The Update Contact Properties feature in AloAi Agents is designed to simplify and improve how customer data is managed. With this action, AloAi Agents can capture important details like a customer’s name, email address, and date of birth during calls. These details are stored in the system under the About this Contact section for easy access.
Additionally, if the system is connected to CRMs like HubSpot, Pipedrive, or Salesforce, the data is automatically synchronized. This ensures that customer information remains accurate and up-to-date across all platforms.
Setting up the update contact property action
Step 1: Access the "Update contact property" action
Open the AloAi Voice Agents interface.
Navigate to the Prompt section.
Add the "Update Contact Property" action, specifying where data collection should occur during customer calls.
Step 2: Select or define properties
Define which customer details to collect. You may choose from the default system properties or create custom fields based on your requirements.
Default properties:
First Name (Text)
Last Name (Text)
Email (Text)
Address (Text)
Country (Text)
Phone Number (Text)
Date of Birth (Date Picker)
Time Zone (Text)
Custom properties:
Depending on the business requirements, custom properties can also be added. Examples include:
Price (Text)
Stock Number (Text)
Car URL (Text)
Annual Revenue Salesforce (Number)
Application Date (Date Picker)
HubSpot Company Domain (Text)
Step 3: Set the prompt for data collection
Specify the events during conversations where the AloAi Agent should collect and store data into these properties.
For instance, the prompt might include: “Can I get your last name, email, and date of birth to update your record?”
The AI will capture and assign each piece of information to the corresponding property.
Step 4: Testing and CRM integration
Simulate a call - initiate a call and explain that you’re updating records.
Example: “Hello, can I confirm your preferred email?”
Collect information - record the customer’s responses.
Sample responses: "[email protected]"
Confirm and save - confirm and save the details.
Example: "Thank you. I’ve updated your email to [email protected].”
Transfer the call - inform the user the information has been updated. Use the transfer call action and select the line. Example:
“Your details are updated. Let me transfer you to a live agent now.”
In the contact’s communication history, the note indicates that the call was successfully routed to another line.
In the AloAI Voice Analytics summary, the call outcomes show that the call was successfully transferred to another line.
Verify data sync - check that data is saved in Aloware and synced correctly to CRMs like HubSpot.
The contact's email has been updated
You can also enroll a contact in an AloAI Agent for testing. Read this guide to learn how.
Important configurations to consider
Defining fields - decide which customer details are mandatory, such as name, contact number, or email.
Data privacy compliance - ensure customer data, especially Personally Identifiable Information (PII), is handled in compliance with regulations like GDPR and CCPA.
CRM setup - check integration configurations to ensure seamless syncing.
Testing and validation - conduct thorough testing to confirm that data transmission, collection, and syncing meet your business needs.