We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where someone writes to you, but you still need to ask a few questions before a manager can assist.
The concept is simple: the Interviewer chats with clients or partners, asks the necessary questions, and then enters the answers exactly where they belong in Planfix. This completely eliminates confusion about where to copy a phone number.
How the AI Customer Service Agent Conducts Interviews
Imagine someone contacts you on Instagram, WhatsApp, email, or wherever. Planfix can automatically turn that message into a task or request. The moment the message comes in, the AI Interviewer activates, says hi, and starts asking the questions you’ve set up beforehand.
From the client’s perspective, it’s just a normal chat in the messenger they chose. Planfix doesn’t present any strange bot windows or ask them to switch to another app.
Once the Interviewer collects all the answers, it automatically fills in the fields in the task or contact card (1). If you tell it to, it will even bring in a human manager to continue the conversation (2).
Even more convenient is the fact that a manager can summon the Interviewer at any time, not just at the beginning. For example, suppose the manager is already chatting and realizes they need to record the client’s details or clarify the service. All they need to do is add the agent to the task, and the mini-interview runs automatically.
While the AI handles the routine questions, the manager isn’t left waiting. They’re now free to move on to the next chat or focus on tasks that actually require a human.
What if the Automated Interview Needs Human Backup?
Even the smartest interview can go sideways. A client may go silent, start typing random things, or simply say, “I’m not providing that information.” Rather than devolve into an annoying bot that keeps repeating the same question, it quietly pulls a human into the conversation.
This way, the dialogue isn’t lost, the client doesn’t get irritated, and they see there’s a real team behind the process.
Set Up AI Agent Interviewer for CRM Data Automation
Setting up the Interviewer into your CRM workflows is quick and easy. The primary thing you need to decide is what you want the agent to ask.
Here’s how you do it.
First, go to Employees and select a bot (or create one). Next, enable the AI agent, and choose “Interviewer” as the type. Then, tell Planfix where to store the answers the agent collects.
Now you want to specify which fields it should fill.
You can also fine-tune the behavior to your needs. For instance, you might specify:
- Who to send notification after the interview. Maybe you want to add the sales rep to the task as soon as the agent finishes, or set a timeout: “If the client doesn’t reply for N minutes, invite a manager.”
- What the agent says. You can set the greeting, the message for successful completion, and the message for failure. This way, the dialog remains neat and consistent.
There’s also a convenient field for Additional instructions, where you can specify the agent’s tone, such as:
- “Write in a formal style,”
- “Be friendly,”
- “You can use emojis,”
- “Keep it short.”
This ensures the Interviewer matches your brand’s voice rather than sounding like just another “ generic chatbot.” If your workflow requires the agent to join every client task, simply add this to the Object from which your requests are created, and it will be included by default.
Benefits of Customer Onboarding Automation with AI
The AI Interviewer agent is more than just a new Planfix feature. It allows your team to spend less time on repetitive questions and more time on work that actually grows and improves the business. It keeps client conversations friendly and structured, relieves employees from having to answer routine questions, and ensures all data ends up in the right place without gaps or typos.
With each new AI agent, Planfix moves closer to becoming not just a task manager, but a smart partner that helps you run your processes. Try the AI Interviewer in a real workflow and see the automation results for yourself.
Expand Automation of Customer Service with AI Agents
The AI Interviewer is not the only AI assistant in Planfix. The platform is currently developing a comprehensive ecosystem of smart tools that can read data, automate routine tasks, and provide a clear overview of what’s happening in your business.
Each AI agent has a specific role: some manage conversations, while others handle data or reports. But what’s most important is that they work together, not separately. This is what allows teams to react faster, improve service quality, and reduce manual work.
Bundled together, the agents represent a powerful business solution. The AI Interviewer asks the client for the needed details, the Dataminer uses those answers to fill the fields, and the Summarizer turns a long comment thread into a clear status update. This creates a dynamic system where information is transformed into actions and results, rather than getting lost in shuffle.
You can learn more about AI Agents here: https://planfix.com/blog/use-cases/planfix-ai-agents-automate-tasks-with-ai-in-crm/
