Create a Data Collection Schema

🧾 How to Create a Data Collection Schema in VoiceB.ai

VoiceB.ai lets you collect structured data from users during calls, making it easy to capture key information like names, addresses, product preferences, and more. Here’s how to set up your own Data Collection Schema — and how it integrates with your CRM or webhook.

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✅ Step-by-Step: Creating a New Schema

1. Go to "New Schema"

   • Click the + New Schema button to start a new data set.

   
2. Give it a Name and Description

   • Example:

     • Name: Basic personal data

     • Description: Default data collection for Telco customers, includes name, phone, email, etc.

3. Add as Many Fields as You Need For each field, enter the following:

   • Field name – e.g., email

   • Format – e.g., text, number, date

   • Description – what the field is for (e.g., Customer email address)

   • Example – e.g., [email protected]

4. Click the Arrow (⬆️) to Add the Field

   • You can repeat this process and add unlimited fields before saving.

5. Click Save

   • Once saved, the schema is locked and cannot be edited. But don’t worry — if you need changes, just create a new schema.

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📌 Using the Schema

Once your schema is created, you can assign it to any AI Agent:

• Go to the agent’s configuration screen

• Select the desired schema under Data Collection

• This tells the agent what to collect during each conversation

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🔗 Integration & Post-Call Automation

• If you're using CRM integrations (like HubSpot or Salesforce):

  • Your data fields will appear in the mapping section, ready to sync automatically.

• If you're using webhooks:

  • You’ll receive all collected data, plus:

    • Post-call transcript

    • Summary

    • And every data field collected

This ensures you get the full picture from every conversation — structured, synced, and ready to use.

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Pro Tip: Use descriptive names and examples to avoid confusion, especially when multiple team members are managing different schemas.

Need help structuring complex data? Reach out to our team — we’ll help you build the right schema for your flow.

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