How-To GuideIntermediate5 min read

Step-by-Step: Setting Up AI Automatic Data Extraction

Configure your AI to automatically extract customer information from calls into custom fields in Local Business Pro.

Quick Answer: Open a custom field, enable AI Extraction, write clear instructions telling the AI what to listen for, set a confidence threshold, and save. The AI will automatically populate the field from conversations.

How AI Extraction Works

Customer mentions information during a call
AI recognizes it matches your extraction instructions
If confidence exceeds your threshold, AI saves the data
The custom field is automatically populated

Step-by-Step Setup

Navigate to Settings > Records & Templates
Go to Custom Fields tab
Open a field for editing (or create new)
Toggle AI Extraction to ON
Write clear extraction instructions
Set confidence threshold (80% recommended to start)
Click Save
Test with a call mentioning the relevant information

Example Instructions

Vehicle Year: 'Extract the 4-digit year when customer mentions their vehicle (e.g., 2019 Honda → 2019)'

Pool Size: 'Extract the gallon count when customer mentions pool size (e.g., 15,000 gallon pool → 15000)'

Property Type: 'Extract property type: house, apartment, condo, or townhouse'

Frequently Asked Questions

Q: What data is extracted automatically without setup?
A: Name, phone, and email are always extracted. Everything else needs custom field configuration.

Q: Can I review what was extracted?
A: Yes, check the 'Extracted Information' section in conversation details.