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Help with a Zap that extracts information from several messages in one customgpt.ai (chatbot) conversation


Hi, I'm looking for help on creating a zap with customgpt.ai, where the Zap uses information from all fields in a customgpt.ai. conversation, currently the Zap is only picking up content in the first message of the conversation and not from the entire thread. The purpose of this integration is to extract contact information (name, email, phone number) from users to generate leads. The current integration works well (but only extracts information from the first message in the conversations).

I am using the following zap sequence.

  1. App: CustomGPT, Event: Input “CustomGPT New Conversation” (source of content)
  2. App: Formatter by Zappier, Event: Number (to extract telephone numbers from the user's conversation - input “CustomGPT New Conversation”)
  3. App: AI by Zappier, Configuration Prompt: “I want to extract lead data. Please pull the user's name, email address and any other contact information. Also provide a summary of the conversation and include any numbers that the user provides in the summary”. Output fields (Name, Email, Telephone, Summary of Conversation)
  4.  App: Zappier Tables. The creates records with name, email, telephone number and summary of conversation.

Everything works as long as the data is in the first message of a customgpt.ai conversation, if the user includes their contact information in other messages in the conversation thread the data is not retrieved in the zap. 

So, I'm looking for a way to extract a user's contact information from a customgpt.ai conversation, irrespective if the data is in the first message or in other messages of the conversation thread.

Please note I have zero coding experiencing and am a no code novice.

Thanks

AGM

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2 replies

JammerS
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  • Zapier Staff
  • 2188 replies
  • February 12, 2025

Hi ​@AGM,

 

Welcome to the Community.

 

It seems your Zap is only capturing the first message of the conversation due to the "CustomGPT New Conversation" trigger. To capture all messages, use the CustomGPT "New Message" trigger. If not, you can use Zapier's Looping feature to process each message in the conversation and extract the data. Alternatively, use Formatter to split the conversation into individual messages if combined into one field. Update your AI prompt to ensure it recognizes contact details in all parts of the conversation.

 

I hope this helps. Let us know if you need further assistance.


  • Author
  • New
  • 1 reply
  • February 12, 2025

Hi Jammer, 

Thanks for your suggestion. I'm going to try the “new message” trigger instead and see how this works out first.

Regards,

AGM