Abhishek Kumar The real deal here is when you can you that data and store it in the clients profile. I have lots of attorneys and they are living my CRM just because FILEVINE filevine.com can help them to fill out forms and immigration forms and legal forms from the documents and pictures, IDs sent by clients, that saved them money and time. That will be great, or at least have some database from their clients storage in the clients database profile.

Leo Brito the ai will read , analyse the information , understand the content and reply based on it

Filling a form is beyond its capabilities. You can ask those question and fill the contact fields

Abhishek Kumar Thanks for considering this—enabling Employee AI to read client history, extract key details, and store them in a “Client Data Log” would be a huge time-saver for all GHL users and agencies. The power isn’t just in extraction—it’s in building a dynamic client profile that aggregates key info from every channel: calls, voice, SMS, WhatsApp, live chat, emails, and even uploaded docs/images. Imagine a searchable timeline per client where AI auto-fills fields in forms, templates, or CRM records.

Example: A client sends an ID via WhatsApp → AI extracts name/DOB/address, stores it, and auto-fills an immigration form. In a call, the client says “I’m interested in upgrading” → AI transcribes, analyzes sentiment, logs it, and flags for follow-up. Over time, the log tracks purchases, preferences, and issues.

With this, AI could power advanced workflows: If a client asks about services 3 times without buying → send an automated discount SMS. Detect frequent complaints → auto-escalate or send a survey. Personalize responses: “Based on your previous upload of [document], here’s the next step…”

Users could choose what data to store, categorize with tags (“high-value lead,” “at-risk churn”), and set automation rules—making it fully customizable. Tools like Filevine already do this for legal workflows, saving my attorney clients hours weekly. Implementing in GHL would turn AI from reactive to proactive, predicting actions and triggering automations.

Could we expand the “IN PROGRESS” to include log/history building with workflow triggers? I’d be happy to beta-test it!

Leo Brito it will be beyond conversation ai

we will need to map the extracted information to the custom fields

who will do that ?

how will the bot know this is the right document and update this information

It will be seeing the image for phase 1 .

Ai employee always reads client data , information , appointments everything

What you can do it let conversation ai collect information and through workflow ,trigger a webhook and fill the form .

filevine specifically does it for this industry , we cater to every business or building such customised platform is something not planned as of now

however we are building new AI platform where you can build complex workflows and you can build this yourself there .

Abhishek Kumar thanks for your detailed feedback—it's exciting to see this moving forward with phase 1 for image reading, and we greatly appreciate the improvements to Employee AI. This will be a huge time-saver for users like me and my clients.

To build on your points, mapping extracted info to custom fields could be handled by the AI itself, using pattern recognition to validate data (e.g., matching name/DOB/address from an ID photo to existing profiles) and auto-update. Initially, a quick manual review could ensure accuracy, but over time, the bot could learn from interactions to identify the right documents reliably. Since the AI already reads client data, appointments, etc., integrating this with conversations to collect and process info via workflows and webhooks for form-filling sounds perfect.

For evolution, imagine a centralized hub where all interactions (calls, messages, uploads) aggregate into a dynamic LOG, allowing AI to extract key details, populate forms/templates automatically, and trigger actions based on patterns—like sending follow-ups for repeated inquiries or escalating complaints. Users could customize fields, set tags (e.g., "high-value leads"), and build programmable rules in the new AI platform for predictive automation, making it fully adaptable to any business.

What do you think about expanding "IN PROGRESS" to include these LOG-building and trigger features? I'd love to help beta-test!

Thanks again for your time and for pushing GHL forward!

Leo Brito Thanks for your understanding , we will try to do everything but in phases , we will collect feedback and keep improving , ultimately everything will be possible .

Lets gets started with Phase 1