Maximize Audience Insights with Custom Fields

A one-size-fits-all contact list doesn’t always work. By leveraging custom fields in Awaz.ai, you can store additional contact details that help segment, personalize, and refine AI agent interactions.

Custom fields allow you to:

✔ Categorize contacts based on relevant attributes.
✔ Personalize conversations by storing key customer insights.
✔ Improve AI agent efficiency with more targeted outreach.

This guide walks you through how to set up, manage, and utilize custom fields for enhanced audience segmentation.

Step 1: Access the Custom Fields Section in Settings

Custom fields can be created and managed within Settings > Custom Fields:

Log into Awaz.ai and navigate to the Settings menu on the left side of the dashboard.
Click “Custom Fields” on the settings tab.
Review existing fields or create new ones to match your campaign needs.

💡 Tip: Custom fields help AI agents pull relevant information to make conversations more personalized and contextual.

📌 Need help bulk importing contacts? Check out our Importing a CSV File into Your Contact List Guide.

Create & Assign Custom Fields to Contacts

Once inside the Custom Fields section, you can define attributes that help segment and categorize contacts.

🔹 Examples of Custom Fields You Can Add

✔ Company Name – Ideal for B2B outreach.
✔ Location/Region – Helps personalize messages based on geography.
✔ Preferred Contact Method – Phone, email, or SMS.
✔ Subscription Status – Active, expired, or trial.
✔ Purchase History – Previous transactions or service usage.
✔ Lead Source – Where the contact came from (webinar, social media, referral).

🔹 How to Assign Custom Fields to Contacts

When adding a contact manually, fill in the custom field values in the designated section.
If importing via CSV, ensure your file includes matching column headers for the custom fields.
The AI agent will now be able to reference these details in conversations and automated workflows.

💡 Tip: Using detailed custom fields helps AI agents provide more relevant recommendations to customers.

📌 Want to automate messaging based on customer preferences? Read our Integrating Agent Settings with Custom Scripts Guide.

Use Segmentation to Improve AI Agent Targeting

Custom fields allow you to filter and segment contacts for more precise AI-driven interactions.

🔹 Benefits of Using Custom Fields for Segmentation

✅ Run targeted campaigns – Send promotions only to certain customer groups (e.g., VIP customers).

✅ Improve outbound AI agent calls – Adjust scripts based on past customer interactions.

✅ Personalize AI responses – AI agents can reference stored information to make interactions feel more human-like.

💡 Tip: The more relevant data you store, the better your AI agents can personalize conversations and boost engagement.

Test & Analyze Audience Response with Personalized Outreach

Once custom fields are set up and used for segmentation, analyze how they impact AI agent performance.

🔹 How to Test & Optimize Custom Fields Usage

Review recorded AI interactions to see if agents are using custom data effectively.
Monitor engagement rates for targeted vs. non-targeted audiences.
Adjust custom fields based on performance insights.

💡 Tip: AI agents perform best when they have the right context about the customer—use custom fields strategically for maximum impact.

📌 Want to extract contact list data for analysis? Check out our Exporting Contact Lists Guide.