Skip to content
  • There are no suggestions because the search field is empty.

Adding a Custom Property to an Agent

Learn how to easily configure and add custom data capture properties to your agent. This guide streamlines the process of tracking specific information fields to improve your agent's data collection capabilities.

Scroll through the steps below to add a Custom Property to an agent. 

 

Not a visual learner? No worries! Walk through the step-by-step guide below.

Custom properties let an agent pull specific, structured information out of its call transcripts.

The steps are:

  1. Open SalesAi and click My Agents in the left sidebar. You can add properties to an agent you’ve already built or to a new one.
  2. Open the agent and click the Data Capture tab along the top. The other tabs are Agent profile, Configuration, Tools, Knowledge and Workflow handoff.
  3. Click “+ Add property”, either in the middle of the empty screen or with the “Add individual property” button in the upper right.
  4. Choose a property. You can pick one you’ve already created, such as “Favorite Ice Cream Flavor” or “Reason for an Agent,” or click + New property to make a new one.
  5. Check the list. The property then appears in the Data Capture table with its name, type (for example, Text) and last-updated date.
  6. Edit or remove it if needed. The three-dot menu on a property’s row gives two options:
    • See in Properties, to edit it
    • Remove from agent