Data Collection & Database How To Enable Conversational Data Collection Estimated reading: 3 minutes Last Updated 23/05/2025 Before Neexa can start building your contact Database, data collection needs to be enabled. This allows your AI agent to automatically capture and store lead information from conversations across your connected channels — like your website, Instagram, email, or WhatsApp. This article walks you through exactly how to enable data collection in just a few steps. Turning On Data Collection go to Your Unibox Click Settings Icon Click Automations Click Database on the left panel toggle ON Set a Condition Decide when the AI should start collecting user data. You can choose between: User Message Count – e.g., after the user has sent 3 messages AI Response Count – e.g., after the AI has replied 2 times Set the condition value (the exact number that triggers data collection). Choose Data Collection Style Data First – The AI collects the required information before continuing the conversation. Smart Assist – The AI responds helpfully while collecting the data during the conversation. Customize What Data Is Collected Tell the AI what kind of customer data you want to collect. Phone Number Email Address Text ( i.e. name, business, country etc.) Numeric Date Select (Create your own options from a dropdown) Understanding Each Field Setting in Data Collection When setting up custom fields for your AI to collect (like Name, Email, Phone Number, etc.), you’ll see three options: Description, Validation, and Required. Here’s what each one means and how to use it effectively: Description This is a short note to help you (and your team) understand what the field is meant to collect. For example: If the field is “Name,” the description might be: “This is the user’s name” For “Email,” the description could be: “This is the User’s E-mail.” Validation This tells the AI what kind of input is acceptable. In other words, it helps the AI know whether the user gave a valid response or not. Examples: For an email field, the validation should check if the input looks like a real email (e.g., someone@example.com) For a phone number, it might check for correct number length or digits only ⚠️ Without validation, the AI may accept incorrect or incomplete responses (like “yes” as an email). Required This setting decides whether the field is mandatory or optional. If Required is ON ✅:The AI will insist on collecting that field before continuing the conversation. If Required is OFF ❌:The AI will ask for the field, but it won’t push or follow up if the user skips it. Use it wisely Pro Tip: Keep the conversation smooth. Only mark what you really need as required, so the AI doesn’t come across as pushy or repetitive. Click Save to save settings That’s it! Your AI agent will now begin collecting contact data from all qualifying conversations. How It Works Behind the Scenes Once enabled: Neexa will detect when a user shares contact information in a chat. That data is automatically stored in your Database, along with the conversation context and source. You can monitor, filter, or export these entries anytime. ⚠️ Important Note If data collection is disabled, your AI will still chat with users, but none of their contact information will be saved for future follow-up or analysis. Make sure it’s turned on if you want your CRM and follow-ups to work correctly. 📘 Related Resources What is Autonomous CRM? Data Collection & Database - Previous What is Conversational Data Collection? Next - Data Collection & Database Data First vs. Smart Assist: What’s the Difference?
