Customers & CRM

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.

intermediate 5 min read ai-extraction setup automatic custom-fields
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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

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

Step-by-Step Setup

  1. Navigate to Settings > Records & Templates
  2. Go to Custom Fields tab
  3. Open a field for editing (or create new)
  4. Toggle AI Extraction to ON
  5. Write clear extraction instructions
  6. Set confidence threshold (80% recommended to start)
  7. Click Save
  8. 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.