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Patient Copilot Help Center

Bot Actions - Add Contact Info

The Add Contact Info feature allows users to easily add contact information directly from the AI conversation. By capturing information like business details, addresses, and dates directly from the contact’s responses, you can reduce manual data entry and keep contact records update. * * * ## Frequently Asked Questions Q: Is there a limit to how many contact fields I can add using the Add Contact Info action? The Add Contact Info action allows you to map a limited number of fields at one time. If you need to capture additional information, you can trigger a workflow from Conversation AI and use Update Contact Field actions inside the workflow to populate as many contact fields as needed based on the conversation. Q: Can Add Contact Info action overwrite an existing value? No. This action updates empty fields only. * * * ## Related Articles - Trigger a Workflow within Conversation AI (https://help.patientcopilot.ai/en/support/solutions/articles/155000003353)