Resume Unfinished Conversations + AI Value Extraction
Returning visitors can now pick up where they left off. A new AI field mode silently cleans up conversational responses before saving.
Two quality-of-life improvements shipping together.
Draft session resume. When a visitor starts an IntakeBot conversation and leaves before finishing, they can now come back and pick up where they left off. The next time they open the same bot, a prompt gives them the choice to continue their previous session or start fresh. Sessions expire after 24 hours, and the system detects schema version changes so a stale draft doesn’t confuse anyone. Works across all embed modes: inline, popup, and floating widget.
This should help with completion rates on longer intake flows where people get interrupted mid-conversation.
AI Value Extraction. This is the third AI mode in AI Field Intelligence, alongside Socratic Negotiation and Strict Validation. Value Extraction runs silently when a respondent’s answer contains conversational noise. If someone types “Hi, my name is Pedro Navajas” into a Name field, the AI extracts “Pedro Navajas” and saves that without showing the full raw response back to the user. When no value can be found, the bot generates a natural re-prompt instead of repeating the original question verbatim.
The number of re-prompt retries is configurable per field, from 0 to 3, with a default of 1. The AI wizard automatically applies extraction on name and identity fields when generating new bots.
Both features are available on all plans.
What's included in this release
Public Intake Bot visitors can now resume an unfinished submission after refreshing or re-entering the page. A lightweight localStorage pointer reconnects to the in-progress server record, and a prompt lets users continue where they left off or start over. Schema version changes and session expiry are handled automatically. Works across all embed modes with graceful degradation.
New Extract Value AI mode silently normalizes conversational field responses before saving. When users respond with greetings or extra text (e.g., 'Hi, my name is Pedro'), the system extracts just the relevant value ('Pedro') using the same 1 AI credit per call as other AI field intelligence modes. When no value is found, the bot re-prompts with a natural, AI-generated nudge (e.g., 'Thanks! Could you tell me your name?') rather than repeating the original question. Re-prompt retries are configurable per field (0–3, default 1) via the new Advanced Options for extraction. The AI wizard auto-applies extraction on name and identity fields. The field config panel features a redesigned mode selector showing all three AI operations — Extract Value, Socratic Negotiation, and Strict Validation — at a glance with mode-specific descriptions and placeholder guidance.
