In this article, you’ll learn what Smart Fields are, how they make your AI Agent smarter, and how to use them optimally within Watermelon.
What Are Smart Fields?
Smart Fields make it possible to automatically capture, store, and reuse customer data during conversations with your AI Agent. This results in faster, more personalized, and more efficient customer interactions.
Your AI Agent can collect both standard data—such as name and phone number—and custom data you define yourself, such as customer IDs or order numbers.
What Can You Do with Smart Fields?
Automatic Filling of Standard Fields
The AI Agent automatically recognizes and fills in commonly used data such as:
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First name
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Last name
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Email address
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Phone number
These standard fields are already activated and ready to use.
Creating and Managing Smart Fields
You decide which additional data is important for your organization. Examples include:
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Order number
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Customer ID
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Subscription number
When creating a field, you provide context and an example so the AI knows what type of information belongs in the field.
Reusable Data in Conversations
Once information is filled in, it is actively used within the conversation’s context. This means a customer never has to provide the same information twice, allowing your AI Agent to respond faster and more personally.
API Integration for Data Input
Connect Smart Fields with your existing systems such as a CRM, webshop, or ticketing system. Through the API, data can be automatically retrieved or stored.
Example: The AI Agent recognizes an email address, triggers a webhook, and then automatically fills in the customer ID and order number via the API.
Automatic Enrichment of Customer Profiles
All data entered via Smart Fields is automatically linked to the customer profile. This way, your AI Agent always has the right context for every conversation.
Consistent Data in Every Interaction
The AI Agent remembers previously filled-in information and reuses it in new conversations. This avoids repetition and speeds up the process.
Viewing Standard Fields
Go to:
Settings → Fields → Standard Fields
Note: These fields cannot be changed or deleted.
Creating Smart Fields
Go to:
Settings → Fields → Smart Fields → Create New Field
When creating a field, you specify:
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The name of the field
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Context for the AI Agent (e.g., “This is a customer ID. A customer ID looks like this: CL123456.”)
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An example
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The input type (text, number, etc.)
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Whether the field should be unique
This context helps the AI correctly recognize and fill in the field.
Enabling Automatic Usage
Go to:
Settings → Fields → Automatic Fields → On/Off
When enabled, your AI Agent automatically reuses all stored Smart Fields in the context of conversations.
Frequently Asked Questions About Smart Fields
What are Smart Fields?
Smart Fields allow the AI Agent to automatically recognize, store, and reuse customer data during conversations. This includes standard fields such as name, email address, and phone number, as well as custom fields like order number or customer ID.
How do Smart Fields work?
When adding a Smart Field, you provide context and an example so the AI knows what type of data belongs in the field.
Example: “This field is an order number. An order number looks like this: ORD123456.”
Can Smart Fields integrate with my existing systems?
Yes. Smart Fields can automatically be enriched via an API connection. This allows data from your CRM, webshop, or ticketing system to be made available to the AI Agent.
Do I need to configure anything?
Standard fields are immediately available. For Smart Fields, you need to create them and provide context. For API enrichment, you must configure a one-time connection.
Does this change existing customer profiles?
No. All existing profiles remain the same. Smart Fields only improve how data is collected and used.
Can I edit or delete fields later?
Yes. You can manage Smart Fields yourself through the settings panel. Standard fields cannot be modified or deleted.
Who has access to the data in Smart Fields?
The same access rights apply as for existing user roles. Only users with admin rights can access this data.