📝 How to Set Up a Field Saving Smarton
The Field Saving Smarton is designed to collect and validate information from users within the conversation.
It is especially useful when you need the customer to provide specific data, such as name, phone number, address, document, or any custom field you have created in Atom.
This type of Smarton helps to:
Keep customer profiles updated.
Automatically qualify leads.
Schedule appointments or register requests without relying on external forms.
🛠️ Step-by-Step Configuration
#### 1️⃣ Drag the component
In Flowbuilder, drag a Smarton to the canvas of your flow.
#### 2️⃣ Select the Field Saving type
In the configuration panel, select Field Saving in Smarton Type.
#### 3️⃣ Define the fields to collect
Click on Add Field and choose the fields you want to capture.
You can select existing fields in Atom.
Or create new ones indicating:Field nameDescriptionData type (text, number, date, etc.)Number of characters
Field name
Description
Data type (text, number, date, etc.)
Number of characters
🔧 Key Field Configuration
When defining the fields, keep the following in mind:
Mandatory and optional fieldsYou can mark each field as mandatory or optional using the corresponding checkbox.
Mandatory and optional fields
You can mark each field as mandatory or optional using the corresponding checkbox.
Field orderThe order in which you add the fields will be the order in which the Smarton will request them within the conversation.
Field order
The order in which you add the fields will be the order in which the Smarton will request them within the conversation.
Behavior according to the field typeThe mandatory fields:Are requested up to 3 times if the user does not respond correctly.Use the format defined in the field description as a guide.The optional fields:Are requested only once.If the user does not respond, the flow continues.
Behavior according to the field type
The mandatory fields:Are requested up to 3 times if the user does not respond correctly.Use the format defined in the field description as a guide.
Are requested up to 3 times if the user does not respond correctly.
Use the format defined in the field description as a guide.
The optional fields:Are requested only once.If the user does not respond, the flow continues.
Are requested only once.
If the user does not respond, the flow continues.
💡Tip: Write clear and specific descriptions.
The description not only helps the user, but also defines how the AI validates and retries to capture the data.
4️⃣ Response Customization
In this section you can customize how the Smarton requests the data and how it interacts with the user.
If you enable this option, you can define:
Response format and styleHow the message should be presented (structure, clarity, order).
Response format and style
How the message should be presented (structure, clarity, order).
Lexicon and toneIf you want a more formal, close, technical, or conversational language.
Lexicon and tone
If you want a more formal, close, technical, or conversational language.
Action or Call To ActionWhat the AI should suggest after receiving the user's response (for example: continue, confirm, explain the next step).
Action or Call To Action
What the AI should suggest after receiving the user's response (for example: continue, confirm, explain the next step).
💡Tip: You can add parameters to your personalization, as well as with the AI Help button, which will help you generate a prompt.
🤖 How does the secondary prompt work?
The personalization acts as a secondary prompt that:
Adjusts the way the Smarton asks for the information.
Defines how to retry requesting data if the user does not respond correctly.
Maintains consistency in tone during data capture.
⚠️ Important to keep in mind:
This prompt does not replace the logic of the flow or change technical validations.
Should not be used for:Making complex decisions.Interpreting intentions.Redirecting the flow.
Making complex decisions.
Interpreting intentions.
Redirecting the flow.
Its function is to improve the capture experience, not the orchestration of the flow.
💡Best practices for the secondary prompt:
Be clear and specific.
Avoid long or ambiguous instructions.
Use it to guide, not to "think" for the user.
You can rely on the AI Help button to generate a prompt base and then adjust it according to your case.
Remember to click Save to apply the changes.
5️⃣ Update customer stage
According to the data collected, you can configure the customer to advance in the funnel.
Example:
If they provide name and product of interest → goes to Lead.
If they also provide contact information and budget → goes to MQL or SQL.
6️⃣ Configure timeout
Define how long the Smarton should wait before closing the interaction if the user does not respond.
⚠️ Remember that in WhatsApp the maximum recommended time is 24 hours.
✨ Practical Examples
Financial: collect income, history, and contact data to evaluate a credit.
Education: register data of a student interested in enrolling (phone number, major, start date).
Services: schedule an appointment asking for name, date, and preferred time.
✅ Best Practices
Define in advance what information is really necessary for your process.
Avoid asking for too many fields in a row, it can cause the user to abandon the conversation.
Use clear and specific descriptions in each field.