Gather caller details before your team picks up

Until now, phone workflows had no way to capture information from callers — so your team had to ask for account numbers, case IDs, or anything else by hand once they picked up. The new Collect Data step handles that before the call even connects.

Add it to any phone workflow in Fin AI Agent > Workflows, choose what to ask for, and let callers respond by keypad or voice. The answer is saved to the conversation automatically, so your team has the context they need the moment they pick up.