How can I configure my AI agent settings and lead extraction?

The AI Agent Settings (Developer Settings) section lets you control how your AI agent handles lead data extraction and manage important configuration options, including enabling custom data capture and managing critical actions like deleting an agent.

Lead Extraction

This section controls how data is captured from conversations.

Enable AI Extraction

Toggle Enable AI extraction ON to allow the AI to extract custom data points from conversations.
This is required for Custom Lead Fields to work.

📌 Notes:

Standard lead fields (like name, email, phone) remain active by default.
Turning this OFF disables custom data extraction.

Custom Lead Fields

This connects directly to the Custom Leads section.

Click Manage Custom Leads to:
- Add new custom fields
- Define what data should be extracted
- Customize your lead profiles

Danger Zone

This is a critical section.

Delete AI Agent

Permanently deletes the AI agent and associated data

⚠️ This action removes:

Development version
Production version
Webhook configurations
Version history

📌 Important:

This action cannot be undone

When to Use This Section

Use AI Agent Settings when you want to:

Enable or disable lead data extraction
Configure how conversation data is structured
Manage custom lead fields
Remove an AI agent permanently

Best Practices

Keep AI extraction enabled if you rely on structured lead data
Regularly review custom fields to ensure relevance
Avoid deleting agents unless absolutely necessary
Export or back up important data before deletion

Summary

AI Agent Settings gives you control over how your AI captures and manages data, while also providing access to critical configuration and deletion options.