Client data collector

LLM agent that collects client profile fields during conversation and persists them through an update_client tool.

agent llm openai tool-calling client-data crm

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What's Included

Field	Value
Name	Client data collector
Type	Agent
Assistant Type	llm
Platform	openai
Model	gpt-4.1
Tools	1

Full JSON

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{
  "description": "LLM agent that collects client profile fields during conversation and persists them through an `update_client` tool.",
  "tags": [
    "agent",
    "llm",
    "openai",
    "tool-calling",
    "client-data",
    "crm"
  ],
  "document": {
    "name": "Client data collector",
    "assistantType": "llm",
    "platformType": "openai",
    "platform": {
      "openAi": {
        "model": "gpt-4.1",
        "temperature": 1,
        "maxCharsPerMessage": 1024,
        "preActions": [],
        "systemRoleMessages": [
          {
            "expr": "Colete dados do cliente",
            "onFailure": "keep"
          }
        ],
        "actions": [],
        "tools": [
          {
            "type": "function",
            "function": {
              "name": "update_client",
              "description": "Atualiza dados do cliente.",
              "parameters": [
                {
                  "name": "chave",
                  "type": "string",
                  "description": "Chave do valor a ser armazenado",
                  "enableEnums": true,
                  "enumValues": [
                    "nome",
                    "email",
                    "cpf",
                    "endereço",
                    "cep"
                  ],
                  "isRequired": true
                },
                {
                  "name": "valor",
                  "type": "string",
                  "description": "Valor a ser armazenado na chave definida. Passe um valor vazio para limpar"
                }
              ],
              "actions": [
                {
                  "condition": {
                    "expr": "true",
                    "onFailure": "throw"
                  },
                  "action": {
                    "actionType": "actions/data/company/resource/advanced/update_with_filter",
                    "actions/data/company/resource/advanced/update_with_filter": {
                      "dynadataItemType": "clients",
                      "filter": {
                        "expr": "{\"_id\": client._id}",
                        "onFailure": "throw"
                      },
                      "payload": {
                        "expr": "{\"customAttributes.\" + chave: valor}",
                        "onFailure": "throw"
                      },
                      "upsert": false
                    }
                  }
                }
              ],
              "output": {
                "main": null
              }
            }
          }
        ]
      }
    },
    "options": {
      "log_level": "info"
    }
  }
}

How to Import

1. Download the ZIP file using the button above
2. Navigate to Company Settings → Data Transfer in your AutoTalk dashboard
3. Click Import and select the downloaded ZIP file
4. Review the import summary and confirm
5. All document IDs are automatically remapped — no manual ID editing needed