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User Info Settings

This article will guide you through changing user information collection-related settings for your project using the Settings button on the project home page. Configuring these settings allows you to define what information fields to collect from end users interacting with your AI agents. This feature is optional and can be turned off if not needed.

Accessing the Projects Section​

To manage your project settings, follow these steps:

  1. Log in to your NGage 360 account.
  2. Navigate to the main menu and click on the 'Projects' link.

This will take you to the Projects section, where you can see a list of all your current projects.

Accessing the Settings Page​

Once you are in the Projects section, follow these steps to access the project settings:

  1. Select the Project: Find the project you want to configure from the list. Click on the project name to go to the Project Details page.
  2. Click on the 'Settings' Button: On the project home page, locate and click on the 'Settings' button. This will open the project settings interface.

Configuring User Information Collection Settings​

In the Settings page, follow these steps to configure the user information collection settings for your project:

  1. Navigate to the User Information Tab: Click on the 'User Information' tab within the settings interface. This tab contains all the configuration options related to collecting information from end users.

User Information Collection Options​

  1. Enable/Disable Information Collection:

    • Toggle Option: At the top of the User Information tab, you will find an option to enable or disable user information collection. Check or uncheck this option to turn the feature on or off.

  2. Configure Information Fields:

    • Add Fields: Click on the 'Add New Field' button to specify new information fields you want to collect from end users. You can add multiple fields as needed.
    • Field Types: Choose the type of information for each field (e.g., text, message.).
    • Field Labels: Enter a descriptive label for each field to help end users understand what information is being requested.
    • Required Fields: Mark fields as required if the information must be provided by the end user.

  3. Reorder Fields:

    • Drag and Drop: Use drag and drop functionality to reorder the fields based on the sequence you want them to appear in the AI agents' interaction.

  4. Save Changes:

    • Save Settings: Once you have configured the information fields, click the 'Save Settings' button to apply and save the changes.

Managing Existing Fields​

If you need to edit or remove existing fields, follow these steps:

  1. Edit Fields: Click on the 'Edit' button next to the field you want to modify. Make the necessary changes and save them.
  2. Remove Fields: Click on the 'Delete' button next to the field you want to remove.

Benefits of User Information Collection​

  • Customization: Tailor the information collection process to suit your project’s needs.
  • User Data: Collect valuable data from end users to enhance user experience and improve service.
  • Optional Feature: Flexibility to enable or disable information collection based on project requirements.

Conclusion​

Changing user information collection settings on NGage 360 is an easy process that allows you to define what information to collect from end users interacting with your AI agents. By following the steps outlined in this guide, you can effectively configure and manage the information fields to enhance the user experience and gather relevant data.