In this article you will learn how to modify the description of information fields, an essential action to ensure that customer data is correctly interpreted by both agents and 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 or preferences. Editing the description of these fields allows you to:
Provide clarity: It acts as a guide for agents to complete information correctly.
Optimize AI: The description functions as a prompt for the AI, which in the background verifies whether the necessary conditions are met to allow successful data saving.
🛠️ Step-by-step to edit a field's description
Enter the Settings module From the administration panel, access Settings > Conversations.
Click on "Information Fields" This will show you the complete list of available fields in your Atom account.
Find the field you want to edit Identify the field, press the 3-dot menu and select the Edit option (✏️).
Edit the "Description" field A form will open where you can modify the text. Make sure the description is clear, specific and useful for agents or automatic processes.
Save the changes Click "Save" to apply the modifications. The new description will be displayed immediately when editing data in that field.
📝 Additional notes
The description is visible when manually completing or editing a field and serves as a reference for automatic workflows or integrations.
This change does not alter the values already loaded in the field; it only modifies the visual reference or logical instruction that users and the system see.
💼 Practical example or use case
A field called "Additional Observations" had a blank description. To better guide agents, the description was edited and the following was added:
"Enter relevant details from the conversation or customer preferences that are not covered by other fields."
This allowed for more coherent use of the field and generated more useful data for future interactions.
📞 When to contact support?
We suggest contacting us if:
You cannot access the description editing.
The save button does not respond or changes are not reflected.
The field does not appear in the available editing list.
When contacting us, please include:
Name of the field you wish to edit.
Screenshots of the error.
Brief description of the problem.
Keep your database impeccable! 🚀
A good description in your information fields is the key to avoiding human errors and enhancing your artificial intelligence analysis. Take a few minutes to review your most important fields, give clear instructions to your agents, and ensure maximum information quality in every interaction. ✅