Info

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How It Works

1. Create information fields for data you want to collect (budget, timeline, needs, etc.)
2. Use these fields in your funnel by adding Info nodes that ask for specific information
3. AI collects the data during conversations with leads
4. Review collected information in the Leads section

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Adding Information Fields

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Field Details

• What you’ll see in your leads dashboard and funnel builder
• Examples: “Budget”, “Timeline”, “Company Size”, “Project Type”

• Instructions for the AI about what to ask for
• Examples:
• “Ask about the client’s budget for this project”
• “Find out when they need the project completed”
• “Understand what type of website they need”

• Text: Open-ended text responses
• Number: Numeric values (budget amounts, company size, etc.)
• Multiple Choice: Predefined options to choose from

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Field Types Explained

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Text Fields

• Company Description: “Tell me about your business and what services you offer”
• Project Details: “Describe what you’re looking for in this project”
• Current Challenges: “What’s your biggest marketing challenge right now?”

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Number Fields

• Budget Range: “What’s your budget for this project?”
• Company Size: “How many employees does your company have?”
• Monthly Revenue: “What’s your current monthly revenue?”

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Multiple Choice Fields

• Option Key: Internal identifier (e.g., “small_budget”, “large_budget”)
• Display Text: What the lead sees (e.g., “Under $5,000", "Over$20,000”)

• Under $5,000 → small_budget
• $5,000 -$15,000 → medium_budget
• Over $15,000 → large_budget

• ASAP → urgent
• Within 3 months → normal
• Flexible timing → flexible

• E-commerce → ecommerce
• Professional Services → services
• Manufacturing → manufacturing

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Example Questions

• “What’s your budget range for this project?”
• “How much are you looking to invest in this?”
• “Do you have a specific budget in mind?”

• “When do you need this completed?”
• “What’s your ideal timeline for this project?”
• “How quickly are you looking to get started?”

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Using Fields in Your Funnel

1. Go to Campaign → Funnel
2. Add an Info node to your conversation flow
3. Select which information field to collect
4. The AI will ask for that information during conversations

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Example Conversation Flow

Talk: "Hi! I'd love to learn more about your project."
↓
Info: Collect "Project Type"
↓
Info: Collect "Budget Range"
↓
Info: Collect "Timeline"
↓
Condition: If budget > $10,000 → Book Meeting

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Best Practices

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Field Creation

• Use clear titles: “Budget” instead of “How much money”
• Write specific descriptions: Tell the AI exactly what to ask for
• Add multiple examples: Give the AI different ways to ask the same question
• Order by importance: Create the most critical qualification fields first

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Question Examples

• Be conversational: “What’s your budget?” not “Provide budget information”
• Offer context: “To help me recommend the right solution, what’s your budget range?”
• Make it natural: Write how you would ask in person

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Multiple Choice Options

• Cover all scenarios: Include options that capture most possible responses
• Use clear labels: Make options easy to understand
• Keep keys simple: Use underscores, no spaces (e.g., high_priority, low_priority)
• Add an “other” option: For responses that don’t fit predefined choices

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Field Examples by Industry

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Web Design Agency

• Project Type (Multiple Choice): New Website, Redesign, E-commerce, Landing Page
• Budget Range (Multiple Choice): Under $5K,$5K-15K, $15K+
• Timeline (Text): “When do you need this completed?”
• Current Website (Text): “Do you have an existing website? If so, what’s the URL?”

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Business Consultant

• Company Size (Number): “How many employees does your company have?”
• Annual Revenue (Multiple Choice): Under $1M,$1M-5M, $5M+
• Main Challenge (Text): “What’s your biggest business challenge right now?”
• Urgency (Multiple Choice): Urgent, Within 3 months, No rush

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Real Estate Agent

• Budget Range (Multiple Choice): Under $300K,$300K-500K, $500K+
• Home Type (Multiple Choice): Single Family, Condo, Townhouse
• Timeline (Multiple Choice): Ready Now, Within 6 months, Just Looking
• Location Preference (Text): “What areas or neighborhoods interest you?”

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Required vs Optional Fields

• Use for critical qualification information
• Essential for determining if someone is a good fit

• Nice-to-have information
• Additional context that helps but isn’t mandatory

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Viewing Collected Information

1. Go to Leads section
2. Click on any lead to see their conversation
3. View all collected information in an organized format
4. Export or integrate this data with your CRM