Collecting customer data is an Action where the chain continues only if the user sends a message of their own:
When using this block, you can customize the data you wish to collect from the user. You can store 3 types of data in the customer’s card (in the CRM):
Phone number
Email
A free-text message
The message can be one of the following types:
Text
Image
Video
Audio
Document
Each time a user goes through this section of the chain and sends a message, the data will be overwritten in their client card.
Parameter: If the answer is incorrect
Depending on your settings, the bot will check the message the user sends. If it doesn't match the expected input, the bot will ask the user to resend the message. You can set the bot to check from 1 to 5 times, or continuously, until the desired answer is received
Parameter: “If the client responded after”
This setting determines the time the bot waits for a user’s response. If the user responds after the allotted time, you have 2 options:
Exit without any explanation.
Exit and send the message.
Parameter: “Save answer to variable”
This is one of the most useful parameters. It allows you to save the user’s response to a variable, which can be displayed in future interactions with the user:
You can learn more about variables in this article.
Each user has a unique client card containing their data. You can access the client card by clicking on a dialog or on the client’s name in these sections:
Client card in section: Chats
Client card in the section: Clients
The values of variables are visible only in the client card under the Clients section. In the future, it will be possible to export these values when exporting the client database.
All the information and collected data can be exported in CSV format:
1. Open the project settings
2. Go to the Clients section
3. Click on Export
A window will open where you can select the account and the parameters of the clients you wish to export:
You can export the entire customer base, or only users with a specific tag.