# Meta Data

### What is this?

The **Meta Data** section allows you to define which attributes your AI Agent should extract and track during a conversation. These attributes help the agent filter, analyze, and respond based on user-specific inputs like dates, locations, or preferences.

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### Why is it beneficial?

* Enables your AI Agent to capture and store critical user details automatically
* Powers contextual personalization in real-time conversations
* Enhances backend data filtering and segmentation for analytics or automation
* Streamlines downstream workflows like appointment scheduling or lead qualification

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### How to configure it

1. Go to [**BotPenguin**](https://app.botpenguin.com/) and log in to your account.
2. Go to **Agents** from the side panel and select your AI Agent.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FosmKHsPVfYBSukEYFBT8%2Fimage.png?alt=media&#x26;token=7d47453f-f95d-40c0-bd0f-6a89f178262d" alt=""><figcaption></figcaption></figure>

3. Open the **AI Agent Personality & Instructions** section and navigate to the **Meta Data** tab.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FosmKHsPVfYBSukEYFBT8%2Fimage.png?alt=media&#x26;token=7d47453f-f95d-40c0-bd0f-6a89f178262d" alt=""><figcaption></figcaption></figure>

4. You’ll see a list of attributes the agent can extract. Each row displays:

* **Attribute Name** – the label used to identify the data point
* **Category** – such as Custom or System
* **Extract Meta Data** – a toggle to enable or disable automatic extraction
* **Actions** – a delete button to remove any attribute from the agent's scope

5. Use the search bar to locate specific attributes by name or filter them by status: *All*, *Active*, or *Non-active*.
6. To create or modify attributes, click on the **Manage Attribute** button. This redirects you to the **Custom Attributes** section under BotPenguin’s global **Settings**.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F6YBuVHSdgvbrGV4rTzrR%2Fimage.png?alt=media&#x26;token=d16f56bc-cfd0-4969-93cd-2ba925e06159" alt=""><figcaption></figcaption></figure>

7. From there, you can define new attributes, assign types (e.g., Text, Date, Boolean), and configure options like mandatory fields or value validation. Refer to the full [managing-custom-attribute](https://help.botpenguin.com/settings/managing-custom-attribute "mention")for detailed guidance.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FhOhy1609SP2GiIlWhJyf%2Fimage.png?alt=media&#x26;token=753c8fb0-4487-4727-b313-9507f120db31" alt=""><figcaption></figcaption></figure>

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### Need Help?

If your metadata isn’t being extracted as expected, or attributes aren’t showing correctly, reach out to us at [**support@botpenguin.com**](mailto:support@botpenguin.com). Our team will assist you within 48 business hours.