How to Set Up Lead Data Capture Tool

What is Lead Data Capture?

ABC Sales AI automatically saves basic information like a customer's Name, Email, and Phone Number.

However, if you want the AI to remember _specific_ details unique to your business—like a customer's budget, birthday, or product interest—you need to use the Lead Data Capture tool. This process involves two main parts: creating a "box" to store the info (Custom Field) and teaching the AI how to fill it (AI Tool).

Step 1: Create a Custom Field

First, you must create a place in the database to store the new information.

1. Click on your Profile Icon in the top right corner.
2. Select Custom Fields from the menu.
3. Click + Add Custom Field. You will need to choose the correct Type of data you want to collect:

| Type | Use For | Examples |

| ---------- | ------------------------ | --------------------------------------------------- |

| Text | General words or phrases | Interested Product, Programme Name, Job Title, City |

| Number | Numerical values | Age, Budget, Number of Children, Quantity |

| Date | Calendar dates | Birthday, Appointment Date, Event Date |

Step 2: Enable the AI Tool

Now that the field exists, you need to give the AI the ability to use it.

1. Go to your AI Agent settings.
2. Click on the AI Tools tab.
3. Find and click on \lead_data_capture\.

Step 3: Configure the AI Instructions

This is the most critical step. You must tell the AI exactly what to look for and where to save it.

In the tool settings, fill in the details:

• Tool's Name: Give it a clear name (e.g., "Customer Budget").
• Description: This is the instruction the AI will read. Use the following format strictly:

> "Use this tool (Tool Name) to capture the user's [Information] and store it as the custom field 'field_name'"

⚠️ Important: The "Underscore" Rule

When writing the Description, you must use the exact system name of the custom field.

• In the system, spaces are converted to underscores (\\_\).
• Do not type spaces in the description field name.

Example:

• If your Custom Field is named "Web Meet Link"...
• CORRECT: "...store it as the custom field 'web_meet_link'"
• WRONG: "...store it as the custom field 'web meet link'"

Example Template

> Lead Data Capture

Use this tool (tool name) to capture the user's (age/birthday..) and stored it as the custom field "Variable_Name" when the customer provide their (age/birthday..).

Explanation:

• (Tool Name): Enter your tool name (e.g. _Capture Age_)
• (age/birthday..): What information you want to capture.
• "Variable_Name": Click the (Show Variables), choose the variable you would like to store the information in. (Tips: Remember to include the symbol "", e.g. "age", "birthday_date")