# 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. {% hint style="success" %} **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. {% endhint %} *** ## How It Works When WhatSnap is installed, it automatically adds a new custom field to every contact profile in your GoHighLevel account. | Field | Description | | -------------- | -------------------------------------------------------------------------------------------------------------------------- | | **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 1. Navigate to any contact profile within your GoHighLevel CRM 2. On the left-hand panel, scroll down past the standard contact details 3. Find the accordion section labeled **"Additional Info"** and open it 4. 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:** ``` Paste the call transcript or summary into the WhatSnap Additional Info field ``` **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:** ``` "This is a VIP client. They prefer communication after 5 PM and are interested in our premium package but concerned about the integration timeline. Prioritize their queries." ``` **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:** ``` "Lead mentioned budget concerns on last call. Emphasize ROI and offer to discuss payment plans if they bring up pricing again." ``` **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:** ``` "Previously contacted via SMS about the Enterprise plan. Sent pricing doc on Jan 15. Follow up on their decision." ``` **Result:** Seamless cross-channel experience where the AI maintains context regardless of which platform the lead uses. *** ## Benefits | Benefit | Description | | ------------------------------ | ----------------------------------------------------------------------------------- | | **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 1. **Keep it concise**: Bullet points work better than paragraphs 2. **Update after key interactions**: Refresh the field after important calls or events 3. **Include actionable context**: Focus on information that changes how the AI should respond 4. **Use for exceptions**: The general knowledge base handles standard queries—use this for outliers --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://whatsnap.gitbook.io/whatsnap-docs/ai-agents/custom-fields.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.