Custom Fields
Overview
Ever wished you could give your AI agent a quick heads-up about a specific lead? What if you could provide secret instructions or key context for a high-value conversation without retraining the entire AI?
That's precisely why we created the WhatSnap Additional Info custom field. This powerful feature allows you to "whisper" key details straight to your agent for individual contacts, ensuring it has the perfect insights to handle nuanced situations.
Think of it as pulling your top salesperson aside for a quick huddle before they jump on a critical call—empowering them with the exact information they need to succeed.
Key Advantage: This feature allows for hyper-personalization on the fly. You can fine-tune your agent's approach for a single lead without altering its core programming or general knowledge base.
How It Works
When WhatSnap is installed, it automatically adds a new custom field to every contact profile in your GoHighLevel account.
Field Name
WhatSnap Additional Info
Function
Any text you place in this field is read and understood by the AI agent only when interacting with that specific contact
This allows your agent to adapt its behavior and responses based on unique circumstances, previous interactions, or special client needs that aren't part of its general training.
Setup Guide
Step 1: Locate the Custom Field
Navigate to any contact profile within your GoHighLevel CRM
On the left-hand panel, scroll down past the standard contact details
Find the accordion section labeled "Additional Info" and open it
Inside, you'll see the custom field:
WhatSnap Additional Info
Step 2: Add Your "Whisper" Instructions
Click into the text box and type or paste any information you want the AI to know about this specific lead.
No need to re-prompt: Just provide the raw data
Character Limit: The field supports a generous character count for detailed notes
Step 3: Save
Click the "Save" button at the bottom of the contact profile. The information is now instantly available to your AI agent for its next interaction.
Use Cases
Following Up After a Human Call
Your sales manager has an important call with a VIP lead.
Action:
Result: The next time the lead sends a WhatsApp message, your AI agent has full context of the previous conversation. It can reference specific points discussed, understand the lead's unique needs, and provide a seamless, informed follow-up.
Handling Special Client Needs
A high-value client has specific preferences or a unique history with your company.
Action:
Result: The AI will adjust its tone and focus its responses on addressing the client's specific concerns, providing personalized service that builds trust and boosts conversion.
Noting Previous Objections
A lead previously expressed hesitation about pricing.
Action:
Result: The AI proactively addresses the known objection rather than waiting for it to come up again.
Transferring Context Between Channels
A lead started on SMS but moved to WhatsApp.
Action:
Result: Seamless cross-channel experience where the AI maintains context regardless of which platform the lead uses.
Benefits
Save Time
Eliminate the need for lengthy internal handoffs between human team members
Keep Everyone Aligned
The entire team, including the AI, is on the same page regarding each lead's status
Deliver Tailored Responses
Move beyond generic scripts to provide personal, relevant conversations
Boost Conversions
Clients who feel understood are far more likely to convert
Best Practices
Keep it concise: Bullet points work better than paragraphs
Update after key interactions: Refresh the field after important calls or events
Include actionable context: Focus on information that changes how the AI should respond
Use for exceptions: The general knowledge base handles standard queries—use this for outliers
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