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”From the AI Agents coach, open Customer Facts, or go directly to
/ai-agents/facts.
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.