Custom Datasets

Extract specific variables from call transcripts using custom AI extraction prompts and map them directly to CRM fields.

Creating an Extraction Field

1. Navigate to Settings > Custom Datasets.
2. Click Add Custom Field.
3. Configure field parameters:
   • Field Name: Display label (e.g., "Target Close Date", "Property Address").
   • Field Key: Internal database identifier (e.g., target_close_date).
   • Data Type: Text, Number, Date, Boolean, or Currency.
   • AI Extraction Prompt: Explicit instructions describing how to find and format the data point in the transcript.
   • CRM Target Mapping: Select the matching field in your connected CRM. For HubSpot, map to contact.{internalName} or deal.{internalName} (for example contact.firstname). Create the HubSpot property first. See HubSpot.
4. Click Save Field.

Custom Summary Instructions

Add organization-level instructions to customize the structure of AI summaries generated for every call.