Custom fields and custom values are some of the most powerful tools for personalizing and “contextualizing” your AI assistant’s responses across all channels—calls, chats, text messages, and more. By using these fields, your assistant can remember client details, keep conversations relevant, and automate highly tailored interactions.
Custom fields allow your AI to “know” important details about each contact or situation—whether that’s their purchase history, pipeline stage, or appointment details.
This awareness makes your assistant appear smarter and much more helpful, handling use cases like:
Carrying context between phone, chat, and text (e.g., using a call summary for a follow-up chat)
Providing personalized support or product info based on stored contact data
Adjusting prompts and conversation flows dynamically according to CRM data
Tip: Custom fields make your AI assistant act like a true team member—aware of each client’s unique situation!
Cross-channel context: Summarize a phone call and have the AI reference that summary in a follow-up text.
CRM-powered responses: Use fields like “Service Interested In” from Facebook lead forms so your AI can ask smart follow-up questions (e.g., “What interested you in our [treatment/service]?”).
Personalized outbound calling: Trigger different AI prompts for different pipeline stages or appointment reminders, using one assistant and number for all.
Note: If you’re new, start simple. You can gradually add complexity as you get comfortable with custom field-driven automations.
Create or Identify a Custom Field in Your CRM:
Navigate to Settings in your CRM, scroll down to Custom Fields.
Add a new custom field (e.g., “Home Budget”) or use an existing one.
Sync the Custom Field with Your AI Assistant:
Go to your AI Prompt editor.
In the fields/values section, click resync to pull in the latest custom fields from your CRM.
Insert the Field into Your Prompt:
Select your custom field from the dropdown and add it to your assistant’s prompt.
If you’re copying a field name manually from the CRM, remove any spaces between the brackets and the field name (e.g., use {{HomeBudget}} not {{ Home Budget }}).
Deploy the Prompt:
Now, whenever the AI interacts with the client, it will use that custom value, keeping every conversation relevant and up to date.
