The sheet filled at every exchange

THERE IS NOTHING TO CONFIGURE

The « Information to ask for » tab was removed on 6 July 2026. It was not replaced by another screen: it was made unnecessary.

Your assistant takes its caller's contact details on its own and qualifies the request. It is not an option you can forget to tick: it is an engine rule, the same for every house.

WHAT IT NOTES

The contact first — a name, an email address, a phone number when the person gives one. Then what makes the request: what they are after, for when, and the details specific to your trade.

The shape of the sheet is the one for your trade, set when your account was created. You have neither to choose it nor to maintain it.

WHERE TO READ IT

Three places, depending on the moment:

• WHILE YOU TRY — in « Try my assistant », the sheet fills on the right, with every sentence you write.
• AFTER A CALL — on the call's record, next to the summary and the suggested next step.
• AFTER AN EMAIL — in the Conversations inbox, on the thread concerned.

AN EMPTY SHEET MEANS SOMETHING

If a call ends with no name and no contact detail, that is not a fault: the caller gave nothing. A question about opening hours asked in twenty seconds leaves nothing but the question.

It is also what you will see on a call hung up before the first sentence.