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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/llms.txt

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Custom AI Fields are fields that populate themselves. You define what information you want to track, and Octolane extracts it from your emails, meetings, website data, and connected tools.

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How it works

  1. Create a field - give it a name and tell Octolane what to look for (in plain English)
  2. Octolane scans your data - it reads emails, meeting transcripts, website activity, and enrichment data to find the answer
  3. The field fills in - the value appears on the relevant record and stays updated as new data comes in

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Examples

  • Budget range - “What budget or price range has the prospect mentioned?” → Octolane scans email threads and meeting transcripts for pricing discussions
  • ICP tier - “Is this company a Tier 1, 2, or 3 fit based on our criteria?” → Octolane evaluates company size, industry, and engagement signals
  • Buying timeline - “When does this prospect want to make a decision?” → Octolane looks for timeline mentions in conversations
  • Decision maker - “Who is the final decision maker?” → Octolane identifies key stakeholders from email and meeting participants
  • Competitor mentioned - “Has the prospect mentioned any competitors?” → Octolane flags competitive mentions in threads

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Creating a Custom AI Field

Go to Settings → Data Model → Add Field → AI Field. Describe what you want the field to capture in plain English. Choose which object it belongs to (deal, contact, or company) and Octolane starts filling it in across your records.