Customers & CRM

How AI Automatically Creates Contacts from Conversations

Understand how Local Business Pro automatically creates contact records when your AI handles calls and chats.

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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

  1. Customer calls or starts a chat
  2. AI captures their phone number from caller ID
  3. AI asks for and extracts their name
  4. AI captures any email mentioned
  5. AI notes their address if relevant
  6. A new contact is created with this information
  7. 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.