Adding custom values to your CRM is crucial for setting up an effective AGENT AI Chat Bot. These values act as dynamic variables within the bot's logic, enabling personalized and context-aware interactions.

Why are custom values important?

Personalised Experiences: By incorporating custom values like , , or , the chatbot can address customers by name, recall past interactions, and tailor responses to their individual needs and preferences.

Enhanced Efficiency: Dynamically referencing customer data within the bot's responses streamlines interactions, reduces the need for repetitive data entry, and improves overall efficiency.

Improved Targeting: Custom values enable more precise customer segmentation and targeted messaging, allowing you to deliver the most relevant information and offers to each customer.

Data-Driven Insights: By analyzing custom values collected through chatbot interactions, you gain valuable insights into customer behavior, preferences, and needs, which can be used to further refine your marketing and customer service strategies.

Example: "Give Info" Objective

In the "Give Info" objective, you can use the following:

Objective: "Give the upload link"Main Prompt: "Here is your upload link: "

This demonstrates how custom values like and (from your custom values) can be seamlessly integrated into the bot's responses, creating a more personalised and efficient customer experience.