How to Collect Contact Info Automatically

Fuely AI can save customer details it learns during a conversation — name, phone, email, city, budget, anything you tell it to watch for — straight to the contact card in your Leads pipeline. You choose what to collect with the Collect contact info setting on an automation.

Set it up in Automations

1. Go to Fuely AI → Automations.
2. Open Main bot to collect the same details everywhere, or a specific source to collect different details there.
3. Open Collect contact info and add the fields you want — each one is a short description of what to capture, for example "the customer's email address" or "which service they're interested in".

The AI doesn't interrogate the customer — it fills the fields in naturally as the details come up in conversation. If you want it to actively ask, say so in the automation's Additional instructions (for example, "always ask for a phone number before booking").

Or ask the AI Co-Worker

Tell it what you want in chat:

"Save the customer's email and city from every conversation"

It adds the fields and confirms what it set.

Where the data goes

Collected details appear on the contact card in Leads, visible to your whole team. Your team can also see them mid-conversation when taking over a chat.

Note: Like every automation setting, Collect contact info is inherited from Main bot unless you override it — so leads from one ad campaign can get extra qualification fields while the rest of your traffic keeps the defaults.