> ## Documentation Index
> Fetch the complete documentation index at: https://wiredesk.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Collect data

> Tell the agent which details to save from conversations — an order number, a vehicle, a preferred time — and find them in your Inbox.

A **Capture details** action gives the agent a list of fields to record for you. When those details come up in a conversation, the agent saves them. If a field you marked as required is still missing, it asks for it, one thing at a time, then saves everything once.

Use it for anything you want captured in a structured way that is not a lead: an order number, a vehicle make and model, a preferred appointment time, a postcode. For names and contact details you want to follow up on, use [lead capture](/docs/actions/capture-leads) instead — it has its own list and sends a notification.

## Add a Capture details action

<Steps>
  <Step title="Open Actions">
    Go to **Agents → your agent → Actions** and choose **Add action → Capture details**.
  </Step>

  <Step title="Name the tool">
    Enter a **Tool name**, such as `vehicle_details`. Use lowercase letters, digits and underscores, 3–40 characters, starting with a letter. It cannot be one of the [reserved names](/docs/actions/overview#tool-names).
  </Step>

  <Step title="Define the fields">
    Under **Fields to collect**, type a label for each field, pick a type — **Text**, **Email** or **Phone** — and tick **req** if the agent must get it before saving. The editor starts with one empty required field. Add more with **Field**.
  </Step>

  <Step title="Pick channels and save">
    Choose **Voice**, **Chat** and **Email** as needed, then click **Add**.
  </Step>
</Steps>

Write labels the way you would say them to a customer — "Order number", "Preferred day" — because the agent reads the labels to know what to listen for and what to ask.

### Field rules

* At least one field, at most 12.
* Each field's key comes from its label, lowercased with spaces and punctuation turned into underscores: **Order number** is saved as `order_number`. Two fields cannot share a key.
* Values are trimmed and cut at 500 characters.

You can have more than one Capture details action on an agent, each with its own tool name and fields.

## Where the results land

Go to **Inbox → Extra fields**. The **Extra fields** card lists every set of details the agent saved, newest first:

| Column     | What it shows                                                                                            |
| ---------- | -------------------------------------------------------------------------------------------------------- |
| **Agent**  | Which agent saved it.                                                                                    |
| **Fields** | Each field and its value, e.g. `order number: 10482 · preferred day: Friday`. Links to the conversation. |
| **When**   | When it was saved.                                                                                       |

The list does not show which Capture details action saved a row, so if you run several on one agent, give them fields that are easy to tell apart.

Filter by agent at the top of the page, and use **Export CSV** to download the list. The page shows the latest 200 entries.

Below it, the **Action log** card lists every action the agent has run — not just this one — with whether it succeeded and how long it took.

Capture details does not send a notification. The results wait for you in the Inbox.

## Related

* [Capture leads](/docs/actions/capture-leads)
* [Inbox](/docs/workspace/inbox)
* [Exports](/docs/workspace/exports)
* [Actions overview](/docs/actions/overview)