Capture customer data
Configure a table so your agent saves data like name, email, or phone during conversations.
An agent can save structured data from a conversation —for example, the name and email of an interested visitor— into a table in your workspace. Enabling capture gives the agent a tool to record that data in every conversation.
Enable capture on a table
Open the agent
Open Agents in the sidebar and go to the agent you want to configure.
Choose the table
Go to the Data store tab and choose the table where data will be saved.
Open data capture
On the table, click Data capture.
Turn on capture
Turn on Capture data from conversations.
Set when to record
In When to record, describe when the agent should save data: for example, “when the visitor wants to be contacted or asks for a quote”.
Choose one record per
In One record per, choose Conversation for one record per conversation, or a column (like email) so repeat contacts update the same record without overwriting data they already completed.
Define when a record is complete
In Completes, define when a record is complete. By default, having an email or phone is enough; you can also pick specific columns.
Describe the columns
In Columns, indicate what each column holds (email, phone, name, company, or URL) so the agent validates and normalizes values.
Turn on admin alerts
Keep Notify admins on if you want the workspace to receive a notification when a record becomes complete.
Save the settings
Click Save.
Optional retention
You can have older records deleted automatically after a number of days.
Turn on retention (optional)
In the Data capture dialog, turn on Automatically delete older records (optional).
Set the retention period
In Retention in days (1–3650, whole days), enter how many days records are kept from their creation date.
Save the retention
Click Save.
If you enable retention or shorten it, TukiAssistant asks for confirmation because the next cleanup can also delete existing records that are already older than the interval. Review Delete existing older records? and confirm with Confirm retention and deletion.
Retention is counted from each record’s creation date (editing it does not renew it), it is off by default, and it keeps working even if you later turn off capture for new data. To stop it, turn it off and save again.