AI-agent Dataminer

Dataminer is an AI-agent that can extract useful information from a contact’s comments and automatically populate the appropriate fields in a task.

What it can do

• Analyzes contact comments.
• Finds the necessary data.
• Automatically fills selected custom fields with this data.

How to set up

• Go to the "Employees" — "Robots" section.
• Select or create a robot.
• Activate the "AI agent" option.
• Select the agent type.
• Specify which fields should be filled in, for example, the "City" or "Phone number" field.
• (Optional) Add your own instructions.
• Add the agent to the task as a participant or assignee.

Usage tips

• Add the Dataminer to an Object as a task participant — this allows it to activate immediately upon task creation and start processing without delay.
• You can also use it as a basic email parser: the email arrives, a task is created, and the Dataminer fills in the fields automatically.