📱Get customer data
Last updated
Last updated
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.
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.
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.
