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Customer Facts

Customer Facts are structured fields the AI agent can collect and remember about a contact — a tenant-wide catalog you define once (for example kyc.legalName) and then reuse across the customer journey.

Where to find it

Section titled “Where to find it”

Open AI Agents → Configure → Customer Facts.

AI Agents → Configure — Customer Facts is one of the sub-tabs
The Configure tab of the AI Agents area, where Customer Facts lives

AI Agents → Configure — Customer Facts is one of the sub-tabs

How it works

Section titled “How it works”
  • The Fact catalog lists every fact the agent may collect. Each row defines a field once; click Add fact to create one.
  • A fact’s value is copied into a lifecycle stage when you enable that fact on the stage (from the stage editor) — so the agent only asks for what’s relevant at each step.

Collected values appear on the contact’s profile in Contacts.

Section titled “Related”