🎯 What is the Field Saving Smarton and what is it for?
The Field Saving Smarton is a virtual assistant specially designed to request and record important customer data in an organized manner. Unlike other assistants that only chat or answer questions, this one takes the initiative in the conversation to request from the user, one by one, the data that you need.
Each time the customer correctly answers a question, the assistant records and saves that information immediately and in real time in the customer's file within your platform.
When is the ideal time to use it? You should use this tool when it is mandatory to obtain specific data for your business and you don't want to leave it to chance. It's perfect for:
Filling out registration forms step by step.
Taking data from a new customer to open a file for them.
Requesting the necessary information to schedule an appointment or call.
Ensuring that the bot checks that the data is correctly written (for example, that a phone number contains only numbers) before saving it.
⚖️ Key Differences: Field Saving vs. Generic Smarton
To avoid crossing the functions of your bot, it is vital to understand what each one does:
Aspect | Generic Smarton | Field Saving Smarton |
Main Purpose | Chat, educate and inform (FAQ). | Collect structured data. |
Collection Style | PASSIVE: Only extracts if the user mentions it spontaneously. | ACTIVE: Asks directly field by field. |
Required Fields | No (Voluntary and silent extraction). | Yes (Insists and retries up to 3 times if the answer is not valid). |
Data Validation | Does not apply strict validations. | Yes (Validates formats for Text, Number, Currency, and Date). |
Temporal Context | Does not have a notion of the exact day. | Yes (Automatic injection of current date for scheduling). |
Knowledge Base | Yes (Uses documents to respond). | No (Its only objective is to collect; if the user deviates, it refocuses them). |
⚙️ Step by Step: Main Menu Configuration
When you drag the component and select Field Saving, the interface will guide you through a logical and sequential order:
1. Save in information field
Here you define what you will ask the customer. The order in which you add the fields will strictly dictate the order of the AI's questions. For each field, you must configure:
If you wish to create a new information field, type the name of a non-existent field and press "Create field" and complete the required data for the information field.
Name: The identifier in your database (e.g., Vehicle_Model).
Description: Clear instructions for the AI about what it should ask (e.g., "Request the model of the vehicle of interest"), you can generate it using the AI button in the information field creation box ✨.
Data Type: Define whether you expect Text, Number, Currency, or Date. This prevents the AI from saving letters in a numeric field.
Required (Checkbox): If you mark a field as required, the AI will insist up to 3 times if the customer gives an invalid response. If you leave it unchecked, it will ask once and move forward if the user declines.
2. Validate previously saved fields
This toggle is gold for user experience (UX).
If it's off: The bot will ask for all configured fields as if it were a brand new interrogation.
If it's on: The AI will check the customer's profile before speaking. If you already have their email saved from a past session, the AI will skip that question and move straight to the next one, avoiding annoying friction.
3. Configure Conversational Personality
When you enter this submenu, you can adjust how the bot behaves during collection so it doesn't sound like a cold robot:
Format and structure of responses: Define how to communicate errors (e.g., "It seems your email doesn't have the correct format, could you review it?").
Tone and style: Define the level of formality (e.g., "Maintain an empathetic tone and reassure the customer about their privacy").
Follow-up actions: What to say to connect one question with another.
💡 Disclaimer about AI-Assisted Descriptions (✨):
In these sections you will see the "AI Help" button. This tool is designed to write the instructions (secondary prompts) for you with perfect syntax.
What is it for? It prevents you from needing to be an expert in prompt engineering. The AI optimizes your ideas to ensure the bot understands exactly how to request the data, how to handle objections, and how to apply your brand tone without breaking the extraction logic.
Say goodbye when finished: If you turn it on, the AI will send a final thank you message. If you turn it off, the bot will stay silent so the next component in the flow can speak.
Interactive messages: You can activate Answer Buttons to make life easier for the customer if the field to be collected has closed options (e.g., "Credit" or "Cash" buttons).
4. Customer Stage, Schedule Appointment, and Wait Time
Customer Stage: Allows you to automatically update the status of your prospect (Lead Stage) as they provide their data.
Wait Time: Define what happens if the customer abandons the form halfway through.
✨ Use Cases and Best Practices
Practical examples:
Financial: Collect income data, history, and contact information to pre-evaluate a loan.
Education: Register an interested student by requesting phone, career, and start date.
Services: Schedule an appointment by requesting name, date, and preferred time.
✅ Best practices for success:
Define in advance what information is really necessary for your process.
Avoid asking too many fields in a row; this creates friction and can cause the user to abandon the chat.
Use structured descriptions so the AI doesn't get confused when validating responses.
Collect data without friction! 🚀
By using the Field Saving Smarton, you transform boring static forms into natural and intelligent conversations. Take advantage of format validation, AI-assisted personality writing, and intelligent omission of already-known fields to skyrocket your conversion rates. ✅