How To Set Data First or AI Assist

Last Updated 23/05/2025

When using Neexa’s AI to interact with your customers, you can choose how it collects conversational data. Neexa offers two data collection styles, Data First and AI Assist, that control when and how your AI gathers important user information during chats.

Go to Your Neexa Dashboard  Click Settings Icon next to you AI agent

Select the Automations  Click Database on the left side panel and toggle it ON  Click Save

Set a Condition

Decide when the AI should start gathering user data during a conversation. You can select one of two triggers:

• User Message Count – Data collection starts after the user has sent a set number of messages e.g., after the user has sent 3 messages
• AI Response Count – Data collection starts after the AI has sent a set number of replies e.g., after the AI has replied 2 times

Then, set the condition value (the exact number that triggers data collection, for example, collect data after 3 user messages or 2 AI responses)

Choose Data Collection Style

Data First 

• The AI collects all required information before continuing the conversation.
• This means the AI will focus on gathering data like contact info, preferences, or other key details upfront.
• Use this style if capturing complete user data early is critical to your workflow or sales process.

Smart Assist 

• The AI responds helpfully while collecting the data during the conversation.
• This style blends helpful responses with data collection, creating a smoother and less intrusive chat experience.
• Use this option if maintaining conversational flow and customer engagement is your priority.

Once you’ve selected the trigger and data collection style, click Save to activate your choices.

Final Tip:

Both options work well, it just depends on what matters most first: the data or the conversation. Pick the one that matches your strategy.

📘 Related Resources

Data First vs. AI Assist: What’s the Difference?