How it works
- You define an extraction schema (what data points to extract).
- You write optional instructions (how the AI should interpret conversations).
- You attach the extractor to a channel’s inbound settings.
- When a conversation resolves, the extractor reads the full transcript and outputs structured data matching your schema.
Creating a data extractor
- Go to Settings > Data Extractors.
- Click Create and choose a template or start blank.
- Configure:
| Field | Description |
|---|---|
| Name | Identifier for this extractor (e.g., “Customer Sentiment”, “Issue Resolution”). |
| Description | What this extractor does. |
| Model | The AI model to use for extraction. Any of the available models can be used. |
| Instructions | Optional guidance for how the AI should analyze the conversation. For example: “Focus on the customer’s emotional tone and whether their issue was fully resolved.” |
| Schema | JSON Schema defining the output structure: the data points to extract. |
Schema editor
The schema defines what the extractor outputs. Use the visual schema editor or write JSON Schema directly:Templates
Lookfor provides templates to get you started:| Template | Extracted fields |
|---|---|
| Customer Sentiment | Sentiment, emotional tone, satisfaction score, key issues |
| Issue Resolution | Issue type, severity, resolved (boolean), resolution summary, follow-up required |
Attaching to channels
Data extractors are configured in channel inbound settings:- Go to Settings > Channels and open any channel (Storefront, Email, Instagram, or Facebook).
- In the Data Extraction section, select your extractor.
- Save.
Viewing results
Extraction results are stored per conversation and can be accessed from the conversation detail in the Inbox.Advanced settings
For reasoning models (GPT-5 family), you can configure:| Setting | Description |
|---|---|
| Reasoning effort | How much the model “thinks” before extracting (low, medium, high). Higher effort produces more accurate extractions but takes longer. |
| Reasoning summary | Level of detail in the reasoning trace (concise, detailed). |
| Verbosity | Controls output length and detail (low, medium, high). |

