Calls’ Metadata

Adding or Modifying Metadata

Metadata refers to additional contextual information attached to a call (such as campaign name, CRM ID, or channel). Some metadata is automatically stored in the crm_metadata field in the database, but you can also define and manage custom metadata fields for specific actions.

To manage metadata for a specific action:

• Go to the Actions page

• Select the scorecard you want to configure by clicking the eye icon

• Open the Metadata tab

There, you can:

• ➕ Add a new metadata by clicking the plus icon (+)

• ✏️ Edit existing metadata by clicking directly on the metadata line

For each metadata field, you can define:

• Name: The internal name of the metadata, displayed in the scorecard’s metadata setting tab.

• Label: The display name shown in the Call Page.

• Group: The section of the Call Page where this metadata will appear.

• Default value: The fallback value used if the metadata is missing or empty in the call data.

Tip: If you want the question to be asked ,that is included in the prompt sent to the AI , even when the metadata is present but its value is empty (i.e. the field is defined for the call but has no value), then set the default value to a single space (`` ``).

This ensures that the metadata placeholder will be replaced by an empty string, and the question will not be skipped during analysis.

Why Metadata Matters in Questions

Some data needed for a question (like a campaign name or product type) varies from one call to another. Instead of creating multiple versions of the same question, you can insert metadata dynamically using the $ symbol in the question text.

Example: What arguments were given for campaign $CAMPAIGN_NAME