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14.3-32 32-32H416c17.7 0 32 14.3 32 32s-14.3 32-32 32H32c-17.7 0-32-14.3-32-32zM448 416c0 17.7-14.3 32-32 32H32c-17.7 0-32-14.3-32-32s14.3-32 32-32H416c17.7 0 32 14.3 32 32z"></path></svg></button><div class="ml-4 flex text-sm leading-6 whitespace-nowrap min-w-0 space-x-3"><div class="flex items-center space-x-3"><span>Guides</span><svg width="3" height="24" viewBox="0 -9 3 24" class="h-5 rotate-0 overflow-visible fill-gray-400"><path d="M0 0L3 3L0 6" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path></svg></div><div class="font-semibold text-gray-900 truncate dark:text-gray-200">Lead Collection</div></div></div></div></div></div></div><div class="max-w-8xl px-4 mx-auto lg:px-8 min-h-screen"><div class="z-20 hidden lg:block fixed bottom-0 right-auto w-[18rem] top-[4rem]" id="sidebar"><div class="absolute inset-0 z-10 stable-scrollbar-gutter overflow-auto pr-8 pb-10" id="sidebar-content"><div class="relative lg:text-sm lg:leading-6"><div class="sticky top-0 h-8 bg-gradient-to-b from-background-light dark:from-background-dark"></div><div id="navigation-items"><li class="list-none"><a class="pl-4 group flex items-center lg:text-sm lg:leading-6 mb-5 sm:mb-4 font-semibold text-primary dark:text-primary-light" href="introduction.html"><div style="background:linear-gradient(45deg, #ED727B, #F6B7BB)" class="mr-4 rounded-md p-1"><svg class="h-4 w-4 secondary-opacity group-hover:fill-primary-dark group-hover:bg-white bg-white" style="-webkit-mask-image:url(https://mintlify.b-cdn.net/v6.6.0/duotone/book-open.svg);-webkit-mask-repeat:no-repeat;-webkit-mask-position:center"></svg></div>Documentation</a></li><li class="list-none"><a class="pl-4 group flex items-center lg:text-sm lg:leading-6 mb-5 sm:mb-4 font-medium text-gray-600 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" href="api-reference/api-key-setup.html"><div class="mr-4 rounded-md p-1 zinc-box group-hover:brightness-100 group-hover:ring-0 ring-1 ring-gray-950/5 dark:ring-gray-700/40"><svg class="h-4 w-4 secondary-opacity group-hover:fill-primary-dark group-hover:bg-white bg-gray-400 dark:bg-gray-500" style="-webkit-mask-image:url(https://mintlify.b-cdn.net/v6.6.0/duotone/code.svg);-webkit-mask-repeat:no-repeat;-webkit-mask-position:center"></svg></div>API References</a></li><li class="list-none"><a class="pl-4 group flex items-center lg:text-sm lg:leading-6 mb-5 sm:mb-4 font-medium text-gray-600 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" href="tools/tools-intro.html"><div class="mr-4 rounded-md p-1 zinc-box group-hover:brightness-100 group-hover:ring-0 ring-1 ring-gray-950/5 dark:ring-gray-700/40"><svg class="h-4 w-4 secondary-opacity group-hover:fill-primary-dark group-hover:bg-white bg-gray-400 dark:bg-gray-500" style="-webkit-mask-image:url(https://mintlify.b-cdn.net/v6.6.0/duotone/gear.svg);-webkit-mask-repeat:no-repeat;-webkit-mask-position:center"></svg></div>Tools</a></li><li class="list-none"><a class="pl-4 group flex items-center lg:text-sm lg:leading-6 mb-5 sm:mb-4 font-medium text-gray-600 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" href="whitelabel/whitelabel-intro.html"><div class="mr-4 rounded-md p-1 zinc-box group-hover:brightness-100 group-hover:ring-0 ring-1 ring-gray-950/5 dark:ring-gray-700/40"><svg class="h-4 w-4 secondary-opacity group-hover:fill-primary-dark group-hover:bg-white bg-gray-400 dark:bg-gray-500" style="-webkit-mask-image:url(https://mintlify.b-cdn.net/v6.6.0/duotone/browser.svg);-webkit-mask-repeat:no-repeat;-webkit-mask-position:center"></svg></div>Whitelabel</a></li><div class="mt-12 lg:mt-8"><h5 class="pl-4 mb-3.5 lg:mb-2.5 font-semibold text-gray-900 dark:text-gray-200">Getting Started</h5><ul><li id="/introduction" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="introduction.html"><div class="flex-1 flex items-center space-x-2.5"><div>Introduction</div></div></a></li></ul></div><div class="mt-12 lg:mt-8"><h5 class="pl-4 mb-3.5 lg:mb-2.5 font-semibold text-gray-900 dark:text-gray-200">Guides</h5><ul><li id="/creating-first-chatbot" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="creating-first-chatbot.html"><div class="flex-1 flex items-center space-x-2.5"><div>Create Your First Chatbot</div></div></a></li><li id="/lead-collection" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl bg-primary/10 text-primary font-semibold dark:text-primary-light dark:bg-primary-light/10" style="padding-left:1rem" href="lead-collection.html"><div class="flex-1 flex items-center space-x-2.5"><div>Lead Collection</div></div></a></li><li id="/human-support-escalation" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="human-support-escalation.html"><div class="flex-1 flex items-center space-x-2.5"><div>Human Support Escalation</div></div></a></li><li id="/inbox-notifications" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="inbox-notifications.html"><div class="flex-1 flex items-center space-x-2.5"><div>Inbox Notifications</div></div></a></li><li id="/conversation-labeling" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="conversation-labeling.html"><div class="flex-1 flex items-center space-x-2.5"><div>Conversation Labeling</div></div></a></li><li id="/multi-agents-chatbot" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="multi-agents-chatbot.html"><div class="flex-1 flex items-center space-x-2.5"><div>Multi-Agents Chatbot</div></div></a></li><li id="/fine-tuning-agent-intents" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="fine-tuning-agent-intents.html"><div class="flex-1 flex items-center space-x-2.5"><div>Fine Tuning Agent Intents</div></div></a></li><li id="/supervisor-overrides" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="supervisor-overrides.html"><div class="flex-1 flex items-center space-x-2.5"><div>AI Supervisor Overrides</div></div></a></li><li id="/byok-pricing-guide" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="byok-pricing-guide.html"><div class="flex-1 flex items-center space-x-2.5"><div>Bring Your Own Key (BYOK) and Pricing</div></div></a></li><li id="/working-with-tables" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="working-with-tables.html"><div class="flex-1 flex items-center space-x-2.5"><div>Working with Tables and CSV</div></div></a></li><li id="/best-practices" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="best-practices.html"><div class="flex-1 flex items-center space-x-2.5"><div>Best practices for preparing training data</div></div></a></li><li id="/help" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="help.html"><div class="flex-1 flex items-center space-x-2.5"><div>Why does my chatbot not answer correctly?</div></div></a></li></ul></div><div class="mt-12 lg:mt-8"><h5 class="pl-4 mb-3.5 lg:mb-2.5 font-semibold text-gray-900 dark:text-gray-200">Function Calling</h5><ul><li id="/rag-from-external-data-provider" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="rag-from-external-data-provider.html"><div class="flex-1 flex items-center space-x-2.5"><div>RAG from an External Data Provider</div></div></a></li></ul></div><div class="mt-12 lg:mt-8"><h5 class="pl-4 mb-3.5 lg:mb-2.5 font-semibold text-gray-900 dark:text-gray-200">Authentication Webhook</h5><ul><li id="/user-identity" class="scroll-m-4 first:scroll-m-20"><a class="group mt-2 lg:mt-0 flex items-center pr-3 py-1.5 cursor-pointer focus:outline-primary dark:focus:outline-primary-light space-x-3 rounded-xl hover:bg-gray-600/5 dark:hover:bg-gray-200/5 text-gray-700 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300" style="padding-left:1rem" href="user-identity.html"><div class="flex-1 flex items-center space-x-2.5"><div>User Identity Verification</div></div></a></li></ul></div></div></div></div></div><div class="" id="content-container"><div class="flex flex-row gap-12 box-border w-full pt-40 lg:pt-10"><div class="relative grow box-border flex-col w-full mx-auto px-1 lg:pl-[23.7rem] lg:-ml-12 xl:w-[calc(100%-28rem)]" id="content-area"><header id="header" class="relative"><div class="mt-0.5 space-y-2.5"><div class="eyebrow h-5 text-primary dark:text-primary-light text-sm font-semibold">Guides</div><div class="flex items-center"><h1 class="inline-block text-2xl sm:text-3xl font-extrabold text-gray-900 tracking-tight dark:text-gray-200">Lead Collection</h1></div></div></header><div class="flex flex-col gap-8"><div class="flex flex-col gap-6 xl:hidden [&:not(:empty)]:mt-8"></div></div><div class="relative mt-8 prose prose-gray dark:prose-invert"><p>There are two ways to collect data from users when they engage with your AI Chat.</p>
<ol>
<li>Through a form</li>
<li>Conversationally</li>
</ol>
<p>There are pros and cons for each approach. Forms are easier to set up and is programmatic, but collecting information conversationally is more
natural and engaging despite the added complexity. You can send any collected data via webhook to a CRM as soon as your user submits it.</p>
<h2 class="flex whitespace-pre-wrap group" id="collecting-data-through-a-form"><div class="absolute"><a href="#collecting-data-through-a-form" class="-ml-10 flex items-center opacity-0 border-0 group-hover:opacity-100" aria-label="Navigate to header"><div class="w-6 h-6 text-gray-400 rounded-md flex items-center justify-center zinc-box bg-white ring-1 ring-gray-400/30 dark:ring-gray-700/25 hover:ring-gray-400/60 dark:hover:ring-white/20"><svg xmlns="http://www.w3.org/2000/svg" fill="gray" height="12px" viewBox="0 0 576 512"><path d="M0 256C0 167.6 71.6 96 160 96h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C98.1 144 48 194.1 48 256s50.1 112 112 112h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C71.6 416 0 344.4 0 256zm576 0c0 88.4-71.6 160-160 160H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c61.9 0 112-50.1 112-112s-50.1-112-112-112H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c88.4 0 160 71.6 160 160zM184 232H392c13.3 0 24 10.7 24 24s-10.7 24-24 24H184c-13.3 0-24-10.7-24-24s10.7-24 24-24z"></path></svg></div></a></div><span class="cursor-pointer">Collecting data through a form</span></h2>
<p>To add a form to your AI Chat, go to Customizations tab on the left navigation menu, then scroll down until you see the “Form” section:</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p>You can select one of the default fields you’d like to include in the form. Alternatively, you can create custom fields.</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p>For custom fields, you can change the field types (text, dropdown, checkbox). You can also make certain fields mandatory. If at least one field is
mandatory, you will also gain the option to make the entire form mandatory before the user can proceed with chatting. Making the form mandatory
will cause the “x” button on the top right of the form to disappear, thereby preventing users from closing the form before completing it.</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<h2 class="flex whitespace-pre-wrap group" id="collecting-data-conversationally"><div class="absolute"><a href="#collecting-data-conversationally" class="-ml-10 flex items-center opacity-0 border-0 group-hover:opacity-100" aria-label="Navigate to header"><div class="w-6 h-6 text-gray-400 rounded-md flex items-center justify-center zinc-box bg-white ring-1 ring-gray-400/30 dark:ring-gray-700/25 hover:ring-gray-400/60 dark:hover:ring-white/20"><svg xmlns="http://www.w3.org/2000/svg" fill="gray" height="12px" viewBox="0 0 576 512"><path d="M0 256C0 167.6 71.6 96 160 96h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C98.1 144 48 194.1 48 256s50.1 112 112 112h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C71.6 416 0 344.4 0 256zm576 0c0 88.4-71.6 160-160 160H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c61.9 0 112-50.1 112-112s-50.1-112-112-112H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c88.4 0 160 71.6 160 160zM184 232H392c13.3 0 24 10.7 24 24s-10.7 24-24 24H184c-13.3 0-24-10.7-24-24s10.7-24 24-24z"></path></svg></div></a></div><span class="cursor-pointer">Collecting data conversationally</span></h2>
<p>If you want to maintain a natural conversational flow and collect data from users directly, you will have to configure your AI Agent(s) prompt and
set up variables to store the collected information.</p>
<h3 class="flex whitespace-pre-wrap group" id="editing-the-prompt"><div class="absolute"><a href="#editing-the-prompt" class="-ml-10 flex items-center opacity-0 border-0 group-hover:opacity-100" aria-label="Navigate to header"><div class="w-6 h-6 text-gray-400 rounded-md flex items-center justify-center zinc-box bg-white ring-1 ring-gray-400/30 dark:ring-gray-700/25 hover:ring-gray-400/60 dark:hover:ring-white/20"><svg xmlns="http://www.w3.org/2000/svg" fill="gray" height="12px" viewBox="0 0 576 512"><path d="M0 256C0 167.6 71.6 96 160 96h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C98.1 144 48 194.1 48 256s50.1 112 112 112h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C71.6 416 0 344.4 0 256zm576 0c0 88.4-71.6 160-160 160H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c61.9 0 112-50.1 112-112s-50.1-112-112-112H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c88.4 0 160 71.6 160 160zM184 232H392c13.3 0 24 10.7 24 24s-10.7 24-24 24H184c-13.3 0-24-10.7-24-24s10.7-24 24-24z"></path></svg></div></a></div><span class="cursor-pointer">Editing the prompt</span></h3>
<p>The behavior of your AI Chat is governed by your AI Agent(s)‘s prompt. To review and edit the prompt, go to AI Agents
tab on the left navigation menu, then click on the Agent you’d like to edit.</p>
<div class="my-4 px-5 py-4 overflow-hidden rounded-2xl flex gap-3 border border-sky-500/20 bg-sky-50/50 dark:border-sky-500/30 dark:bg-sky-500/10"><div class="mt-0.5 w-4"><svg width="14" height="14" viewBox="0 0 14 14" fill="currentColor" xmlns="http://www.w3.org/2000/svg" class="w-4 h-4 text-sky-500" aria-label="Note"><path fill-rule="evenodd" clip-rule="evenodd" d="M7 1.3C10.14 1.3 12.7 3.86 12.7 7C12.7 10.14 10.14 12.7 7 12.7C5.48908 12.6974 4.0408 12.096 2.97241 11.0276C1.90403 9.9592 1.30264 8.51092 1.3 7C1.3 3.86 3.86 1.3 7 1.3ZM7 0C3.14 0 0 3.14 0 7C0 10.86 3.14 14 7 14C10.86 14 14 10.86 14 7C14 3.14 10.86 0 7 0ZM8 3H6V8H8V3ZM8 9H6V11H8V9Z"></path></svg></div><div class="text-sm prose min-w-0 text-sky-900 dark:text-sky-200"><p>If you created your AI Chat using a template, then you may be using a default
prompt we generated for you. If this is the first time you are configuring an
AI Agent prompt, we recommend you to read our Prompt Engineering guide for
best practices.</p></div></div>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p>Configure your prompt to include detailed instructions for collecting user data. Make sure you cover when, what, and how. For example, here is a snippet
that can serve as a guide:</p>
<div class="mt-5 mb-8 not-prose rounded-2xl relative text-gray-50 bg-[#0F1117] dark:bg-codeblock dark:ring-1 dark:ring-gray-800/50 codeblock-dark"><div class="min-w-full relative text-sm leading-6 children:!my-0 children:!shadow-none children:!bg-transparent transition-[height] duration-300 ease-in-out" style="font-variant-ligatures:none;height:auto"><div class="overflow-x-auto h-full p-5 overflow-y-hidden scrollbar-thin scrollbar-thumb-rounded scrollbar-thumb-white/20 dark:scrollbar-thumb-white/20 hover:scrollbar-thumb-white/25 dark:hover:scrollbar-thumb-white/25 active:scrollbar-thumb-white/25 dark:active:scrollbar-thumb-white/25"><pre class="language-plaintext"><code><span class="">### Instructions</span>
<span class="">- When engaging with the user for the first time, politely ask for their first name.</span>
<span class="">- Once the user provides their first name, proceed with the following steps to collect their contact information.</span>
<span class="">- Ask for the user's mobile telephone number after collecting their first name.</span>
<span class="">- After the mobile telephone number is collected, ask for their e-mail address.</span>
<span class="">- If the user is not comfortable providing any particular piece of information, do not force them. Respect their decision.</span>
</code></pre></div></div></div>
<p>But this only directs the AI to ask for information from the user. We still need a way to store the collected information. Next, we’ll teach you how to store
the collected data into variables.</p>
<h3 class="flex whitespace-pre-wrap group" id="setting-up-variables"><div class="absolute"><a href="#setting-up-variables" class="-ml-10 flex items-center opacity-0 border-0 group-hover:opacity-100" aria-label="Navigate to header"><div class="w-6 h-6 text-gray-400 rounded-md flex items-center justify-center zinc-box bg-white ring-1 ring-gray-400/30 dark:ring-gray-700/25 hover:ring-gray-400/60 dark:hover:ring-white/20"><svg xmlns="http://www.w3.org/2000/svg" fill="gray" height="12px" viewBox="0 0 576 512"><path d="M0 256C0 167.6 71.6 96 160 96h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C98.1 144 48 194.1 48 256s50.1 112 112 112h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C71.6 416 0 344.4 0 256zm576 0c0 88.4-71.6 160-160 160H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c61.9 0 112-50.1 112-112s-50.1-112-112-112H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c88.4 0 160 71.6 160 160zM184 232H392c13.3 0 24 10.7 24 24s-10.7 24-24 24H184c-13.3 0-24-10.7-24-24s10.7-24 24-24z"></path></svg></div></a></div><span class="cursor-pointer">Setting up variables</span></h3>
<p>Go to Customizations tab on right navigation bar, then scroll down until you see “User Data Collection”. Click to expand it.</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p>Inside, you can create variables to store information that is collected from the user during the conversation. You can set up multiple variables, each corresponding
to a single piece of information. When setting up a variable, please provide the variable name, description, and example values. Try to be as detailed and explicit
as possible.</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p><em>The more examples you provide, the better it is for the AI to understand the format you’re looking for.</em></p>
<p>Make sure to define enough variables to store all the information you are requesting from the user. In the example prompt snippet above, you would need the user’s name,
phone, and email.</p>
<p>Once everything has been set up, you can test the AI Chat in preview mode. If everything works as intended, you should see the data being collected in your inbox every
time a user engages meaningfully with your AI Chat.</p>
<div class="my-4 px-5 py-4 overflow-hidden rounded-2xl flex gap-3 border border-sky-500/20 bg-sky-50/50 dark:border-sky-500/30 dark:bg-sky-500/10"><div class="mt-0.5 w-4"><svg width="14" height="14" viewBox="0 0 14 14" fill="currentColor" xmlns="http://www.w3.org/2000/svg" class="w-4 h-4 text-sky-500" aria-label="Note"><path fill-rule="evenodd" clip-rule="evenodd" d="M7 1.3C10.14 1.3 12.7 3.86 12.7 7C12.7 10.14 10.14 12.7 7 12.7C5.48908 12.6974 4.0408 12.096 2.97241 11.0276C1.90403 9.9592 1.30264 8.51092 1.3 7C1.3 3.86 3.86 1.3 7 1.3ZM7 0C3.14 0 0 3.14 0 7C0 10.86 3.14 14 7 14C10.86 14 14 10.86 14 7C14 3.14 10.86 0 7 0ZM8 3H6V8H8V3ZM8 9H6V11H8V9Z"></path></svg></div><div class="text-sm prose min-w-0 text-sky-900 dark:text-sky-200"><p>Variable values can change if the user specifies that they want to make a
correction or update. The AI is generally good at understanding the correct
value to assign.</p></div></div>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<h2 class="flex whitespace-pre-wrap group" id="sending-data-to-your-crm"><div class="absolute"><a href="#sending-data-to-your-crm" class="-ml-10 flex items-center opacity-0 border-0 group-hover:opacity-100" aria-label="Navigate to header"><div class="w-6 h-6 text-gray-400 rounded-md flex items-center justify-center zinc-box bg-white ring-1 ring-gray-400/30 dark:ring-gray-700/25 hover:ring-gray-400/60 dark:hover:ring-white/20"><svg xmlns="http://www.w3.org/2000/svg" fill="gray" height="12px" viewBox="0 0 576 512"><path d="M0 256C0 167.6 71.6 96 160 96h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C98.1 144 48 194.1 48 256s50.1 112 112 112h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C71.6 416 0 344.4 0 256zm576 0c0 88.4-71.6 160-160 160H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c61.9 0 112-50.1 112-112s-50.1-112-112-112H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c88.4 0 160 71.6 160 160zM184 232H392c13.3 0 24 10.7 24 24s-10.7 24-24 24H184c-13.3 0-24-10.7-24-24s10.7-24 24-24z"></path></svg></div></a></div><span class="cursor-pointer">Sending data to your CRM</span></h2>
<p>Regardless of whether you want to collect data using a form or conversationally, you may wish to send that information to another CRM for follow up. GPT-trainer supports
webhooks with smart triggers that can alert you to new leads as soon as they engage with the AI.</p>
<p>Go to Customizations tab on the left navigation menu. Then scroll down to “Webhook”. Click to expand it.</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p>If you are using a form, then you can select the “Form Submission” event and specify the API endpoint where you want the collected data to be sent (POST request).</p>
<p>If you are using variables to store user data, then you can select the “Data Collection” event and choose the variables you’d like to be sent. <strong>Please note that the webhook
will only be triggered if all your designated variables have been collected (must not be empty).</strong></p>
<p>If you want certain variables to be optional, then you can give it a default value during variable setup. This way, it will always be in a populated state and never empty.</p>
<h2 class="flex whitespace-pre-wrap group" id="sending-data-by-email"><div class="absolute"><a href="#sending-data-by-email" class="-ml-10 flex items-center opacity-0 border-0 group-hover:opacity-100" aria-label="Navigate to header"><div class="w-6 h-6 text-gray-400 rounded-md flex items-center justify-center zinc-box bg-white ring-1 ring-gray-400/30 dark:ring-gray-700/25 hover:ring-gray-400/60 dark:hover:ring-white/20"><svg xmlns="http://www.w3.org/2000/svg" fill="gray" height="12px" viewBox="0 0 576 512"><path d="M0 256C0 167.6 71.6 96 160 96h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C98.1 144 48 194.1 48 256s50.1 112 112 112h72c13.3 0 24 10.7 24 24s-10.7 24-24 24H160C71.6 416 0 344.4 0 256zm576 0c0 88.4-71.6 160-160 160H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c61.9 0 112-50.1 112-112s-50.1-112-112-112H344c-13.3 0-24-10.7-24-24s10.7-24 24-24h72c88.4 0 160 71.6 160 160zM184 232H392c13.3 0 24 10.7 24 24s-10.7 24-24 24H184c-13.3 0-24-10.7-24-24s10.7-24 24-24z"></path></svg></div></a></div><span class="cursor-pointer">Sending data by email</span></h2>
<p>To send data by email, go to Customizations tab on the left navigation menu. Then scroll down to “Email Notifications”. Click to expand it.</p>
<div><div class="p-2 not-prose relative bg-gray-50/50 rounded-2xl overflow-hidden dark:bg-gray-800/25"><div style="background-position:10px 10px" class="absolute inset-0 bg-grid-neutral-200/20 [mask-image:linear-gradient(0deg,#fff,rgba(255,255,255,0.6))] dark:bg-grid-white/5 dark:[mask-image:linear-gradient(0deg,rgba(255,255,255,0.1),rgba(255,255,255,0.5))]"></div><div class="relative rounded-xl overflow-hidden flex justify-center"></div><div class="absolute inset-0 pointer-events-none border border-black/5 rounded-2xl dark:border-white/5"></div></div></div>
<p>Simply specify your email address and toggle on the appropriate triggers to start receiving new lead notifications.</p></div><div class="leading-6 mt-14"><div class="mb-12 px-0.5 flex items-center text-sm font-semibold text-gray-700 dark:text-gray-200"><a class="flex items-center space-x-3 group" href="creating-first-chatbot.html"><svg viewBox="0 0 3 6" class="h-1.5 stroke-gray-400 overflow-visible group-hover:stroke-gray-600 dark:group-hover:stroke-gray-300"><path d="M3 0L0 3L3 6" fill="none" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path></svg><span class="group-hover:text-gray-900 dark:group-hover:text-white">Create Your First Chatbot</span></a><a class="flex items-center ml-auto space-x-3 group" href="human-support-escalation.html"><span class="group-hover:text-gray-900 dark:group-hover:text-white">Human Support Escalation</span><svg viewBox="0 0 3 6" class="rotate-180 h-1.5 stroke-gray-400 overflow-visible group-hover:stroke-gray-600 dark:group-hover:stroke-gray-300"><path d="M3 0L0 3L3 6" fill="none" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path></svg></a></div><footer id="footer" class="flex gap-12 justify-between pt-10 border-t border-gray-100 sm:flex dark:border-gray-800/50 pb-28"><div class="flex items-center justify-between"><div class="sm:flex"><a href="https://mintlify.com/preview-request?utm_campaign=poweredBy&utm_medium=docs&utm_source=guide.gpt-trainer.com" target="_blank" rel="noreferrer" class="text-sm text-gray-500 dark:text-gray-400 hover:text-gray-700 dark:hover:text-gray-300">Powered by Mintlify</a></div></div></footer></div></div><div class="z-10 hidden xl:flex pl-10 box-border w-[19rem]" id="table-of-contents"><div id="table-of-contents-content" class="fixed text-gray-600 text-sm leading-6 w-[16.5rem] overflow-y-auto space-y-2 h-[calc(100%-7rem)]"><div class="text-gray-700 dark:text-gray-300 font-medium flex items-center space-x-2"><svg width="16" height="16" viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="2" xmlns="http://www.w3.org/2000/svg" class="h-3 w-3"><path d="M2.44434 12.6665H13.5554" stroke-linecap="round" stroke-linejoin="round"></path><path d="M2.44434 3.3335H13.5554" stroke-linecap="round" stroke-linejoin="round"></path><path d="M2.44434 8H7.33323" stroke-linecap="round" stroke-linejoin="round"></path></svg><span>On this page</span></div><ul><li><a href="#collecting-data-through-a-form" class="py-1 block font-medium hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300">Collecting data through a form</a></li><li><a href="#collecting-data-conversationally" class="py-1 block font-medium hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300">Collecting data conversationally</a></li><li style="margin-left:1rem"><a href="#editing-the-prompt" class="group flex items-start py-1 whitespace-pre-wrap text-gray-500 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300">Editing the prompt</a></li><li style="margin-left:1rem"><a href="#setting-up-variables" class="group flex items-start py-1 whitespace-pre-wrap text-gray-500 hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300">Setting up variables</a></li><li><a href="#sending-data-to-your-crm" class="py-1 block font-medium hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300">Sending data to your CRM</a></li><li><a href="#sending-data-by-email" class="py-1 block font-medium hover:text-gray-900 dark:text-gray-400 dark:hover:text-gray-300">Sending data by email</a></li></ul></div></div></div></div></div></div></main></div><script id="__NEXT_DATA__" type="application/json">{"props":{"pageProps":{"mdxSource":{"compiledSource":"\"use strict\";\nconst {Fragment: _Fragment, jsx: _jsx, jsxs: _jsxs} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n code: \"code\",\n em: \"em\",\n li: \"li\",\n ol: \"ol\",\n p: \"p\",\n pre: \"pre\",\n span: \"span\",\n strong: \"strong\",\n ..._provideComponents(),\n ...props.components\n }, {CodeBlock, Frame, Heading, Note, ZoomImage} = _components;\n if (!CodeBlock) _missingMdxReference(\"CodeBlock\", true);\n if (!Frame) _missingMdxReference(\"Frame\", true);\n if (!Heading) _missingMdxReference(\"Heading\", true);\n if (!Note) _missingMdxReference(\"Note\", true);\n if (!ZoomImage) _missingMdxReference(\"ZoomImage\", true);\n return _jsxs(_Fragment, {\n children: [_jsx(_components.p, {\n children: \"There are two ways to collect data from users when they engage with your AI Chat.\"\n }), \"\\n\", _jsxs(_components.ol, {\n children: [\"\\n\", _jsx(_components.li, {\n children: \"Through a form\"\n }), \"\\n\", _jsx(_components.li, {\n children: \"Conversationally\"\n }), \"\\n\"]\n }), \"\\n\", _jsx(_components.p, {\n children: \"There are pros and cons for each approach. Forms are easier to set up and is programmatic, but collecting information conversationally is more\\nnatural and engaging despite the added complexity. You can send any collected data via webhook to a CRM as soon as your user submits it.\"\n }), \"\\n\", _jsx(Heading, {\n level: \"2\",\n id: \"collecting-data-through-a-form\",\n children: \"Collecting data through a form\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"To add a form to your AI Chat, go to Customizations tab on the left navigation menu, then scroll down until you see the “Form” section:\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-13.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"You can select one of the default fields you’d like to include in the form. Alternatively, you can create custom fields.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-14.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"For custom fields, you can change the field types (text, dropdown, checkbox). You can also make certain fields mandatory. If at least one field is\\nmandatory, you will also gain the option to make the entire form mandatory before the user can proceed with chatting. Making the form mandatory\\nwill cause the “x” button on the top right of the form to disappear, thereby preventing users from closing the form before completing it.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-15.png\"\n })\n })\n }), \"\\n\", _jsx(Heading, {\n level: \"2\",\n id: \"collecting-data-conversationally\",\n children: \"Collecting data conversationally\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"If you want to maintain a natural conversational flow and collect data from users directly, you will have to configure your AI Agent(s) prompt and\\nset up variables to store the collected information.\"\n }), \"\\n\", _jsx(Heading, {\n level: \"3\",\n id: \"editing-the-prompt\",\n children: \"Editing the prompt\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"The behavior of your AI Chat is governed by your AI Agent(s)‘s prompt. To review and edit the prompt, go to AI Agents\\ntab on the left navigation menu, then click on the Agent you’d like to edit.\"\n }), \"\\n\", _jsx(Note, {\n children: _jsx(_components.p, {\n children: \"If you created your AI Chat using a template, then you may be using a default\\nprompt we generated for you. If this is the first time you are configuring an\\nAI Agent prompt, we recommend you to read our Prompt Engineering guide for\\nbest practices.\"\n })\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-16.png\"\n })\n })\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-17.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"Configure your prompt to include detailed instructions for collecting user data. Make sure you cover when, what, and how. For example, here is a snippet\\nthat can serve as a guide:\"\n }), \"\\n\", _jsx(CodeBlock, {\n filename: \"\",\n expandable: \"false\",\n children: _jsx(_components.pre, {\n className: \"language-plaintext\",\n children: _jsxs(_components.code, {\n children: [_jsx(_components.span, {\n className: \"\",\n children: \"### Instructions\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- When engaging with the user for the first time, politely ask for their first name.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- Once the user provides their first name, proceed with the following steps to collect their contact information.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- Ask for the user's mobile telephone number after collecting their first name.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- After the mobile telephone number is collected, ask for their e-mail address.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- If the user is not comfortable providing any particular piece of information, do not force them. Respect their decision.\"\n }), \"\\n\"]\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"But this only directs the AI to ask for information from the user. We still need a way to store the collected information. Next, we’ll teach you how to store\\nthe collected data into variables.\"\n }), \"\\n\", _jsx(Heading, {\n level: \"3\",\n id: \"setting-up-variables\",\n children: \"Setting up variables\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Go to Customizations tab on right navigation bar, then scroll down until you see “User Data Collection”. Click to expand it.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-18.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"Inside, you can create variables to store information that is collected from the user during the conversation. You can set up multiple variables, each corresponding\\nto a single piece of information. When setting up a variable, please provide the variable name, description, and example values. Try to be as detailed and explicit\\nas possible.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-19.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: _jsx(_components.em, {\n children: \"The more examples you provide, the better it is for the AI to understand the format you’re looking for.\"\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"Make sure to define enough variables to store all the information you are requesting from the user. In the example prompt snippet above, you would need the user’s name,\\nphone, and email.\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Once everything has been set up, you can test the AI Chat in preview mode. If everything works as intended, you should see the data being collected in your inbox every\\ntime a user engages meaningfully with your AI Chat.\"\n }), \"\\n\", _jsx(Note, {\n children: _jsx(_components.p, {\n children: \"Variable values can change if the user specifies that they want to make a\\ncorrection or update. The AI is generally good at understanding the correct\\nvalue to assign.\"\n })\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-20.png\"\n })\n })\n }), \"\\n\", _jsx(Heading, {\n level: \"2\",\n id: \"sending-data-to-your-crm\",\n children: \"Sending data to your CRM\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Regardless of whether you want to collect data using a form or conversationally, you may wish to send that information to another CRM for follow up. 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..._provideComponents(),\n ...props.components\n }, {CodeBlock, Frame, Heading, Note, ZoomImage} = _components;\n if (!CodeBlock) _missingMdxReference(\"CodeBlock\", true);\n if (!Frame) _missingMdxReference(\"Frame\", true);\n if (!Heading) _missingMdxReference(\"Heading\", true);\n if (!Note) _missingMdxReference(\"Note\", true);\n if (!ZoomImage) _missingMdxReference(\"ZoomImage\", true);\n return _jsxs(_Fragment, {\n children: [_jsx(_components.p, {\n children: \"There are two ways to collect data from users when they engage with your AI Chat.\"\n }), \"\\n\", _jsxs(_components.ol, {\n children: [\"\\n\", _jsx(_components.li, {\n children: \"Through a form\"\n }), \"\\n\", _jsx(_components.li, {\n children: \"Conversationally\"\n }), \"\\n\"]\n }), \"\\n\", _jsx(_components.p, {\n children: \"There are pros and cons for each approach. Forms are easier to set up and is programmatic, but collecting information conversationally is more\\nnatural and engaging despite the added complexity. You can send any collected data via webhook to a CRM as soon as your user submits it.\"\n }), \"\\n\", _jsx(Heading, {\n level: \"2\",\n id: \"collecting-data-through-a-form\",\n children: \"Collecting data through a form\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"To add a form to your AI Chat, go to Customizations tab on the left navigation menu, then scroll down until you see the “Form” section:\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-13.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"You can select one of the default fields you’d like to include in the form. Alternatively, you can create custom fields.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-14.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"For custom fields, you can change the field types (text, dropdown, checkbox). You can also make certain fields mandatory. If at least one field is\\nmandatory, you will also gain the option to make the entire form mandatory before the user can proceed with chatting. Making the form mandatory\\nwill cause the “x” button on the top right of the form to disappear, thereby preventing users from closing the form before completing it.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-15.png\"\n })\n })\n }), \"\\n\", _jsx(Heading, {\n level: \"2\",\n id: \"collecting-data-conversationally\",\n children: \"Collecting data conversationally\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"If you want to maintain a natural conversational flow and collect data from users directly, you will have to configure your AI Agent(s) prompt and\\nset up variables to store the collected information.\"\n }), \"\\n\", _jsx(Heading, {\n level: \"3\",\n id: \"editing-the-prompt\",\n children: \"Editing the prompt\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"The behavior of your AI Chat is governed by your AI Agent(s)‘s prompt. To review and edit the prompt, go to AI Agents\\ntab on the left navigation menu, then click on the Agent you’d like to edit.\"\n }), \"\\n\", _jsx(Note, {\n children: _jsx(_components.p, {\n children: \"If you created your AI Chat using a template, then you may be using a default\\nprompt we generated for you. If this is the first time you are configuring an\\nAI Agent prompt, we recommend you to read our Prompt Engineering guide for\\nbest practices.\"\n })\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-16.png\"\n })\n })\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-17.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"Configure your prompt to include detailed instructions for collecting user data. Make sure you cover when, what, and how. For example, here is a snippet\\nthat can serve as a guide:\"\n }), \"\\n\", _jsx(CodeBlock, {\n filename: \"\",\n expandable: \"false\",\n children: _jsx(_components.pre, {\n className: \"language-plaintext\",\n children: _jsxs(_components.code, {\n children: [_jsx(_components.span, {\n className: \"\",\n children: \"### Instructions\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- When engaging with the user for the first time, politely ask for their first name.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- Once the user provides their first name, proceed with the following steps to collect their contact information.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- Ask for the user's mobile telephone number after collecting their first name.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- After the mobile telephone number is collected, ask for their e-mail address.\"\n }), \"\\n\", _jsx(_components.span, {\n className: \"\",\n children: \"- If the user is not comfortable providing any particular piece of information, do not force them. Respect their decision.\"\n }), \"\\n\"]\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"But this only directs the AI to ask for information from the user. We still need a way to store the collected information. Next, we’ll teach you how to store\\nthe collected data into variables.\"\n }), \"\\n\", _jsx(Heading, {\n level: \"3\",\n id: \"setting-up-variables\",\n children: \"Setting up variables\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Go to Customizations tab on right navigation bar, then scroll down until you see “User Data Collection”. Click to expand it.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-18.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"Inside, you can create variables to store information that is collected from the user during the conversation. You can set up multiple variables, each corresponding\\nto a single piece of information. When setting up a variable, please provide the variable name, description, and example values. Try to be as detailed and explicit\\nas possible.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-19.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: _jsx(_components.em, {\n children: \"The more examples you provide, the better it is for the AI to understand the format you’re looking for.\"\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"Make sure to define enough variables to store all the information you are requesting from the user. In the example prompt snippet above, you would need the user’s name,\\nphone, and email.\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Once everything has been set up, you can test the AI Chat in preview mode. If everything works as intended, you should see the data being collected in your inbox every\\ntime a user engages meaningfully with your AI Chat.\"\n }), \"\\n\", _jsx(Note, {\n children: _jsx(_components.p, {\n children: \"Variable values can change if the user specifies that they want to make a\\ncorrection or update. The AI is generally good at understanding the correct\\nvalue to assign.\"\n })\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-20.png\"\n })\n })\n }), \"\\n\", _jsx(Heading, {\n level: \"2\",\n id: \"sending-data-to-your-crm\",\n children: \"Sending data to your CRM\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Regardless of whether you want to collect data using a form or conversationally, you may wish to send that information to another CRM for follow up. GPT-trainer supports\\nwebhooks with smart triggers that can alert you to new leads as soon as they engage with the AI.\"\n }), \"\\n\", _jsx(_components.p, {\n children: \"Go to Customizations tab on the left navigation menu. Then scroll down to “Webhook”. Click to expand it.\"\n }), \"\\n\", _jsx(Frame, {\n children: _jsx(ZoomImage, {\n children: _jsx(\"img\", {\n src: \"https://mintlify.s3.us-west-1.amazonaws.com/paladinmaxinc/images/lead-collection-21.png\"\n })\n })\n }), \"\\n\", _jsx(_components.p, {\n children: \"If you are using a form, then you can select the “Form Submission” event and specify the API endpoint where you want the collected data to be sent (POST request).\"\n }), \"\\n\", _jsxs(_components.p, {\n children: [\"If you are using variables to store user data, then you can select the “Data Collection” event and choose the variables you’d like to be sent. \", _jsx(_components.strong, {\n children: \"Please note that the webhook\\nwill only be triggered if all your designated variables have been collected (must not be empty).\"\n })]\n }), \"\\n\", _jsx(_components.p, {\n children: \"If you want certain variables to be optional, then you can give it a default value during variable setup. 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