> For the complete documentation index, see [llms.txt](https://documents.cxgenie.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documents.cxgenie.ai/integrations-and-connections/collect-your-customer-information.md).

# Collect Your Customer Information

## 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.

<figure><img src="/files/vMQ32k8cybs3FU2i7ldQ" alt=""><figcaption></figcaption></figure>

**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.*

<figure><img src="/files/5S1lx1fQvVMltrSLHyOi" alt="" width="563"><figcaption></figcaption></figure>

**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.

<figure><img src="/files/YBzgLroXNqnY53dAChc7" alt="" width="375"><figcaption></figcaption></figure>

***

### Review Customer Info

{% hint style="warning" %}
*Note: Make sure your customer has **started a conversation** and **entered their information** in the chat before checking this section.*
{% endhint %}

Go to the **Contact** section in the left sidebar.

<figure><img src="/files/wKdz4W8WcEfRYNUeUdmo" alt=""><figcaption></figcaption></figure>

### 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

{% embed url="<https://www.youtube.com/watch?v=F7yYON3FvGQ>" %}

## 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](https://discord.gg/SsYEF8PW65) or email us at <hello@cxgenie.ai>.