How to edit the description of information fields in Atom?
In this article, we will explain how to modify the description of the information fields in Atom, an essential action to ensure that customer data is correctly interpreted and used by the system's AI.
❓Frequently asked question or initial context
Information fields in Atom allow you to store additional data about contacts, such as interests, preferences, or any data relevant to your operation.
Editing thedescriptionof these fields provides greater clarity to your agents who complete them and improves the quality of the data, as the description acts as a guide so that the entered content is consistent with the expected use of the field.
🛠Step-by-step to edit the description of an information field
1. Enter the Configurations moduleFrom the administration panel, go toConfigurations > Conversations
2. Click on "Information Fields"This will show you the complete list of fields available in your Atom account.
3. Find the field you want to editIdentify the field, press the 3-dot menu, and select the Edit option(✏️)
4. Edit the "Description" fieldA form will open where you can modify the text of the description. Make sure it is clear, specific, and useful for agents or for automatic processes.
5. Save the changesClick "Save" to apply the modifications. From that moment on, the new description will be displayed when creating or editing data in that field.
📝Additional notes
The description is visible when completing or editing a field manually, and can also be used as a reference by automatic flows or integrations.
The description is visible when completing or editing a field manually, and can also be used as a reference by automatic flows or integrations.
This change does not alter the values already loaded in the field, it only modifies the visual reference seen by the agents.
This change does not alter the values already loaded in the field, it only modifies the visual reference seen by the agents.
💼Practical example or use case
A field calledAdditional observationshad the description blank. To better guide the agents, the description was edited and added:"Enter relevant details of the conversation or customer preferences that are not covered by other fields."This allowed for a more coherent use of the field and more useful data for future automated or manual interactions.
❓Frequently asked question or initial contextInformation fields in Atom allow you to store additional data about contacts, such as interests, preferences, or any data relevant to your operation.Thedescriptionof the field functions as apromptfor the AI, which in the background verifies whether the necessary conditions are met to allow successful saving.🛠Step-by-step to edit the description of an information field1. Enter the Configurations moduleFrom the administration panel, go toConfigurations > Conversations2. Click on "Information Fields"This will show you the complete list of fields available in your Atom account.3. Find the field you want to editIdentify the field, press the 3-dot menu, and select the Edit option(✏️)4. Edit the "Description" fieldA form will open where you can modify the text of the description. Make sure it is clear, specific, and useful for agents or for automatic processes.5. Save the changesClick "Save" to apply the modifications. From that moment on, the new description will be displayed when creating or editing data in that field.📝Additional notesThe description is visible when completing or editing a field manually, and can also be used as a reference by automatic flows or integrations.This change does not alter the values already loaded in the field, it only modifies the visual reference seen by the agents.💼Practical example or use caseA field calledAdditional observationshad the description blank. To better guide the agents, the description was edited and added:"Enter relevant details of the conversation or customer preferences that are not covered by other fields."This allowed for a more coherent use of the field and more useful data for future automated or manual interactions.📞When to contact support?We suggest you contact us if:You cannot edit the field description.The save button does not respond or the change is not reflected.The field does not appear in the available editing list.When contacting us, please include:Name of the field you want to edit.Screenshots if possible.Brief description of the problem.
❓Frequently asked question or initial context
Information fields in Atom allow you to store additional data about contacts, such as interests, preferences, or any data relevant to your operation.
Thedescriptionof the field functions as apromptfor the AI, which in the background verifies whether the necessary conditions are met to allow successful saving.
🛠Step-by-step to edit the description of an information field
1. Enter the Configurations module
From the administration panel, go toConfigurations > Conversations
2. Click on "Information Fields"
This will show you the complete list of fields available in your Atom account.
3. Find the field you want to edit
Identify the field, press the 3-dot menu, and select the Edit option(✏️)
4. Edit the "Description" field
A form will open where you can modify the text of the description. Make sure it is clear, specific, and useful for agents or for automatic processes.
5. Save the changes
Click "Save" to apply the modifications. From that moment on, the new description will be displayed when creating or editing data in that field.
📝Additional notes
The description is visible when completing or editing a field manually, and can also be used as a reference by automatic flows or integrations.
This change does not alter the values already loaded in the field, it only modifies the visual reference seen by the agents.
💼Practical example or use case
A field calledAdditional observationshad the description blank. To better guide the agents, the description was edited and added:
"Enter relevant details of the conversation or customer preferences that are not covered by other fields."
This allowed for a more coherent use of the field and more useful data for future automated or manual interactions.
📞When to contact support?
We suggest you contact us if:
You cannot edit the field description.
The save button does not respond or the change is not reflected.
The field does not appear in the available editing list.
When contacting us, please include:
Name of the field you want to edit.
Screenshots if possible.
Brief description of the problem.