Custom Variables

Using Custom Data with Voice AI Agents in Soph-IA

This guide explains how to work with custom data in Soph-IA to provide your Voice AI Agent with additional context from leads, contacts, and external applications.

⏱️ Time to complete: 6 minutes

Use Parameters in Settings and Prompts

  1. Open any of your AI Agents.
  2. Go to a text field such as system prompt.
  3. Type an opening parenthesis { to see available parameter fields in a pop-up menu.
  4. Choose a field to dynamically insert values (e.g., name, email, family name).

Add Custom Data to Leads or Contacts

  1. Navigate to a specific Lead or Contact in the CRM.
  2. Open the Custom Data tab.
  3. Add new fields by giving them a Name and a Value.
  4. These values will be passed to the agent as context during conversations.

Send Custom Variables via API

  1. Open the API Info window in your dashboard.
  2. In the POST request, under metadata, include customVars with key–value pairs (variable name and value).
  3. Example: send custom data when initiating calls from an external CRM.
  4. The agent will then receive and use this context dynamically during the call.

What’s Next?

Now that you’ve added custom data, you can enrich conversations even further:

Add a Knowledge Base

Combine dynamic custom data with FAQs and documents for richer responses.Add ToolsEnable your agent to perform actions like scheduling and external API calls.Connect MCP ServersGroup tools and flows in an MCP to expand your agent’s capabilities.

Need Help?

If you run into any issues or have questions: