Meta Data

Use this section to configure which custom or system attributes your AI Agent should detect, extract, and act upon during conversations.

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 and log in to your account.

2. Go to Agents from the side panel and select your AI Agent.

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

1. 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

1. Use the search bar to locate specific attributes by name or filter them by status: All, Active, or Non-active.

2. To create or modify attributes, click on the Manage Attribute button. This redirects you to the Custom Attributes section under BotPenguin’s global Settings.

3. 
4. 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 Attributefor detailed guidance.

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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 [email protected]. Our team will assist you within 48 business hours.