AI-agent Interviewer
From Planfix
Interviewer — is an AI-agent that automatically surveys customers and partners. It conducts a dialogue within a task, asks preconfigured questions, and saves responses in task or contact fields.
Capabilities
- Ask customers a sequence of questions in a conversation.
- Record answers in selected task or contact fields.
- Involve a manager in the dialogue after the survey is complete or in case of unexpected situations.
- Operate automatically when a new request is created or manually, if a manager activates it at the appropriate moment.
Useful when:
- Your process involves surveys or questionnaires.
- You need to collect contact or additional details.
- You want to free employees from repetitive questions.
- Accurate and complete data collection is critical.
How to set up
- Go to Employees — Robots.
- Select or create a robot.
- Enable the AI Agent option.
- Choose the agent type — Interviewer.
- Specify where to save data (task or contact fields).
- Define which employees to involve after the survey and when to notify a manager if the client is unresponsive.
- In advanced settings, set the starting phrase and end-of-dialogue messages if needed.
- Optionally, add instructions in a special field for agent behavior (tone, friendliness, use of emojis, etc.).
- Add the agent to a task as a participant or assignee at the relevant stage of client communication.
- If the agent should join tasks automatically, add it to the Object used for incoming requests.
Example
A customer sends a message—the Interviewer joins the dialogue automatically. The agent asks key questions, records responses in predefined fields, and hands the task over to the manager. The manager receives all client data and can focus on closing the deal.
Important
- The agent does not duplicate questions or impose itself. If communication stalls, it connects a human employee.
- The Interviewer can run automatically when a request is created or manually at any point in the conversation.
- You can configure the agent’s tone and style to match your company’s branding and communication standards.