization
• Any scenario requiring structured user input

1. Enable/Disable Gather Information

• Enable: When enabled, the chatbot will actively collect predefined information by asking questions or extracting details from the user's input during the conversation.
• Disable: When disabled, the chatbot will skip the information collection process entirely.

Once enabled, the chatbot uses your configuration to determine what information to collect and how to collect it.

• If a field is marked as required, the chatbot will proactively ask the user for that specific information during the conversation.
• If a field is not required, the chatbot will attempt to extract it automatically from the user's input (if mentioned), but won’t prompt the user for it.

This flexible behavior helps maintain a balance between user convenience and data completeness.

2. Core Configuration

2.1. AI Model

• Purpose: Select the appropriate AI model to handle the information-gathering phase.

• How to use: Choose from the list of available models (if your system supports multiple options).

3. Default Parameters

These are standard data fields commonly used by the system.

Field	Description	Purpose	Notes
user_name	User’s full name	Personalizes the conversation	Helps the chatbot address the user by name and log identity info
phone_number	User’s phone number	For follow-up contact or verification	May include an explanation if the user declines to provide it
email	Email address	For sending results, notifications, or verification	Must be a valid format (e.g., user@domain.com)

4. Custom Parameters

You can define custom fields based on your business requirements. Click "Add Parameters" to create new fields with the following attributes:

• Key: Internal identifier (e.g., age, hobbies)
• Type: Data type (e.g., String, Number, Boolean)
• Description: Field description for admin reference
• Note: Instruction for the chatbot on how to ask for this field
• Required: Mark as mandatory if this information must be collected

5. Webhook (Data Integration)

• Webhook URL: Enables integration with external systems (e.g., CRM, internal APIs) by sending the gathered data once the process is complete.

• How to use: Paste the valid URL of your backend system. The chatbot will automatically send the collected data to this endpoint after gathering.