Data Collection Settings
Configure what information your AI chat agent collects from visitors.
Available Fields
| Field | Default | Description |
|---|---|---|
| Always | Always collected (except Support Only goal) | |
| Name | On | Visitor's name |
| Phone | Off | Phone number |
| Company | Off | Company/organization name |
Configuring Collection
- Go to Chat Widget > select your agent
- Find Data Collection section
- Toggle fields on/off
- Save changes
How Collection Works
The AI asks for information naturally during conversation, not all at once:
"That sounds like a great project! I'd love to send you some examples. What's your name?"
"Great to meet you, Sarah! What's the best email for the case studies?"
"And just so our team has context - what company are you with?"
Best Practices
Only collect what you need
- More fields = more friction
- Email alone converts best
- Add fields only if your sales process requires them
When to collect phone
- High-touch sales (real estate, financial services)
- Callback-based business model
- B2B with phone-heavy sales process
When to collect company
- B2B sales
- Enterprise products
- Account-based marketing
When to skip name
- High-volume, low-touch sales
- When email alone is sufficient
- Privacy-conscious audiences
Data Storage
Collected data is:
- Stored securely in your Site2CRM account
- Synced to your connected CRM automatically
- Available in your Leads dashboard
- Included in conversation history
Privacy Compliance
For GDPR/privacy compliance:
- Only collect necessary data
- Mention data usage in your privacy policy
- Enable cookie consent if required in your region
- Users can request data deletion via your account settings