Who This Is For / When to Use
Use Add Contact Info when you want an AI Agent to:
Collect missing contact details during conversations
Update standard contact fields automatically
Prepare contacts for workflows, appointments, or follow-ups
What Is Add Contact Info
Add Contact Info is an AI action configured inside an AI Agent’s Bot Goals.
It allows the AI Agent to:
Ask the contact for specific information
Save that information directly to the contact record
Update only empty fields to protect existing data
Where to Find Add Contact Info
Go to AI Agents → Conversation AI.
Open the AI Agent you want to configure.
Select the Bot Goals tab.
Scroll to Setup your Actions and click Add Contact Info.
Bot Requirements Before Setup
Before adding this action:
The AI Agent must have a Bot Name
The bot should be set to Suggestive or Auto Pilot mode
At least one communication channel must be selected
Configuring the Add Contact Info Action
When the Add Contact Info panel opens, configure each field carefully.
Required Fields
Action Name
A label for internal identification (for example:Contact Date of Birth).Which contact field to be updated
Select the standard contact field to update, such as:Name
Email
Phone number
Business name
Date of birth
What to update in the field
Describe what the AI should find and save.
Example:
This is the date of birth of the contact.
Click Save when finished.
Adding Prompts So the AI Can Collect Data
The AI Agent will only update contact fields if the prompt explicitly asks for the information.
You must include instructions inside the bot’s prompt.
Where to Add Instructions
Add questions inside Additional Information in the bot prompt.
Examples:
“Ask the customer for their date of birth.”
“Collect the customer’s business name.”
Without these instructions, the action will not run.
Supported Contact Fields
Add Contact Info supports standard contact fields only, including:
Name
Email
Phone number
Business name
Date of birth
Custom contact fields are not supported.
Important Behavior Rules
The AI updates only empty contact fields
Existing data is never overwritten
Email and phone numbers are updated automatically when detected
Changes are saved immediately after the action runs
Common Issues and Fixes
Contact field was not updated
Cause: The prompt did not ask for the information.
Fix: Add a clear question to the bot’s prompt and retry.
Existing data did not change
Expected behavior.
Add Contact Info never overwrites existing contact information.
Action exists but never runs
Cause: The AI was never given the required data in conversation.
Fix: Ensure the contact actually provides the information in their reply.
Frequently Asked Questions
What does Add Contact Info do?
It allows an AI Agent to collect and save missing contact details during a conversation.
Can the AI overwrite existing contact data?
No. Only empty fields are updated.
Do I need to manually map email and phone fields?
No. Email and phone numbers are detected and updated automatically.
Can this be used for appointment flows?
Yes. It’s commonly used to collect required details before booking appointments.
What happens if the prompt is missing instructions?
The AI will not collect the data, and the contact record remains unchanged.
Can I use this with integrations or automations?
Yes. Updated contact data can be used immediately by workflows, appointments, and automations.