Sounds great. However, I cannot find, or do not see the settings. Am I in the right spot? https://share.digitalwires.net/NQu9RLvj | https://share.digitalwires.net/jku0g2Kb

Exciting news: We've given you (everyone who voted on this idea) early access to a new feature: You can add additional custom instructions for your AI Assistant's behaviour. You'll find the new setting under Inbox Settings > Web Chat configuration > AI Assistant >Additional Instructions.

You and your clients can add additional instructions for the flow of the conversation and the behaviour of the AI. For example:

• Link redirecting – when the AI assistant should direct someone to a link, like if they want to book a meeting or get support, and what link the assistant should share in those scenarios.

• Ask additional qualifying questions, like if the user is within service area, or more details about their project.

• AI tone and personality, to match your brand voice.

• Localizations – for example, using British english instead of American english.

• Ask for both the phone number and email address, or ask for the email address first.

• Ask for additional contact fields; these fields will be added to the contact if found within the conversation: First name, Last name, Phone number, Email address, Address, City, State/Province, Zip/Postal code, Country.

We'd love to hear your thoughts on this new highly customizable feature.

I would prefer that it asks for name first, email address second and phone number right after. My typical process of following up combines reaching out via a call (and leaving a voicemail if I they don't answer). Then I send an email letting them know I tried calling. Other times based on prospect's request, I may send an email first and then follow it up with a call a day or two after, if I don't get a response. For this reason, it is logical to try and capture all 3 details rather than just 2 of 3. In some situations I used LinkedIn during this process.

It would also be great if the webchat asks if they have any other questions before trying to close the conversation. I noticed the webchat typically answers a question or two, tries to collect contact info and right away tries to end the conversation. That's a bit premature of a reaction.

Generally (not always) for a B2B customer an email address is preferable and generally (not always) for a B2C customer a mobile number is preferable. As the system currently asks for a phone number first and then email as a fallback, would it be possible to have a setting that could toggle this?

A simple radio button to determine the primary contact method requested would seem to be the obvious solution.

Is there an update? We need an email address to be the primary request. How can a business add these prospects to email campaigns? My clients also want to get e-mail addresses as a general point of contact. Many have an existing SMS number and (another pain point), we can't add that to In-Box Pro. A product named "In-box Pro" should have an amazing in-box tool.

We also can't feed the AI knowledge with any alternative directions.

hi! our clients would like to see that emails are requested to capture in addition to phone numbers.

We are selling the Business App Pro as an end to end solution for customers. This initial web chat funnel should automatically gather name, phone number AND EMAIL. If the email is not gathered then it add an unnecessary manual step to collecting this data and greatly blunts the immediate benefits of both Campaigns Pro feature and the Review Request element of Reputation Management!

If you gather email in the initial phase, you can then create campaigns and add customers into the campaign right away which is far more of a logical process.

What is the point of gathering the customer data if you then have to try and get emails by texting them or calling to request this, then also manually inputting the information into the CRM as an additional step? It make no sense at all and breaks a critical chain link in this “end to end solution”!