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Question

How to get AI to send a specific messge to collect customer info, name, number and email

  • February 19, 2026
  • 1 comment
  • 15 views

Metzner

Trying to get the ai to collect this info  ut can't quite figure out how to get it tto specifically do it like the below textt

Name:

Phone number:

Email:

1 reply

carmentune
  • Rising Conversationalist
  • February 21, 2026

Hey ​@Metzner 

The easiest way to do this is using the AI Agent block. Instead of trying to force it with regular messages, do this:

  1. In your AI Agent, look for the "Information to collect" section.

  2. Add your Custom User Fields there (Full Name, Phone, and Email). The AI will automatically keep the conversation going until it has all three.

  3. To get that specific format: In the "Instructions" box of the AI Agent, just tell it: "Once you've gathered the info, repeat it back to the user exactly like this: Name: [Field], Phone: [Field], etc."

It’s way more reliable than using standard flows for data capture. Hope that helps!