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Your AI agents can now read and update custom fields

Your AI agent can now see what you already know about a contact, and save what customers tell it in the chat.

Your AI agents can now read and update custom fields

Custom fields are the details you keep on each contact, like their city, favourite product or size. Your AI agent can now use them. Turn it on per agent in the Capabilities tab. It stays off until you choose.

With Read only, the agent sees what is already saved, so it can suggest a customer's usual order and stops asking for details you already have. With Read and write, it also saves what customers tell it in the chat, like a new city or a preference. Your contact records stay up to date without anyone typing them in, and they sync to any connected CRM.

Custom fields set to Read and write on an AI agent, then the AI saving a customer's new city and recommending their usual coffee from saved fields
Every update shows in the chat as a Set Custom Field action.
Set it up