Jason DueckApr 20, 2026
Leveraging Custom Fields for Smarter Prompting ðŸ§
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Leveraging Custom Fields for Smarter Prompting ðŸ§
Jason Dueck
Learn how to leverage custom fields and values to give your AI assistant context about your contacts. This tutorial covers practical use cases and step-by-step instructions for integrating CRM data into your AI prompting.
Leveraging Custom Fields for Smarter Prompting ðŸ§
Jason Dueck
Learn how to leverage custom fields and values to give your AI assistant context about your contacts. This tutorial covers practical use cases and step-by-step instructions for integrating CRM data into your AI prompting.
Chapters
00:00
Introduction to Custom Fields
An overview of using custom fields and values to enhance AI prompting capabilities.
00:43
Cross-Channel Context
01:10
Enhancing Assistant Awareness
01:47
Dynamic Prompting Strategies
02:40
Practical Lead Form Example
03:52
Implementation Guide
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