How to customize data collection in your Bookipi AI Receptionist
Customize the data your AI Receptionist collects. Follow these easy steps to set up and personalize your AI Receptionist’s data collection.
Step 1: Click ‘Receptionist’.
On the left panel of your dashboard, click ‘Receptionist’.
Step 2: Click ‘Edit’.
Click ‘Edit’ on the upper right of your dashboard.
Step 3: Select ‘Actions’.
Select the ‘Actions’ section from the available options.
Step 4: Choose ‘Data Collection’.
Click the ‘Data Collection’ tab.
Step 5: Create a new data field.
Click ‘+ Create a new field’ to add a new field.
Step 6: Enter the details.
Define the information you want to gather from customers, and your receptionist will collect it during calls.
Step 7: Save the information.
Click ‘Save’ to store the data.
Step 8: Proceed to the next step.
Click ‘Next’ in the upper-right corner to move on to testing your AI Receptionist.
Step 9: Test your receptionist.
Click ‘Call’ to start a test conversation.
Step 10: Click ‘Publish’.
When you're ready, click ‘Publish’ in the top right of the page to launch your AI receptionist.
Step 11: Confirm to publish.
Select ‘Publish’ to confirm and go live with your updated AI receptionist.
Common FAQs about how to customize data collection in your Bookipi AI Receptionist
Q: What is data collection in the Bookipi AI Receptionist?
A: Data collection refers to the process where your AI receptionist gathers information from customers during calls, such as their name, contact details, reason for calling, or any other details you want to track.
Q: Can I change the questions my receptionist asks at any time?
A: Yes, you can update or add new questions at any time. After republishing, the changes will take effect immediately for all incoming calls. You can also run test calls to ensure the AI receptionist collects information exactly as you want.
Q: What happens if a customer doesn’t provide the requested information?
A: Optional fields can be skipped, and mandatory fields can prompt the receptionist to ask politely again, ensuring a smooth call experience.
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