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Collecting and organizing customer data is essential for improving AI-driven interactions. AI Studio allows you to enable data collection, helping your AI agent gather relevant customer information to provide personalized responses. Follow these steps to configure the data collection skillset efficiently.

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Step 1: Navigate to AI Studio

  • Go to AI Studio dashboard, and click Active agent or create a new one by clicking Create new agent. See How to Setup an AI Studio for the details.

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Step 2: Enable Data Collection

  • Select Data Collection toggle and click to configure the settings.

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Step 3: Select Primary Data to Collect

  • You can choose the type of customer information you prefer by clicking the checkbox.
Click Checkbox on your preferred Cust information
  • Then type additional instructions inside the data field.
Type additional instructions inside the data field

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Step 4: Select Additional Data (Optional)

  • In addition to primary data, you can enable extra fields and provide data description and additional instruction.
Enable extra fields then provide data description, and instruction
  • You can also add custom fields based on your preferences by adding new fields on a customer, click your preferred customer and click Add new field.
Add custom fields by clicking Add new field
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