Understanding Data Extraction

Understanding Data Extraction in Gale in this walkthrough, we'll cover data extraction and how it helps Gale automatically collect important information from your calls.

Data extraction allows you to tell Gale exactly what information you want to track.

Once it's configured, Gale will automatically capture those details during calls, so you don't have to listen back through recordings or take manual notes.

Instead, the information you need is already organized and ready to use.

To get started, first navigate to the Inbound tab on the left side of your screen.

Once you're in Inbound, navigate to the Data Extraction tab.

Once you're there, click Add Data Extraction to create a new detail you want Gale to track.

A setup window will appear with three required settings.

First, select the Information type.

Choose the type that best matches the kind of data you want to collect.

You can select Text for general written information Email for email addresses with automatic validation Phone for phone numbers with proper formatting Number for numeric values, yes or no for true or false responses Date and time for scheduling or time based details or Enum, which is a predefined list of values and is especially useful for categories with limited options.

For example, if you're tracking something like Caller type, using Enum helps keep responses consistent across all calls.

Next, give the field a clear and descriptive name.

This should make it easy to understand exactly what Gale is collecting.

Examples might include contact phone number, policy type, interest level, or budget range.

After that, add instructions in the description box.

This is where you tell Gail how to collect the information.

Be specific about what Gail should ask or what Gail should listen for during the conversation.

For example, you you might instruct Gail to ask the caller to rate their interest from 0 to 5, where 0 means not interested and 5 means very interested.

Or you might tell Gayle to note what type of insurance the caller is asking about, such as auto, home, or life.

You could also instruct Gail to collect the caller's budget range for their coverage.

Once everything is set up, click Create to save the detail.

That's it.

Gail will now begin collecting that information from every inbound call and adding it to your records automatically.

With data extraction, you can save time, improve consistency, and make sure the most important call details are always captured and easy to review.