Data Templates
0What are Data Templates?
Templates define what information your AI should collect from conversations. Create templates like "Job Candidate", "Sales Lead", or "Customer Inquiry" once, then use them across multiple agents for automatic data extraction.
Auto-Extract Data Reusable Across Agents Custom Fields
Create Your First Data Template
Templates define what information your AI should automatically extract from conversations.
1
Auto-Extract Data
AI automatically captures structured data from every conversation
2
Reusable Templates
Create once, use across multiple agents for consistent data collection
3
Custom Fields
Define exactly what information you need to collect
Start with a Template
Job Candidate
Capture candidate info from recruiting conversations
Sales Lead
Collect potential customer information
Customer Inquiry
Track support requests and questions