Definitions

The Definitions page lets you create custom data attributes for customers. These fields can be filled manually or inferred automatically by AI voice agents during calls and post-processing.

Creating Attribute Definitions

Click Add Attribute Definition to define a new data point:

• Label – Name of the attribute.

• Data Type – Text, Number, Boolean, or Date.

• Inference – Control whether AI agents can extract or merge this field.

• Description & Default Value – Explain usage and set a default.

• Rules & Flags – Mark as required, unique per lead, or active.

• Advanced – Add validation JSON, options, or external mappings.

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Best Use Cases

• Capture industry-specific fields like policy numbers, account IDs, or preferences.

• Let AI auto-populate details from conversations.

• Standardize data collection across your organization.