As your AI agent chats with customers, it picks up details that fit your customer data fields, such as skin type or shoe size. When the AI agent is confident about a value, it saves it to the customer automatically. When it isn’t sure, it suggests the value in the customer’s Additional data card so your team can approve or reject it.
Step 1: Describe your data fields
The AI agent uses each field’s name and description to know what to look for. A description is optional, but it helps the AI agent find the right value.
- Open Customers and open a customer’s profile.
- In the Additional data card, add a new field or edit an existing one.
- Fill in Description (optional) (up to 255 characters). For example: “Customer’s skin type or shoe size”.
Data fields are managed from the customer profile. The Collect data skill in AI Studio links to them with Manage.
Step 2: Review suggestions
You only need to review values the AI agent isn’t sure about. Suggestions show up in the Additional data card in two places:
- The customer’s profile in Customers.
- The Customer Details panel in bitChat live chat.
Each suggestion shows as a purple pill, for example Suggested: add Oily. If the field already has a value, the current value appears above the pill.
- Hover over the pill to see the customer’s message behind the suggestion, for example: “my skin gets oily by noon”.
- Click the check icon to approve the suggestion, or the X icon to reject it.
Values saved by the AI agent
A value the AI agent saved automatically, or one you approved, shows an AI badge. The badge means your AI agent collected it from a customer conversation. If you edit the value, your edit replaces it.
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