Summary
This article explains how to collect customer details using chatbot questions and save responses to contact profiles.
Why Collect Data Using Chatbot?
Chatbots can collect:
- Name
- Order number
- Location
- Preferences
This helps in follow-ups and CRM syncing.
Adding Question Blocks in Flow
Steps:
- Add question node
- Choose answer type (text, number, option)
- Set validation if needed
- Map answer to contact field
Saving Responses to Contact Profile
Each answer can be saved as:
- Standard field (name, phone)
- Custom field (order ID, city)
This data is available in:
- Inbox
- Contacts
- Campaign personalization
Using Responses for Automation
Saved data can be used to:
- Route chats
- Trigger follow-ups
- Personalize messages
Example:
If city = Indore → assign to local sales team.
Data Accuracy Tips
- Ask only required questions
- Avoid long forms
- Confirm important details