📱Get customer data

NovaTalks has automated chatbot scenarios for gathering customer contact details: phone number and email. An agent can run this scenario during a conversation with a customer at any time. After the scenario is completed, the conversation will return to the agent in the Open status for further handling.

Scenarios can be launched by clicking a custom button in the Reply section or manually running a macro.

Features are available for messengers: Telegram, Viber public, Facebook.

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Getting a customer's phone number

The Get Phone function allows you to run a chatbot script to request a phone number. The phone number is sent using a messenger button.

Text messages sent to a customer can be edited in a macro setting (For more details - Macroses Get customer data)

After the scenario is completed, an agent will see the result of the scenario execution in a Private note: successful or unsuccessful.

If a phone number is successfully obtained, it is recorded in a contact card in the Phone Number field.

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Getting a customer's email

The Get Email function allows you to run a chatbot script to request an email.

Text messages sent to a customer can be edited in a macro setting (For more details - Macroses Get customer data)

After the scenario is completed, an agent will see the result of the scenario execution in a Private note: successful or unsuccessful.

If an email is successfully obtained, it is recorded in a contact card in the Email field.