Info

Info lists the details your assistant collects from each lead during the conversation: a budget, a timeline, a project type. Each one is a field. A funnel step asks for it, and the answer is saved on the lead. A campaign for existing customers has no Info page: the questions come from each offer.

​

How it works

1. Create a field for each thing you want to know.
2. Add an Ask information step to your funnel and pick the field.
3. The assistant asks for it in its own words during the conversation.
4. Read the answers under View lead info on the lead. See Viewing leads.

​

Adding a field

There are two ways:

• Generate with AI: describe what the assistant should find out, in a sentence. Whappy creates the field from it.
• Add manually: fill in the field yourself.

A field has: The fields are listed in a table with their Title, Description, Type and Required, and an edit and a delete button.

​

Information types

​

Text

Open answers: a description of the project, the biggest challenge, a website address.

​

Number

Numeric answers: a budget, a number of employees. A Condition step can compare it with greater than, less than and so on.

​

Multiple choice

A fixed set of options. Each option has:

• Option key: used internally, for example small_budget.
• Explanation: the text shown to users, for example Under $5,000.

A multiple-choice field needs at least one option, and every option needs both a key and an explanation. Example: Budget range

• small_budget: Under $5,000
• medium_budget: $5,000 to $15,000
• large_budget: Over $15,000

​

Required and optional

• Required: if the lead does not answer, the assistant asks again until it gets an answer.
• Optional: the assistant asks once and moves on.

​

Deleting a field

A field used by a step in the funnel cannot be deleted: the button says Cannot delete: info is used in funnel. Remove it from the funnel first. When you delete a field, the assistant stops asking for it. Answers already collected stay on the leads.

​

Example fields