Update contact details during AI calls

Configure your AI agent to collect and save contact names, emails, and phone numbers to the CRM during live calls.

Your AI agent can collect contact details during a call and write them to the CRM in real time. If no contact record exists, the system creates one automatically.

Set up contact updates

1. Enable the tool

   Open your agent in the Agent Builder. Go to the Tools & Abilities tab and toggle on Update User Details.

2. Add collection instructions to your prompt

   Before booking or ending a qualified call, collect:
   1. Full name (first and last)
   2. Email address
   3. Phone number (if not already known from caller ID)
   
   Ask naturally during the conversation — don't ask all three at once.
   Read back each detail for confirmation before saving.
   Once confirmed, use update_user_details to save to the CRM.

3. Test in Voice Lab

   Simulate a call and verify the agent asks for each field, reads it back, and confirms before updating.

CRM sync behavior

Handle reluctant callers

Add this to your prompt:

If the caller won't share email: use their phone number and ask for just their name.
If they won't share their name: continue helping them. Never refuse service.