Collect Info from Callers | Upfirst Tutorial

Learn how to customize what information your AI receptionist collects from callers using the Ask Questions feature in Upfirst. In this video, you'll learn how to: - Turn default fields on and off (name, phone number, email, company name) - Add custom questions for your specific business - Set up conditional questions that only trigger in certain situations - Format answers so they map cleanly to your CRM via Zapier Timestamps: 0:00 Default fields overview 0:30 Adding custom questions 1:00 Conditional questions (delivery address example) 1:30 Ask Questions vs. Knowledge Base 2:00 How answers appear in call summaries and Zapier 2:20 Pro tip: formatting answer options