How It Works
Jodie is goal-oriented - she'll answer customer questions based on your website and training data, but she'll also naturally collect the information you need during the conversation.
This information is available in your dashboard & via email after every call.
Setting Up Information Collection
Go to Settings > Smart Questions
Choose which information to collect by toggling each option:
Always Required:
Name - Personalizes conversations and creates accurate records
Phone Number - Essential for follow-up contact and scheduling
Message - Asks customers to describe their needs and requirements
Optional:
Email Address - For confirmations, quotes, and ongoing communication
Address - Gather location information for service calls and deliveries
Click Save Changes
How Jodie Collects Information
Jodie will naturally work these questions into the conversation flow:
She'll ask for missing information when it becomes relevant
She won't interrupt - she'll find the right moment to ask
She'll collect info while helping customers with their questions
If booking comes up and you have the booking system enabled, she'll handle that too (SMS booking links)
Example
Customer calls asking about services → Jodie answers their questions AND naturally collects:
Their name for personalisation
Phone number for follow-up
What specific service they need
Email (if enabled) for quotes
Address (if enabled) for service location
All while having a helpful conversation!
What You Get
Complete customer information collected automatically during natural conversations, plus booking requests handled with SMS links (if you have the booking system enabled).