Save Info

SAVE_INFO stores useful contact information for reuse in the current conversation or future conversations. Examples include name, company, product of interest, city, and preferences.

Do not use this function to store passwords, tokens, card numbers, banking information, or other sensitive data.

How it works

Received fields are saved in Contacts.custom_infos. Storage is cumulative: new fields are added, existing fields are updated, and all other fields remain unchanged. Values can be used in instructions through variables:

{{ $contact.nome }}
{{ $contact.empresa }}

Information is only included in the prompt when its corresponding variable is used. The function must be available in the agent tools or declared as a SAVE_INFO configuration.

Configuration

{
  "function_type": "SAVE_INFO",
  "tool": {
    "description": "Stores useful information provided by the contact",
    "fields": [
      {
        "name": "nome",
        "type": "string",
        "description": "Contact name"
      },
      {
        "name": "empresa",
        "type": "string",
        "description": "Company where the contact works"
      }
    ]
  }
}

Field	Description
`name`	Name of the stored information
`type`	`string`, `number`, `integer`, `boolean`, or `enum`
`description`	Guidance for the AI about the field content
`required`	Whether the field is required
`values`	Allowed values when the type is `enum`

If fields is omitted, the optional name and identifier fields are used.

Tool payload

The payload should contain only declared fields:

{
  "nome": "Felipe",
  "empresa": "Acme"
}

Undeclared fields are ignored. Numbers and booleans accepted by the schema are converted to text before storage.

Rules and limits

Up to 20 fields declared in the configuration.
Up to 50 accumulated keys in custom_infos.
Up to 1,000 characters per value.
Maximum payload size of approximately 10 KB.
Maximum total custom_infos size of approximately 50 KB.
Field names may contain letters, numbers, and _.
Reserved fields such as password, token, api_key, and secret are not accepted.
Leading and trailing whitespace and control characters are removed from values.

These validations do not automatically identify every kind of sensitive data. The person configuring the function must select appropriate fields and instruct the AI not to collect confidential information.

Responses

Successful response:

{
  "success": true,
  "saved_fields": ["nome", "empresa"],
  "total_fields": 2
}

Response for invalid fields:

{
  "success": false,
  "errors": [
    {
      "field": "empresa",
      "message": "Value must be a string"
    }
  ]
}

General errors are returned in error:

{
  "success": false,
  "error": "Invalid JSON in parameters"
}

Getting Started

Advanced Features

Save Info

Save Info

How it works

Configuration

Tool payload

Rules and limits

Responses

​Save Info

​How it works

​Configuration

​Tool payload

​Rules and limits

​Responses

Save Info

How it works

Configuration

Tool payload

Rules and limits

Responses