Create a Data Collection Schema

Updated on July 10th 2026

🧾 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

Go to "Data Collection >> New Schema" Click the + New Schema button to start a new data set.

1. Give it a Name and Description

   • Example:

     • Name: Basic personal data

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

2. 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., [e-mail]

   • Required – toggle ON if this field is mandatory for the sale to be considered complete

   Every schema must have at least one Required field. You won't be able to save a schema where all fields are optional.

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

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

4. Click Save

   • Once saved, the schema is locked and cannot be edited. If you need changes, create a new schema (see Updating a Schema below).

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🎯 Required Fields & the SOLD Outcome

Required fields are directly tied to how VoiceB classifies call outcomes:

• A call is only classified as SOLD when the agent has collected all Required fields in the assigned schema.

• If any Required field is missing at the end of the call, the call will not be classified as SOLD — even if the customer verbally agreed to the purchase.

• Optional fields never block the SOLD outcome. Use them for nice-to-have data (preferences, referral source, etc.).

Design tip: Mark as Required only the fields that are genuinely essential to process the sale (e.g., full name, phone, contract address). Every extra Required field adds friction to the conversation and can reduce your close rate.

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🚫 Agents Without Data Collection

Data collection is optional at the agent level. If an agent doesn't need to capture structured data (e.g., a pure qualification or routing agent), simply don't assign any schema in the agent's configuration. The agent will run normally without data collection, and outcomes will be classified according to the agent's own logic.

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🔄 Updating a Schema: Create a New One

Schemas are immutable once saved. This is by design: it guarantees performance and accuracy, because every historical call remains linked to the exact schema version it was collected under.

To change a schema:

1. Create a new schema with the updated fields.

2. Reassign it in each agent that should use it (agent configuration → Data Collection).

3. The old schema stays intact for historical data — nothing breaks retroactively.

Never work around this by trying to "reuse" a schema for a different purpose. A clean new schema per change keeps your data consistent and your outcome classification reliable.

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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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