What's new?
When a customer initiates a conversation on WhatsApp without a registered phone number, the agent can send a native card asking them to share their contact. This reduces writing friction and prevents errors in data capture.
Key Features:
  • Customizable message: Edit the text with which the agent requests the information.
  • Automatic saving: The number received is stored directly in the contact's profile.
  • Smart rules: Don't insist or send the card if the contact already has a phone or if the 24-hour window is closed.
How to access?
Go to Cortex → Agents → Agent Configuration → Message Format → Activate the Contact Request option.
solicitud de datos
solicitud de datos 2
solicitud de datos 3