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How to Make Your AI Agent Collect Lead Information Using Project Memory Fields

This article explains how to use the Project Memory Fields feature in Brightcall to automatically collect key information from leads. This helps ensure accurate data collection, better client management, and smoother communication.

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Step-by-Step: Setting Up Language Preferences

1. Open Your Brightcall Dashboard

  • Log in to your Brightcall account.

  • Navigate to the Dialer & AI Agent section.

  • Click on Projects.

  • Select the project where you want to configure the AI Agent's language(s).

2. Navigate to the Project Settings

  • In the selected project, go to Project Settings → Behavior.

  • Scroll down to the section titled Show Memory Fields.

3. Add a New Memory Field

  • Click on "Add field".

  • Fill in the Name and Definition of the field.

  • The Definition should be clear and include the possible answers the lead is expected to provide.

  • Once done, click Save.

4. Scroll down and click "Save" button.

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