Contact Profile Feature Usage Guide
In real 3Chat AI implementation scenarios, you can record key information provided by users during conversations. To achieve this, we introduce the Contact Profile feature, which helps you automatically collect and structure user profile data.
1. How to Create Custom Fields (Example: Budget)
Navigation path:
Admin Console → 3Chat Configuration → Fields / Custom Fields → Add Field
2. How to Use It: How to Automatically Collect These Fields During Conversations?
Step 1: Create an AI Task
This task is executed automatically after a 3Chat conversation ends and is used to supplement or update user profile fields.
AI Task Configuration说明
About AI Task Examples in 3Chat
Step 2: Configure the Corresponding AI Task
Tool call format:
{{tool.update.visitor.xxx_c}}
Where:
-
xxx= the API name of the custom field you created -
_c= system-defined suffix (used to distinguish system fields from custom fields)
Example: Recording the user’s budget field
{{tool.update.visitor.budget_c}}
This call is used to automatically update the user’s budget information.
3. Result Preview
Once the user provides the corresponding information during the conversation, the profile field will be automatically updated.
4. Advanced Usage
You can further expand to more advanced AI Tasks, for example:
-
Automatically trigger follow-up actions based on collected profile data
-
Trigger webhooks to synchronize data to external systems
-
Automate CRM updates
-
Enable downstream business process automation
These capabilities help build a more complete intelligent workflow.