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Agents - Personalizing with Variables

How to personalize your AI Agent conversation and prompt taking advantage of our dynamic variables.

Updated over a month ago

This tutorial outlines the steps to personalize interactions using variables in Nedzo AI, ensuring that team members can effectively utilize the platform's features.

1. Understand the Importance of Personalization

  • Personalization enhances user interactions with the AI voice agent.

  • Utilize variables to provide context and improve the AI's responses.


2. Access the Variables Section

  • Navigate to the variables section in Nedzo AI.

  • Familiarize yourself with the available static variables that can be used in prompts.


3. Map Contact Fields

  • Ensure that all relevant fields are mapped when uploading a contact.

  • This mapping allows the AI to gather more information about specific contacts.


4. Copy and Paste Variables in Prompts

  • Select a variable from the variables section.

  • Copy the variable and paste it into the prompt where desired, including the opening line.


5. Use Variables in Scripts and Guidelines

  • You can also paste variables into scripts or conversational guidelines.

  • This flexibility allows for tailored interactions based on the context.


6. Explore Custom Variables (Optional)

  • If you need to add custom variables, refer to the dedicated video on that topic.

  • This SOP focuses on using existing static variables.


7. Monitor AI Updates During Calls

  • The AI agent can automatically update contact fields if they are empty during a call.

  • This feature helps maintain accurate and up-to-date contact information.


8. Reach Out for Support

  • If you have questions or need assistance, do not hesitate to reach out for support.

Cautionary Notes

  • Ensure that all variables used are relevant to the context of the interaction.

  • Avoid overloading prompts with too many variables, which may confuse the AI.

Tips for Efficiency

  • Regularly review and update the knowledge base to keep information current.

  • Test prompts with different variables to see which combinations yield the best results.

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