capture user info for leads

Actually, this is a rather complex topic, and I have been thinking about the safe/good way to implement this for a few days.

It could be preset questions, asked right at the beginning or after a defined number of questions. The answer would be directly used as an input, and we could set if it’s a name, email, or a number, to do some validation and make sure the user doesn’t reply a whole sentence.

The AI models themselves aren’t not able to participate in this, however.

Let me know your thoughts ??

hi jody.

A good option may be a self define option (can be disable/enable on the backend). Ask the user to enter their contact detail eg name, phone or email at the start. before they can enter anything into the ai input field/prompt.

this is purely for capturing leads and no need any AI input.

or prompt the user for their name and contact detail in the ai input field/prompt. instead of sending their name and contact for ai processing. send them to a log file instead.

• This reply was modified 1 year, 9 months ago by Paul Wu.

This is exactly the implementation I’m looking for as well. It would be fantastic if the outputs could be integrated with a CRM or Google Sheets to facilitate lead management. The current form implementation is impressive, as it enables customizing prompts based on the inputted information. However, having the ability to engage in a free-form conversation with a trained model after the initial information is collected would take it to the next level. Essentially, I envision it functioning as a virtual assistant: “Hi there! May I have your name and contact information? Great, Now….What seems to be the issue? Let’s chat about it!”

Ask the user to enter their contact detail eg name, phone or email at the start.

Visually, how would you see that? Should be in the chatbot itself right? Right now, there is a way to do this through the AI Forms, then the shortcode of the chatbot is generated automatically ?? But yeah, that wouldn’t happen right away in the chatbot in that case.

I am thinking of the perfect implementation for it, and will do this! Perfect way to capture name and emails, yes!

Interesting, I know how busy you are so this could be a push, but how would I implement the call of the chatbot after the forms inputs are complete? That sounds interesting. I don’t know how you could pull data that just pops up in the chat process

exactly. this feature will make the plugin more commercially viable,

hi, jordy, ?prompt in the chatbot itself like nbntv has suggested.

AI prompt : “Hi there! May I have your name and contact information?

user: my name is NBNTV. my email is [email protected]

— this info send to a log file in csv format.

AI prompt : great, NBNTV, how can i help you today.

now send any replies / comments below for chatgpt ai processing

Maybe doing this through the AI Forms would be a bit too much (as they are “AI” forms – but that doesn’t involve AI per se). And I don’t think it will be very exciting for an user to start the experience through a traditional form.

Better to implement this directly in the chatbot.

My problematics are a bit more meta ?? The order of the sentences, how to choose them, how to make them mandatory or not, etc, etc. I am trying to think about all the possibilities to avoid having something that works fine for a few but clunky for everyone else.

I probably need to build a nice new params that allows writing sentences, and defining variable names for each reply, with a validation type (email, name, number, etc).

What’s your name? [NAME]
What’s your email? [EMAIL]

Then based on this, the context will be able to re-use those terms (in this case, we would probably reuse the [NAME]). Also, we would be able to catch the content of the other variables like [EMAIL]. That will be taken care of by the developer (I can’t do that in AI Engine; it’s not a newsletter engine or an emailing system – there are thousands of ways to handle this kind of data, in my case, it’s Mailchimp or MailPoet – but we could also create an User directly).

This would work perfectly. However, I need to design (programmatically) the parameter that supports this and the different use cases, and find a way to add this into my Settings as well, while keeping everything super easy.

As a side note, we probably can’t do something like: “user: my name is NBNTV. my email is [email protected]”.

That is extremely complex. We would need to do a separate query to the AI to extract for us the email and the name for the sentence. It wouldn’t be perfect, and depending on what we ask (people might want the product name, the order ID, their age, etc) it might just fail. I prefer to make sure to build something that is stable and works ??

implement in the chatbot is ideal.

Or we can prompt the user for their name, email, contact first in the first screen (lead form), after the user entering the information, then we can display the chatbot prompt in the second screen. if others don’t want the lead form. then they can switch it off at the backend.

or use a shortcode method to display the lead form.

I know this is a kinda weird analogy but, if you had a look at the Bing launch yesterday, the way they used AI to do a live precis of the requested information in an interactive way, but then moved to a conversational chat to help a user discover more information at their own pace in their own language context was pretty good. The use of the collected data and how to measure if the user wanted to initiate contact from the collect data would be tricky I would imagine though. If you could set up input fields to collect as much as you needed for your CRM/SHEET then could nominate the final form field as the trigger to call the chatbot that might work? Would be great it the bot could use the name field as a reference in the chats though, that would be a great user / personal experience

• This reply was modified 1 year, 9 months ago by NBNTelevision.

yes agreed with NBNTV.

I think I got the exact idea in my head now, guys, thanks! Just need to implement. This is going to be cool, and indeed, a way to monetize the inflow of visitors, in a way ??

I can’t wait to see what you come up with ?? So cool man