AI-agent Dataminer: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 19: | Line 19: | ||
*Add the agent to the task as a participant or assignee. | *Add the agent to the task as a participant or assignee. | ||
== Usage tips == | == Usage tips == | ||
*Add the Dataminer to an [[Objects | Object]] as a [[Task | *Add the Dataminer to an [[Objects | Object]] as a [[Task participants | task participant]] — this allows it to activate immediately upon task creation and start processing without delay. | ||
Revision as of 12:17, 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.
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.