How AI Automatically Creates Contacts from Conversations
Understand how Local Business Pro automatically creates contact records when your AI handles calls and chats.
Quick Answer: When someone calls or chats with your AI, a contact is automatically created using information extracted from the conversation - name, phone, email, and any other details mentioned.
How Auto-Creation Works
- Customer calls or starts a chat
- AI captures their phone number from caller ID
- AI asks for and extracts their name
- AI captures any email mentioned
- AI notes their address if relevant
- A new contact is created with this information
- The conversation is attached to the contact
What Gets Extracted
- Phone number: From caller ID (calls) or form input (chat)
- Name: Extracted when customer introduces themselves
- Email: Captured when mentioned or provided
- Address: Extracted if discussed (for service locations)
- Service needs: What they're calling about
Duplicate Prevention
If someone calls from a phone number already in your system, the AI adds the conversation to the existing contact rather than creating a duplicate.
Frequently Asked Questions
Q: What if the AI extracts wrong information?
A: You can edit any contact to correct information. Review new contacts periodically for accuracy.
Q: Are chat visitors added as contacts too?
A: Yes, website chat visitors become contacts when they provide their information.
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Last updated: February 1, 2025