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Create a New Custom Property for Agent Use

Set up custom data properties to capture exactly what your agents need. This guide covers creating customized properties, redacting sensitive information, and managing your properties.

Scroll through the images/steps below to create a custom property.

 

Not a visual learner? No worries! Walk through the step-by-step guide below.
  1. Open SalesAi.
  2. Open the settings menu. In the bottom-left corner, click the gear icon next to your name.
  3. Select Settings from the menu.
  4. Go to Data Capture. Click the Data Capture tab in the top banner.
  5. Start a new property. Click Create Property in the upper-right corner.
  6. Name the property. This field is required.
  7. Choose a value type. Use the dropdown to pick Text, Number, Boolean, or Date.
  8. Set a fallback value (optional). This value is recorded if the property isn't mentioned or collected during the conversation. Leave it empty to record no value.
  9. Add data capture instructions (optional). Write a short prompt of up to 500 characters that tells the AI how to find and capture this data from the transcript.
  10. Decide whether to redact the data. Choose Yes for sensitive information, such as Social Security numbers.
    • Redacted values show as "–" in SalesAi.
    • The agent can still use them in workflow steps.
    • They still sync correctly to your CRM if your workflow sends the data there.
  11. Save the property. Click Create Property in the bottom-right corner.
  12. Confirm it was created. The new property appears in the Custom section of the Data Capture tab.
  13. Edit or delete a property. Click the three dots (⋯) to the right of the property, then choose Edit property or Delete property.