AI Assistant: Seeking solutions for Data Extraction (Custom Fields) and Native Scheduling

[vortex]

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Hi folks,
I’m deep-diving into the AI Assistant in Pabbly Chatflow and I’m looking for community workarounds for two specific challenges:

1. • Data Extraction within AI Assistant: In standard flows, I can easily capture lead info into Custom Fields. However, the AI Assistant doesn't seem to "write" to these fields during a conversation. Has anyone found a way to make the AI identify data (like Name, Email, or specific business details) and save it to the lead's profile in real-time?
   • Integrated Scheduling (Google Calendar/Calendly): I want the AI Assistant to handle scheduling. Ideally, once the lead is qualified, the AI would check my availability (Google Calendar or Calendly), offer available time slots, and confirm the booking—all within the chat interface.

My ideal workflow:

• • AI interacts with the lead and captures qualification info (Custom Fields).
  • If the lead is qualified, the AI checks my calendar availability.
  • The AI completes the booking and confirms it with the lead.

Has anyone successfully implemented this "Consultative" logic using the AI Assistant? Or is the only way to do this currently through a hybrid approach (Flow for data -> AI for questions -> Flow for scheduling)?
Thanks in advance for your insights!

 

[Preeti Paryani]

Hi @vortex,

Thank you for your detailed explanation.

Currently, this entire process cannot be achieved solely using the AI Assistant. A hybrid approach is required where you use Chatflow Flows together with the AI Assistant.

• Data Extraction (Custom Fields):
  The AI Assistant cannot directly write data into Custom Fields. To save data, you would need to use Flow steps with Static Messages or input collection, after which the values can be stored in Custom Fields.
  
  
• Scheduling (Google Calendar / Calendly):
  For checking availability and booking slots, an API call will be required. This can be done using the API Node in Pabbly Chatflow Flows or by using Pabbly Connect for the scheduling part.

So for now, the recommended setup is a hybrid approach (Flow → AI Assistant → Flow) to achieve your use case.