Sometimes when a customer reaches out, your AI agent may ask for a name, order number, or preference that your team has already saved in their profile. This can make the experience feel impersonal.
Now, with the new
Contact Data Access
block in your Agent settings, you can choose exactly which contact / custom object
properties your AI Agent is allowed to read — things like name, email, membership tier, or past purchase history. Those details are automatically woven into the conversation behind the scenes, so your AI Agent can greet customers by name, skip questions you already have answers to, and tailor its responses to who it's actually talking to.
You stay in control of what gets shared: selected properties appear as chips in the configuration view so you can see at a glance what your Agent has access to — nothing hidden, nothing unexpected.
The result is a conversation that feels less like a support ticket and more like talking to someone who actually knows your customer.