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Field and activity descriptions

Overview

Field and activity descriptions help train Ortto AI to provide smarter assistance throughout the app while also giving users context to understand their purpose. This article explains how to add descriptions to fields and activities.

TIP: Ensure the descriptions are accurate and relevant to the fields/activities, as this will help make Ortto AI smarter and more reliable across the app.

Adding descriptions to fields

To add descriptions to fields, follow these steps:

  1. Navigate to Settings > Customer Data > Fields.
  2. Select the field you want to add a description for.
  3. Enter the description in the Description field.
  4. Click Save.
Example of a field description.

NOTE: Descriptions can't be added to system fields, as they are automatically populated on the backend. You can only add descriptions to custom fields and data source fields.

Adding description to activities

To add descriptions to activities, follow these steps:

  1. Navigate to CDP > Activities.
  2. Select the activity you want to add a description for.
  3. Click the pencil icon in the Description section.
  4. Enter the description and click Save.
Example of adding an activity description. (Click on the GIF to maximize it).

NOTE: Descriptions can't be added to system or data source activities, as they are automatically populated on the backend. Descriptions can only be added to custom activities.