Data collection
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AI agent
Data collection
How the AI agent gathers contact details and custom data while it helps — Collect Leads and Collect Data compared.
The agent can gather information while it helps a customer, so your team has what it needs to follow up. Two features under AI Agent → Collect in the dashboard do this, each with its own page and its own list of results.
Collect Leads
Name, email, and phone — with a short widget form or in conversation.
Collect Data
Custom fields per action, like an order number before a return.
Which one to use
| Collect Leads | Collect Data | |
|---|---|---|
| What it gathers | Name, email, and phone number | Any fields you define, up to 20 per action |
| How many | One configuration per workspace | Up to 10 actions, each with its own trigger |
| How it asks | A widget form or conversation — your choice | Always in conversation |
| Results | Customers → Leads | Customers → Collected data |
| Saved to the customer record | Yes — fills empty name, email, and phone | Listed on the customer's profile |
| Webhook event | lead.captured | data.collected |
Both can run at once: a customer asking about a return can be asked for an order number by a Collect Data action and, later, for an email by Collect Leads.
Rules the agent always follows
- It asks when the trigger you described is met — and, for leads, after it has helped first unless you say otherwise.
- It never asks again for something the customer already gave, or that's already on their record.
- It never invents a value and never asks for sensitive data such as passwords, card numbers, or government IDs.
- If the customer declines, it respects that and moves on.
Both features can be limited to specific channels, email each result to your team, and be tested in the Playground, where saves are simulated. Only owners and admins can change their settings.