AI attributes
Video coming soon
AI attributes
Let Winston fill in fields from conversations — budget, party size, decision date — automatically.
What you will learn
What an AI attribute is
A field with instructions instead of manual entry: you describe what to extract, and Winston reads the record's conversations to fill it in.
Writing instructions that work
Phrasing the prompt so Winston finds the right answer — with real examples like budget, group size, and preferred dates.
Checking and correcting values
Every AI-filled value can be traced back to the conversation it came from, and anything Winston got wrong can be corrected in place.