Assistant Not Saving Name, Email, Phone and Address

 

 

 

 

Updating User Details in the System

Objective

To provide a clear and concise procedure for team members to effectively collect and update user information (name, email address, and property address) in the system, ensuring accuracy and minimizing errors.

Key Steps

1. Assign Tools:

   • Ensure that the following tools are assigned to the agent:

     • update details

     • update address

2. Prompt for User Information:

   • Initiate the conversation by asking the user for their full name.

   • After receiving the name, use the tool update details to save the information. Ensure to format the command correctly with an underscore (e.g., update_details).

3. Collect Email Address:

   • Ask the user for their email address.

   • Request the user to spell their email address to ensure accuracy.

   • Once spelled out, use the tool update_details again to save the email address.

4. Gather Property Address:

   • Ask the user for their property address.

   • After the user provides the address, repeat it back to them for confirmation.

   • Upon confirmation, use the tool update_address to save the property address.

5. Final Confirmation:

   • Ensure that all details have been saved correctly and confirm with the user that the information has been updated.

Cautionary Notes

• Always double-check that the tools are assigned before starting the process.

• Ensure that the commands are formatted correctly with underscores to avoid errors in saving data.

• Be attentive when asking for the email address; misspellings can lead to communication issues.

By following this SOP, team members will be able to efficiently and accurately collect and update user information, leading to improved productivity and reduced errors.

Link to Video

https://loom.com/share/5f16ed0c0e284ce9b2fc20ab186932f9