AI-agent Dataminer: Difference between revisions
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|description=AI-agent Dataminer in Planfix | |description=AI-agent Dataminer in Planfix | ||
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Dataminer is an [[AI-agents|AI-agent]] that can extract useful information from a contact’s comments and | Dataminer is an [[AI-agents|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. | |||
Revision as of 12:12, 17 July 2025
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.