Set Field as a Tool
in progress
Anshuman Shrivastav
The Problem: Currently, CloseBot is excellent at updating contact fields when the AI is specifically on an Objective Node. However, if the bot is in a Conversation Node and a lead volunteers a key detail (e.g., "I'm driving a 2022 Ford F-150"), that data isn't always captured or mapped to the contact field because the bot wasn't explicitly "looking" for it at that stage.
The Solution: Implement a tool that would allow the AI to cross-reference the entire conversation against designated Contact Custom Fields. If a lead mentions a Make, Model, or Year at any point in the chat—even if the bot is just chatting generally—the AI should recognize that data and automatically update the corresponding field.
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Bryce DeCora
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Alex_GG Bogdan
Isn't that what Conversation Summary or Transcript does? Choose a field and CB will constantly update that field with info from objectives and conversation.
Anshuman Shrivastav
Alex_GG Bogdan but thats for the summary, I am talking about specific custom fields