Recording Customer Information in AI Task
During a conversation, when a customer provides key information proactively or in response to our inquiry, you can use AI Task to record this information.
This can be used for product recommendations as well as customer profiling or business notes.
Steps to Operate
1. Enter AI Task
- In the admin console, find the corresponding AI Task
- Open the task editing page
2. Edit Task Content (Example: Product Recommendation)
- Add logic rules in the task
- Configure information collection and execution actions
Tag Information Management
- On the right, click the blue “+” button to create new tag information to be collected.
- For example:
Customer Budget,Customer Needs, etc.
Example Configuration
Product Recommendations
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When customers want to know about the product.
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When "Customer Budget" is empty:
If there is a "Customer Budget" in the past conversation, you must call {{tool.update.visitor.CustomerBudget_c}} to record it in the "Customer Budget".
If there is no "Customer Budget" in the past conversation, you must politely ask, "What is your approximate budget? Could you please tell me so I can better recommend products?"
When "Customer Budget" is not empty:
Based on the "Customer Budget" and the "Customer's Described Needs," search the knowledge base and output the corresponding products. Output format: "Product Name + Product Price"