GoHighLevel Conversation AI: Add Contact Info

The new Add Contact Info feature is designed to simplify contact management on GoHighLevel – and here’s why you need to start using it today! Whether you’re updating contact details or collecting essential client data, this update ensures seamless interaction through Conversation AI while maintaining data accuracy.

The Add Contact Info feature empowers users to update key client information, such as names, emails, phone numbers, and more, directly through the AI bot. By automating the process, it eliminates the hassle of manual updates, ensuring businesses can focus on enhancing customer interactions.

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What’s New?

GoHighLevel has added the ability to update and save contact details in real time through the Conversation AI bot. Key highlights of this update include:

1. Adding or updating information like names, phone numbers, emails, and business names.
2. Streamlined automation to maintain accurate client data.
3. Automatic updates for email and phone fields, saving additional steps.

Why This Update Is Important

Managing customer data is critical for any business. With this update, you can:

• Avoid time-consuming manual data entry.
• Enhance customer interactions by having accurate, up-to-date information.
• Strengthen automation with seamless data updates, ensuring the bot operates efficiently.

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How to Implement Add Contact Info in Your Business

1. Access the Add Contact Info Feature
   • Go to the Bot Goals tab in your AI bot settings.
   • Click the Add Contact Info button.
   • If creating a new bot, assign or edit its name to unlock this feature.
2. Set Up the Fields
   • Assign an Action Name to the update (e.g., “Update Contact’s Phone Number”).
   • Select the field you want to update (e.g., email, business name).
   • Provide a short description to guide the update, such as:
     • “This is the birth date of the contact.”
     • “This is the business name of the contact.”
   • Optionally, include an Output Example for clarity (e.g., “John Doe’s Business Name”).
3. Save and Automate
   • Save your settings to enable the bot to collect and update the specified fields during customer interactions.

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Customization Tips

• Tailor the Bot Prompt: Include specific instructions to guide the bot. For instance:
  • “Ask for the customer’s date of birth before booking an appointment.”
• Collect Essential Details: Create a step-by-step bot prompt to gather key data:
  • Ask for the customer’s name.
  • Ask for the customer’s email.
  • Ask for the customer’s phone number.
  • Ask for the customer’s business name.
• Use Examples: Add output examples to clarify how updated fields should look.

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Benefits of this Update

• Increased Efficiency: Automation saves time and ensures accurate data collection.
• Improved Customer Satisfaction: Updated contact information leads to smoother communication.
• Streamlined Workflow: Automatic updates reduce errors and enhance the bot’s functionality.

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Conclusion

The Add Contact Info feature:

• Simplifies data updates through AI bots.
• Saves time with automated email and phone updates.
• Enhances customer interaction with accurate contact details.

What feature would you love to see next in GoHighLevel? Drop a comment below and let’s talk!