# Smart Data Gathering

> Collect contact details and other data during a conversation: what to collect, when and how the AI Agent asks for it, and where the captured details go.

**Smart Data Gathering** allows your AI Agent to collect user information seamlessly during conversations. It engages with users naturally, asking relevant questions to gather details like name, email, phone number, or any other information you require. This data can then be sent to your CRM or other systems, enabling you to follow up effectively and convert potential leads into customers.

## How it works

Smart Data Gathering operates within the existing conversation flow, ensuring that the interaction feels natural and non-intrusive.

When a user interacts with your AI Agent, it:

1. Detects opportunities to collect information, such as when a user expresses interest in your services or products.
2. Asks specific questions tailored to your needs, like:
   - "Can I have your name to better assist you?"
   - "What's the best email to contact you on?"
3. Gathers and stores the responses, making them available for review or integration with your CRM system.

The feature is designed to minimize friction while maximizing the quality of leads captured.

## Setting it up

## Enable Smart Data Gathering

- Navigate to the **Actions & MCPs** tab
- Find **Smart Data Gathering** card
- Toggle the feature on

![Enabling Smart Lead Generation](https://docs.quickchat.ai/_astro/leadgen_enable.C-xDKuYd.webp)

## Data to Collect

Select contact details to capture.

- Email address
- First name
- Phone number

![Selecting data fields to collect](https://docs.quickchat.ai/_astro/leadgen_data2collect.DsayYkv-.webp)

## When to Ask for Data

Define when the AI Agent should ask for contact details.

- After exchanging a few messages
- Immediately after the user expresses interest

![Configuring when to collect data](https://docs.quickchat.ai/_astro/leadgen_when_to_ask.HHWVbm3J.webp)

## How to Ask for Data

Customize how the AI Agent asks for information.

- **Subtle:** Integrates questions naturally into the conversation
- **Direct:** Explicitly requests the information in a straightforward manner

![Configuring data collection approach](https://docs.quickchat.ai/_astro/leadgen_how_to_ask.Dlu-o5LJ.webp)

Smart Lead Generation enables your AI Agent to collect user contact details efficiently while ensuring compliance and providing a seamless conversational experience.

## Exporting the captured contact details

Follow these steps to export the details captured by your AI Agent:

1. Go to the **Inbox**
2. Click the **export file** icon to access export options.
3. Select **Export Gathered Data** from the dropdown menu.
4. Set **Date Range**: Specify the **start** and **end** dates for the data you want to export.
5. Choose **Format**: Select the file format for your export (CSV, XLSX).
6. Download: Click **Download** to save the exported data to your computer.

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