Choosing fields
On the AI tab's Setup step, the "Lead data the AI may use" chips control exactly which fields are included in the prompt — for example first name, company, job title, location, website and your custom fields.
What this means
- Fields you do not select are not sent.
- Better inputs produce better output. Company and website are the two fields that most improve a cold opener.
- A lead missing every selected field will usually fail to personalize and fall back.
Important notes
Data is sent to the AI provider you connected, under your account and their terms. If a field is sensitive, do not select it.
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