Overview

A data entry card allows you to collect information from your customers. This can serve multiple purposes and benefits, such as:

• Providing personal and specific services to your customer. For example, providing shipment information based on a tracking number.
• Collect data about the customer for future communication.
• Reducing agent wait times by pre-collecting basic information.

Create Data Entry

1. In the New card sidebar, click on Data entry.

2. Fill in the following text boxes as desired for the message attached: Friendly name,Cover image Title, Text.
3. From the Question property drop-down, select the information you want to collect and accordingly fill in any boxes shown.
4. In the Question type section, click on your desired option
   • If you chose Multiple Choice, add desired buttons.

     Multiple choice gives you control over the answers you'll accept from your customers.

🚧

Note:

Currently, this is only optional in our new bot.

5. Click Save.

📘

Tip:

Some Question propertys have an Ask when choice box. Choose the desired behavior for the question when the value has already been collected.