CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
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      • Connect with database
      • Connect E-Commerce Store
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    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
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    • Webhook
    • Platform Integration
      • WordPress
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      • Big Commerce
      • Magneto
      • Discord
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      • Facebook
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      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
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    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  1. Bots
  2. Workflow
  3. Workflow Components

Capture Customer Info

This component will let you collect your information of the customer. Help you to manage the clients from every platform.

PreviousFrequent QuestionsNextCreate Ticket

Last updated 9 months ago

  • By clicking the icon of the WorkFlow button , you will be able to add the Capture customer info component.

  • This component will have 2 options for you to choose from when setting the component.

  • Use default: 5 fields that can be selected to collect the info.

  • Click "Save changes" to save the workflow, and "Publish" to activate the WorkFlow for your chatbot.

  • You can click the "Preview" button to see the demo of this feature.

Use custom form: use the form created in the Form Builder (click to navigate this feature).

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An example for usingn this component.