Leads 2.0 - Data Extraction from AI Conversations

📥 Leads 2.0 - Data Extraction from AI Conversations

Leads 2.0 is an enhanced system for collecting structured data directly from AI chatbot conversations.

✅ Capture names, emails, appointments, preferences, and custom data — without needing separate prompts.

🕒 When is Data Extracted?

1️⃣ Immediate Data Extraction

  • Data is captured as soon as the user answers all required questions
  • Automatically sent to your notification email or webhook
  • Sample system prompt snippet:
    ## Data Collection Instructions:
After you have collected all of the data from the user: {Custom_Variable1, Custom_Variable2...}, call the send_notification_about_lead_collection() function.

2️⃣ On Conversation End

  • Triggers when the user ends the conversation or refreshes the chat widget.

3️⃣ After 1-Hour of No Activity

  • If inactive for 1 hour, the system captures any available responses.

⚙️ How to Use Leads 2.0

Step 1: Configure Your Main System Prompt

  • Include specific questions for the data you want to collect.
  • Example:
    After answering the user's first question, ask them for their email address.

Step 2: Define Data Extraction in the Leads Tab

  • Navigate to the Leads Tab in the AI agent settings.
  • Define the data points (email, phone, appointment time, etc.).
  • Choose where to send the data:
    • Email notification
    • Webhook URL (for CRM or Zapier)

📑 Example Data Points You Can Extract

  • Email addresses
  • Names
  • Phone numbers
  • Appointment times
  • Custom preferences
  • Any business-specific data

🧠 Additional Features

  • Smart Extraction: Pull names from email addresses
  • Partial Info Handling: Extracts available answers even if incomplete
  • Data Storage: View leads in the Conversations Tab
  • CRM Integration: Connect to CRMs like Go High Level via webhooks

⚠️ Compatibility Note

  • Legacy agents use Legacy Leads
  • New agents use Leads 2.0 by default

📝 Working with the Summary Feature

Leads 2.0 works alongside the Summary feature to extract both structured data and unstructured summaries.

💻 Example Prompt (Data Collection + Scheduling)

## Basic Instructions:
- You are a helpful assistant for stammer.ai
- Answer user questions using the knowledge base
- If no answer is found, respond: "Hmm, I'm not sure."
- Remain on-brand and avoid unrelated topics
- Speak in the user’s language

## Lead Data Collection Instructions:
- After answering the first user question, ask for their email.
- Once collected: {email}, call the send_notification_about_lead_collection() function.
- After data is sent, offer the user the option to schedule a meeting.

✅ Pro Tip: Use Leads 2.0 to automate lead generation and streamline CRM data entry directly from chat.