Filling And Checking Duplicate Records Using AI Voice Agent

In this guide, we will explain how to fill in records and check for duplicate records from a Salesforce object. In this example, we will use the Voice Agent field to fill in the record details and to check whether a record with the same Account Name and Phone Number already exists in Salesforce. The AI lets us know, using audio, if a record with the same details is available and asks us whether we want to create the record or not.

1. INITIAL SETUP:

Drag and drop a "Salesforce Table", a "JavaScript", a "Voice Agent", and an "AI Prefill" field onto your form to set up the AI Voice Agent.
Rename the fields as needed.

Drag and drop four "Hidden" fields onto your form and rename them: "Record Contexts for AI", "AI Voice Response", "Duplicate Found", and "AI Prefill Prompt".

Drag and drop the fields you want the AI to fill. Here we are using a "Text" field for Name, a "Phone" field for Phone, and a "Text" field for Type to capture the Account details.

2. CONFIGURE THE "SALESFORCE TABLE" FIELD:

Click the pencil icon of the "Salesforce Table" field.
Set up the field:

Object: Select Account (the object the AI will check against).
Select Table Fields: Name,Phone,Type (the fields pulled for each record). Keep these aligned with the details the AI will extract.
Returned Record Count: 50 (the maximum number of records returned). Keep this reasonable.

Here, 3d16-a03d-2758 is the component ID of the "Salesforce Table" field. You will use it in the next step.

3. CONFIGURE THE "JAVASCRIPT" FIELD:

Click the pencil icon of the "JavaScript" field.
This script hides the Salesforce Table from the user, shows a loading spinner, and stores the table records as JSON in the "Record Contexts for AI" hidden field so the AI has data to compare against.
Here, 3d16-a03d-2758 is the component ID of the "Salesforce Table" field and 1459-a3cd-0021 is the component ID of the "Record Contexts for AI" hidden field.

Please use this code:

$('#component-3d16-a03d-2758').hide();
formyoula.event_trigger("main:spinner_dialog", {show:true})

formyoula.form_fields['3d16-a03d-2758'].on( 'table:results:render:success', function() {

    //Get table instance using related id
    var salesforce_table = $('#salesforce_table_3d16-a03d-2758').DataTable();
    //Get table data
    var table_data = salesforce_table.rows().data().toArray()
console.log(table_data)
    formyoula.form_fields['1459-a3cd-0021'].set({value:JSON.stringify(table_data) },{ silent: true })
formyoula.event_trigger("main:spinner_dialog", {show:false})

//$('#component-d5c2-2253-544d').show()
} )

4. CONFIGURE THE "VOICE AGENT" FIELD:

Click the pencil icon of the "Voice Agent" field.
Set up the field:

Read Text From Field: Here, a1f2-b3c4-d5e6 is the component ID of the "AI Voice Response" hidden field. The agent reads this field aloud to the user.
AI Prefill Component Id: Here, da78-f3f8-f209 is the component ID of the "AI Prefill" field that runs when the user finishes speaking.
Voice Agent Welcome Message: (Optional) Enter a message users hear when the form loads (e.g., "Hi! Tell me the account you want to look up, or describe a new account you'd like to create.").

5. CONFIGURE THE "AI PREFILL PROMPT" HIDDEN FIELD:

Click the pencil icon of the "AI Prefill Prompt" hidden field.
Add the AI's system instructions in the "Value" field.

Please use this example Prompt:

You are a friendly voice assistant inside a form that helps the user find Salesforce account records and prevents duplicate account creation.

Your tasks:
1. Understand the latest user message in the conversation.
2. If the user is searching for an account, find the best matching records from the existing records by name, phone or type and describe them briefly in agent_response, including name, phone and type of each match.
3. If the user wants to create a new account, compare the provided name, phone and type against the existing records. Treat a record as a likely duplicate if it has a matching or very similar name, the same phone number, or the same name and type. If a likely duplicate exists, set duplicate_found to true, warn the user in agent_response, mention the matching record details and ask if they still want to continue. If no duplicate exists, set duplicate_found to false and confirm the details are filled in and the account looks safe to create.
4. Extract the account name, phone and type from the conversation whenever they are mentioned.
5. If required information is missing, ask the user for it in agent_response.

Respond ONLY with a raw JSON object, no markdown, no code fences and no explanation, with exactly these keys: name as the extracted account name or an empty string, phone as the extracted phone number or an empty string, type as the extracted account type or an empty string, duplicate_found as true or false, and agent_response as a short natural spoken reply of at most two sentences that will be read aloud to the user. Keep agent_response conversational and brief, and word it slightly differently each time so it is never identical to your previous reply.

6. CONFIGURE THE "AI PREFILL" FIELD:

Click the pencil icon of the "AI Prefill" field.
Add the AI Prompt. This combines the system prompt, the existing records, and the conversation so far.
Here, c4d5-e6f7-a8b9 is the "AI Prefill Prompt" hidden field, 1459-a3cd-0021 is the "Record Contexts for AI" hidden field, and ba64-55fc-9333 is the "Voice Agent" field.

Please use this Prompt:

{{c4d5-e6f7-a8b9}}

Existing Salesforce account records:
{{1459-a3cd-0021}}

Conversation so far as a JSON array, where type user is the person speaking and type assistant is you:
{{ba64-55fc-9333}}

Map Data Key (AI output values) to Form field:

name - c008-764e-de46 (Name)
phone - daa5-7f5d-61aa (Phone Field)
type - d83a-2d46-6ec6 (Type)
duplicate_found - f1a2-b2c3-d4e5 (Duplicate Found)
agent_response - a1f2-b3c4-d5e6 (AI Voice Response)

7. TEST THE FUNCTIONALITY:

Try the Form. The Salesforce Table loads in the background and is hidden (you may see a brief loading spinner).

Click the "Start Speaking" button.

Give the voice instructions to search for an account (e.g., "Find an account named Test."). The Voice Agent will describe any matching records aloud.

Note:

The user can also provide instructions for filling in the fields and can ask the AI agent to check for duplicate records.
The user can also enter or edit the details manually before submitting.

Example Form.json12.6 KiB

For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂