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Before testing your agent, add customer information to personalize conversations and give your agent the context it needs.
1

Create Contact

Navigate to the Contacts page and create a new contact with basic information like name, phone number, and email.
2

Add Contact Details

Add relevant customer information in the contact details field. Include any context your agent needs for the call.Important: The variable names you use here must exactly match the variable names in your prompt.
3

Reference Contact Details in Prompt

Reference the contact details in your agent’s prompt using {{contact_details}}. The agent will have access to all information you provided in the contact details field.

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Examples

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Example 1: Lead Qualification

Contact Details: 
lead_source: Facebook Ads
product_interest: PV
campaign: Summer Solar 2024
Prompt Implementation: 
You are calling to qualify a lead from {{lead_source}}.

They showed interest in: {{product_interest}}
They came from campaign: {{campaign}}

Mention that you saw their inquiry from {{lead_source}} and ask about their timeline for installing solar panels.

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Example 2: Solar Consultation Scheduling

Contact Details: 
advisor: Sarah Weber
product_interest: Solar
consultation_date: December 15th
estimated_savings: €1,200 per year
Prompt Implementation: 
You are following up after their consultation on {{consultation_date}}.

They are interested in: {{product_interest}}
Estimated annual savings: {{estimated_savings}}
Their advisor: {{advisor}}

Keep the conversation focused on next steps and answer any questions about the installation process.

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Tips

  • contact_details can also be uploaded in bulk via the CSV upload or the API

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Next Steps

After adding customer context, you’re ready to:

Test Your Agent

Make test calls to see how your agent uses customer context