Collecting Data

Hey there! If you're looking to gather information from your visitors or capture leads with your AI Agent, you’re in the right place!

Collecting data is easy with our platform, and I’ll guide you through each step. Let’s get started! 😊

Step 1: Enable Data Collection

First, head over to your agent settings by navigating to the Collect Data section.

Look for the "Collect Data" option and ensure you check the "Collect Data" checkbox. This will activate data collection for your agent.

Step 2: Choose Your Form

Once data collection is enabled, you’ll need to select your form.

All your forms will be listed in a dropdown menu. If you haven’t created one yet, simply click on 'Create a new form' to set one up.

Step 3: Final Instructions (Optional)

Optionally, you can provide closing instructions for what the agent should say in their final message. This is useful for wrapping up the conversation or offering a coupon code, such as "Suggest 50-OFF as a coupon code."

Step 4: Redirect (Optional)

Finally, in the After Collecting section, you can specify a URL to redirect your users to once the data collection process is complete.

And just like that, you’ve set up your agent to collect data! If you have any questions or need assistance, don’t hesitate to reach out to our support at support@insightgoat.ai.

Happy data gathering! 📊

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