Collect Your Customer Information

This feature lets your chatbot collect customer information like name, email, and phone number when the chat starts on your website.

Steps to Use

Collect Customer Info

Step 1: In the Bots section, go to the Settings tab. Scroll to the bottom and enable the Collect information option.

Step 2: Choose Basic information to use the default template (Name, Email, Phone number). You can also adjust the default zip code in phone number field to match your country’s format.

Note: Choosing email or phone number in your selection is required.

Step 3: Click Save changes at the top right corner to apply your settings. Now, every customer who starts a chat with the bot will be asked to enter their information before the conversation begins.

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Review Customer Info

Note: Make sure your customer has started a conversation and entered their information in the chat before checking this section.

Go to the Contact section in the left sidebar.

Structure Overview

1. Search Box:

   Use this to quickly find a specific contact.

2. Multiple Select Boxes (🔲):

   Use the checkboxes on the left to select and delete multiple contacts at once.

3. Contact Entries:

   Click on any contact to view their details and conversation history.

4. Bin Icon (🗑️):

   Click this to delete a contact. This will also remove their conversation from the system.

Video Guide

Quick Tips

• The Collect Customer Info feature only works when your bot is added to your website. It will not work on third-party platforms, but CX Genie will automatically collect the info for you on those platforms.

Troubleshooting

• Problem: The information form does not show up when the chat starts.

  Solution: Make sure the bot is connected to your website, and the Collect information feature is enabled.

Need help? Join our Discord community or email us at [email protected].