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Details

The AI Agent asks pre-configured questions, adapts to responses, and manages objections to ensure seamless data collection. Integrations with NIKO/GHL workflows allow for dynamic storage and post-processing of the collected information. This Scenario helps organizations systematically gather information while maintaining professionalism and privacy compliance.

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Key Features

  1. Purpose
  • Focused on structured and compliant data collection.
  • Ensures professional communication to build trust with contacts.
  • Adaptable for various use cases, including market research, feedback collection, and more.
  1. Customizable User Input Fields: This scenario is designed for fast, structured data collection during live calls. Fields are grouped by purpose, from caller introduction through to consent, questions, and closing.
    Fix12 Pn
    Caller Information & Call Flow
    Fields that define who the AI represents and how the conversation is initiated.
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    • Initial Greeting: The first line used to confirm the contact’s identity.
    • Introduction: A brief explanation of the purpose and who the AI is calling on behalf of.
    • Company Name: The organization requesting the information.
    • Profession: The role of the representative the AI is referencing.
    • Representative Name: The person the AI is assisting or representing.
    • Agent Guidelines: Behavior constraints you can set to shape how the AI communicates (e.g. emphasis, or handling edge cases).
    Data Collection Purpose & Privacy
    Establishes the reason for the call, how the data will be used, and secures verbal consent.
    Dc3 Pn
    • Purpose of Call: A direct statement explaining what kind of data is being collected.
    • Data Collection Purpose: A line that frames the value or reason for collecting this information.
    • Estimated Duration: An estimate of how long the interaction will take.
    • Privacy Statement: A message used to disclose call recording and request consent.
    Questions For Data Collection
    Customizable prompts used to collect structured information from the contact. More questions can be added as needed.
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    • Question 1: The first question to be asked.
    • Question 2: The second question in the sequence.
    Closing & Follow-Up
    Fields used to wrap up the call, handle objections, and reinforce next steps.
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    • Closing Statement: A short message used to thank the contact and describe what happens next.
    • Objection Handling: A set of prewritten rebuttals to common concerns or hesitations.
    • Key Information: Additional details or talking points that must be mentioned during the call.
    Voicemail
    Defines the message used when the contact doesn’t answer.
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    • Voicemail Message: The fallback message left by the AI if the contact is unavailable.
  2. Objective:
    • To gather structured information from contacts quickly and respectfully
    • To reduce manual intake time through guided AI-led questioning
    • To assist teams with compliant, consistent data collection processes
Here is the Project Configurations interface of this scenario, alongside instructions and some examples:
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Remember that Scenarios are defined at the Project level, and every Campaign inherits the pre-filled fields from the Project, which means every Campaign can have different information in the input boxes, allowing you to tailor communications per Campaign to align with your customer/client or business needs.

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Example Configuration & Demo

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Caller Information & Call Flow

Initial Greeting
Hello, this is . Am I speaking with ?
Introduction
Hi , I’m a Virtual Assistant calling on behalf of , your from . Is this a good time for a quick chat?
Company Name
BrightPath Wellness Group
Profession
Enrollment Specialist
Representative Name
Sarah Li

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Data Collection Purpose & Privacy

Purpose of Call
“We’re gathering insights to help tailor our services and make sure we’re delivering what matters most to people like you.”
Data Collection Purpose
“We’re gathering a few insights to better understand your preferences and tailor our offerings accordingly.”
Estimated Duration
3 to 5 minutes
Privacy Statement
“All answers will be kept confidential and are only used internally to improve our services. Is it okay to continue?”

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Questions For Data Collection

Question 1
“Which of the following age groups do you fall into: under 18, 18 to 24, 25 to 34, 35 to 44, or over 45?”
Question 2
“How would you describe your current level of interest in our services: just browsing, somewhat interested, or very interested?”
Question 3
“What’s your preferred way to be contacted—email, phone, or text message?”
Question 4
“Are you currently using any similar products or services? If so, which ones?”
Question 5
“On a scale of 1 to 10, how likely are you to recommend us to a friend or colleague?”

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Closing & Follow-Up

Closing Statement
“Thanks so much for your time and thoughtful answers. We’ll use this to better serve you, and you may hear from us with helpful updates based on your preferences. Have a great day!”
Objection Handling
“I totally understand. It’s just a few short questions and your input really helps us improve. If now isn’t a good time, I can follow up later—what works best for you?”
Key Information
Customer filled out the pre-registration form but didn’t complete the final step

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Voicemail

Voicemail Message
Hello , this is calling on behalf of , your representative. We’d like to schedule a brief meeting to discuss . We’ll try reaching out to you again soon. Thank you, and have a great day!

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GHL/NIKO Integration and Data Storage

  1. Data Capture in GHL/NIKO
  • Questions and answers are stored in the contact’s Notes section.
  • Data is organized by groups for easy reference (e.g., demographics, preferences).
  • Responses can trigger automated workflows in NIKO/GHL.
  1. Payload Access Example (Accurate Syntax)
Use the following syntax for post-processing in workflows: 
Call Status: {{ava_contact_called.call_status}}
Data Gathering Status: {{ava_contact_called.data_status}}

Demographic & Contact Information
Q1: Age Group    {{ava_contact_called.questions_and_answers.0.answer}}
Q2: Shopping Preference    {{ava_contact_called.questions_and_answers.1.answer}}
Q6: Phone Number Confirmation    {{ava_contact_called.questions_and_answers.5.answer}}

Shopping Behavior & Preferences
Q5: Brand Preferences    {{ava_contact_called.questions_and_answers.4.answer}}
Q8: Monthly Budget    {{ava_contact_called.questions_and_answers.7.answer}}

Future Participation & Preferences
Q12: Future Participation Interest     {{ava_contact_called.questions_and_answers.11.answer}}
  1. Example stored data in GHL:
Call Status: Completed
Data Gathering Status: Successful
Demographic Information:
Q1: Age Group - 25-34
Q2: Shopping Preference - Online
Shopping Preferences:
Q5: Brand Preferences - Sustainable products
  1. Automation Possibilities
  • Trigger follow-up campaigns based on specific responses.
  • Apply tags for segmentation.
  • Generate reports from gathered data.
Example Workflow in NIKO/GHL Below is a sample automation workflow setup for processing Data Gatherer results: Workflowghl Pn
1

Trigger:

Use the Contact Called trigger with filters based on Call Status (e.g., “Completed” or “No Answer”).
2

Action:

Store answers in custom fields using the Update Contact Field action.
3

Post-Processing:

  • Use responses (e.g., Q1-Q16) to tag contacts or trigger follow-ups.
  • Send the call transcript to ChatGPT for summarization or analysis.
4

Outcome:

  • Generate insights, trigger email sequences, or notify team members.

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FAQs & Troubleshooting

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General Questions

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Configuration

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Usage and Results

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