Set the AI agents to use contact information
completed
E
Eggplant Toucan
We'd like to be able to tell the AI agents what contact properties to utilize in its responses, when appropriate. We have data we send over from our CRM that would be nice to have referenced in initial messages and any times its relevant later in the conversation.
Tawheed Al-towaitee
updated the status to
completed
Eggplant Toucan you can use Salesmsg and CRM fields with "/" right in the prompt.
https://salesmsg.d.pr/i/jlGN6f
Chris Brisson
Hey Eggplant Toucan, thanks for your feedback! I have a few more questions for you:
- What specific contact properties from your CRM would you like the AI agents to utilize in their responses?
- How frequently do you anticipate needing the AI to reference contact information during conversations?
- Are there any specific scenarios or types of interactions where referencing contact information would be particularly beneficial?