Question

What does the AI assistant do with the contact details the customer gives?

Answer

It emails the given email address or phone number, together with the handoff message, to the colleague set up for this, and also records it in the portal. The data is deleted after the retention period (90 days).

The answer in detail

In a conversation that needs a handoff, the assistant asks for the email address or phone number. It sends the data, together with the handoff message and the conversation history, to the colleague set up for this, and also records it in the portal.

If the customer asks about data processing, it answers from the company’s privacy notice. In that case it only clarifies whether the customer wants a reply by email or by phone.

If the customer does not give contact details, the assistant does not guess. The weekly summary shows the unanswered question to the owner, and the history is also visible in the portal.

What you need to upload

  • the text of the privacy notice
  • the retention period and how deletion works
  • FAQ on the handoff and the reply
  • the ways of getting in touch: email, phone

Example dialogue

AI assistantArtificial intelligence, not a human

Sample conversation

Customer: Here is my phone number, let me know if anything comes up.

AI assistant: Thank you, I have recorded it. Our colleague can see it and will call you on this number.

Customer: How long do you keep my data?

AI assistant: Our privacy notice describes the retention period; after that we delete the data.

Second example

AI assistantArtificial intelligence, not a human

Sample conversation

Customer: Hello, I would buy several items for a company order.

AI assistant: You will find information on the products and prices on the online store's pages. How many of which item would you like?

Customer: For this I would rather talk to a person, because a lot needs to be agreed.

AI assistant: Please give me your contact details, and our colleague will contact you.

What to do now

Do you have a question about your own website or online store? Request a demo, or see pricing.