Getting Started

How AI Extraction Feeds Your Entire System

Understand how AI automatically extracts and populates data from conversations.

intermediate 4 min read ai-extraction data automation contacts
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Quick Answer: Your AI receptionist extracts contact info (name, phone, email) automatically, plus custom field data based on your configuration. This data populates contacts, custom records, and flows to estimates and jobs.

What AI Extracts

  • Contact info - Name, phone, email, address
  • Custom fields - Vehicle details, property info, equipment specs
  • Offering variables - Service-specific questions

Example Extractions

  • "I have a 2019 Honda Accord" → Vehicle Year: 2019, Make: Honda, Model: Accord
  • "My house is about 2,500 square feet" → Property Size: 2500
  • "My AC is a 3-ton Carrier" → Brand: Carrier, Tonnage: 3

Frequently Asked Questions

Q: Do I need to configure extraction?
A: Basic contact extraction is automatic. Custom field extraction requires enabling it in settings.