Auto fill Field
Automatically populate predefined fields based on conversation context.
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Automatically populate predefined fields based on conversation context.
The Auto fill field action uses AI to analyse conversation content and populate selected custom fields. Only the Grouped single option custom field type can be used with this action.
Select an Auto fill field action from the tree to open its settings:
Select fields – one or more custom fields (grouped single option type) to be auto-filled. If no match is found, nothing is set.
Variable name – the name of the chat variable that will store the result of the field assignment.
Press Save to confirm edits.
The action branches into Success and Error outcomes. Nest subsequent actions under each branch as needed.
To use Auto fill field, first create one or more Grouped single option
custom fields in workspace settings:
Go to Teamspace Settings > Live Chat Fields.
Select Create Custom Field.
Set Type to Single select (grouped).
Enter a Name.
Enter a Description (optional).
Define groups and options in the Field options JSON editor.
Set a Default value if required.
Press Create.
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