Update Customer Contact

Allows the AI to save or update the customer’s phone, WhatsApp, or email when they share the contact in the conversation.

When to use:

• Customer provides an additional phone or WhatsApp
• Update of the email shared in chat
• Contact collection in onboarding or confirmation flows

Configuration:

1. Add the Update Customer Contact action
2. Select the allowed types: phone, WhatsApp, and/or email
3. Save the prompt

💡 Email

When the type is email, the value also updates the customer’s main email field.

Usage example:

👤 Customer: My WhatsApp is (11) 98888-7777
🤖 AI: Perfect! I've saved that WhatsApp to your record.

⚠️ Unique

This action can be added only once per agent.