Pass Contextual Data from AI for Service to Agent Platform

Share contextual variables—such as channel information and user preferences—from AI for Service to the Platform. This allows AI agents to reason with richer context, enabling more personalized conversations and seamless transitions between platforms.

AI for Service Automation Node → Metadata key-value pairs → sessionMeta memory → Agent prompts / Code tools

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Step 1: Pass Variables from AI for Service

1. In AI for Service, open the relevant Experience Flow and navigate to the Automation Node.
2. Go to Full Autonomy Settings.
3. Under Metadata, add the variables to pass to the Platform as key-value pairs. Both static values and dynamic context variables are supported.

Example — Pass the user’s name for personalized conversations:

key: name
value: context.userInfo.name

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Step 2: Access Metadata in Agent Platform

Metadata passed from AI for Service is automatically stored in sessionMeta. Access it in agent and supervisor prompts using:

{{memory.sessionMeta.metadata.<key>}}

For access within code tools, see Accessing Memory Stores from Code Tools.

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