Workflows
Data Collection
Workflows
Data Collection
See how workflow data is captured, stored, and activated across AI Chat Assist.
What Happens to Collected Data?
All data captured in workflows is automatically:
- Attached to the conversation
- Saved to the lead profile
- Available for filtering and segmentation
- Syncable to external CRMs
Types of Data Collected
- Contact details
- Preferences
- Qualification answers
- Behavioral signals
- Campaign interactions
Data Usage Across Platform
Collected data powers:
- Leads module
- Auto-segmentation
- Campaign targeting
- Analytics and reporting
- CRM sync
No duplicate data entry required.