When a customer shares new information during an AI conversation — like an updated phone number, email, or interest level — that data is lost unless someone manually updates the record.
Now, with the new
Update contact property, update custom object and create custom object
actions in the Playbook step editor, your AI Agent automatically captures what the customer shares and syncs it directly to their SleekFlow Contact or Data record in real time. When you select this action, a searchable dropdown lets you map the right property — so the agent knows exactly where to save what it hears. The update only fires when that specific Playbook step is triggered, so nothing gets overwritten unexpectedly.
Your team stays focused on the conversation, and your contact data stays accurate without anyone lifting a finger.