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Agent Awareness

Understand what information your AI agent has access to and learn how to leverage it for more personalized, effective customer interactions.

Knowledge is Power

To effectively utilize your AI agent, it's important to understand what information it is inherently aware of. This knowledge allows you to craft more precise instructions and create natural, informative interactions with your customers.

Your AI agent has access to certain pieces of information by default, which you can leverage in your instructions and conversations to provide personalized, context-aware service.

Available Information

Explore what your agent knows during conversations

Information Available to Your Agent

Current Language

English

The language being used in the conversation

Example: "You are currently speaking with us in English."

Business Name

[Your Business Name]

Your configured business or team name

Example: "Thank you for calling Acme Corporation."

Current Date

6/27/2025

Today's date at the time of interaction

Example: "Today's date is 6/27/2025."

Current Time

02:21 AM

The current time at the moment of interaction

Example: "It's currently 02:21 AM."

Real-World Applications

See how to use available information in practice

Practical Use Cases

Instruction:

If someone asks if we're open, check the current time against our business hours (9 AM to 5 PM) and respond accordingly.

Agent Responses:

During business hours:

"Yes, we're currently open and available to assist you."

Outside business hours:

"Our business hours are from 9 AM to 5 PM. Please leave a message, and we'll get back to you as soon as possible."

Using Information in API Calls

Incorporate known variables into your API integrations to personalize and streamline processes.

Example: Customer Lookup via Webhook

Webhook Configuration:

URL: https://api.yourbusiness.com/getCustomer
Method: POST
Headers: {
  "Content-Type": "application/json",
  "Authorization": "Bearer your_api_token"
}
Body: {
  "phone_number": "$caller_phone"
}

Agent: "Let me look up your account using your phone number... I see you have 3 recent orders with us."

Pro Tip: Use variables like $caller_phone,$caller_name, and $current_time in your webhook configurations for dynamic API calls.

Self-Awareness Configuration

Define your agent's identity and capabilities to ensure clear, accurate communication with customers.

Identity

Who your agent represents and its role

"I am the customer service agent for ABC Company"

Purpose & Role

What your agent does and its responsibilities

"I help customers with product inquiries and support"

Capabilities

What actions your agent can perform

"I can schedule appointments and send follow-ups"

Pro Tip: Clear self-awareness helps your agent provide accurate information about its capabilities and limitations.

Learn more about writing agent instructions →

Operational Awareness

Configure operational parameters to ensure your agent works within your business framework.

Business Hours

Define when your business is open

"We're open Mon-Fri 9AM-5PM PST"

Security & Privacy

Set boundaries on information sharing

"Never share payment details"

Available Tools

List tools your agent can use

"Can send SMS, emails, and update CRM"

Important: Operational awareness ensures your agent works within defined boundaries and uses tools appropriately.

Configure available tools →

Best Practices

Verify Caller ID Accuracy

Caller ID information may not always be accurate or available. Always have a fallback plan.

💡 If caller ID is missing, politely ask: "May I have your name, please?"

Privacy Compliance

Ensure that using personal information adheres to privacy laws and regulations. Never share or misuse personal data.

💡 Only use caller information for legitimate business purposes and with proper consent.

Time Zone Awareness

Your callers may be in different time zones, specify the time zone when providing time-related information.

💡 Example: "It's currently 3:00 PM Pacific Time."

Consistent Branding

Use the exact business name as configured to maintain professionalism and brand consistency.

💡 Set your business name correctly in agent configuration and use it consistently in greetings.

Quick Reference: Available Variables

General Information

  • $current_language - Active language
  • $business_name - Your business name
  • $current_date - Today's date
  • $current_time - Current time

Phone-Specific

  • $caller_name - Caller ID name
  • $caller_phone - Caller's number
  • * Phone-specific variables only available during voice calls

Ready to Create Smarter Interactions?

Now that you understand what information your AI agent has access to, you can create more personalized and effective customer interactions.

Configure InstructionsExplore Tools
← Back to Quick StartCustomer Service Guide →

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