AI Agents - Save Data

Making the agent save information in the lead's data.

Setting the fields visible to the A.I.

The A.I. will have read permission for all fields listed in "Lead Information" in the Contextualization tab, that is, it will be able to use them during the conversation with the lead. It is essential that the fields it can edit are also available for reading.

Allowing field changes

To allow it to save data during the conversation, you must enable this feature as shown below, selecting the fields that can be changed.

If you want the agent to also be able to modify fields that are already filled in, you need to enable the option "Allow data overwrite?".

Agent edit screen.

Selecting fields that can be changed.

Configuring rules to save the fields

It is important to make explicitly clear when the agent will be able to save the fields. Ideally, this should be done in the "Additional Rules" section. If you are working with custom lead fields, you can reference them by either alias or display name.

Additional Rules to change the fields.