Set up key facts collection

Key Facts are essential data points that MagicBlocks' AI Agents gather during interactions to create more personalized and effective user experiences.

🔍 What Are Key Facts?

Key Facts are pieces of information collected during a conversation that are stored in session data. They allow the AI to:

Learn More About Users: The collected data is stored in session history or lead profiles.

Personalize the Chat Experience: The AI can use Key Facts to perform tasks, switch conversation blocks, or display tailored messages.

💡 Pro Tip: Start With Your Forms

The fastest way to identify the Key Facts you need? Look at your website forms.

Whether it's a:

Contact form

Event booking form

Demo request form

… every input field can become a Key Fact!

🎯 Examples of Key Facts to Collect

Here are some practical examples of Key Facts you might want to gather during AI interactions in MagicBlocks. These examples cover various scenarios to help you customize the AI's behavior for different purposes:

Personal Information:

Name

Email address

Phone number

Location (city, state, country)

Preferences:

Communication preferences (e.g., email, SMS, phone)

Interests and hobbies (e.g., favorite activities or pastimes)

Favorite food or drinks

Relevant Dates or Times:

Important dates (e.g., birthdays, anniversaries)

Preferred meeting or delivery times

Order and Purchase Details:

Order number or reference

Purchase history (e.g., past orders, products bought)

Product or Service Information:

Desired product features or specifications

Type of service needed (e.g., support, consultation)

Budget Information:

Estimated budget for a product or service

Willingness to spend on premium options

🛠️ Setting Up Key Facts in MagicBlocks

There are two levels of Key Facts in MagicBlocks: Global and Journey Blocks-Level. Each serves a different purpose, enabling the AI to collect information either universally or within specific conversation stages.

🌐 Global Key Facts

Global Key Facts apply across all conversation blocks. They are used to gather universally relevant information, such as names or email addresses, regardless of the conversation's current stage.

How to Set Up Global Key Facts:

1. Go to “Agents”

On your MagicBlocks dashboard, click the “Agents” tab from the left-hand menu. This opens your library of AI Agents.

2. Select Your Agent

Click on the name of the AI Agent you want to enrich with Key Facts.

3. Open “Key Facts” Under General

Inside the General menu, click on “Key Facts.” This is where you’ll manage all key data points the agent can collect during a conversation.

4. Click “New Key Fact”

Tap the button to start creating a new Key Fact.

You’ll now be given two options:

• Choose from template
• Create custom key fact

5. Choose Your Method

You can use a pre-built template (recommended for speed) or create your own custom Key Fact if you have a unique data point to capture.

6. Start with a Template

Let’s use a template first. Click “Continue.”

7. Select a Category

You’ll now see categories like:

• Lead Qualification
• Education
• Health, and other industries

For example, choose “Lead Qualification” to access high-impact templates for sales.

8. Choose a Key Fact from the category

For example, click “Budget Range.”

This Key Fact lets the agent detect and store a user’s budget during conversations.

9. Click “Continue”

Review the default config for this Key Fact. No need to change anything unless you want to customize the detection rules.

10. Click “Add Fact”

Boom! Your first Key Fact is live and ready to capture data in conversations.

11. Add Another: Click “New” Again

Let’s now create a custom Key Fact to capture something specific to your business.

12. Choose “Create Custom Key Fact”

Instead of using a template, click “Create Custom Key Fact.”

13. Name Your Key Fact (Play Now)

For example, call it “User Intent.” You can choose the type of information to collect: Free form, Number, Options or True or False. The most common is free form.       

If you want the type to be Options, click Options in the selection.

Then add the option values of the key fact. Add each item either by pressing enter, tab or comma.

15. Click “Add Fact”

Your custom Key Fact is now active and ready to power your logic.

16. Click “Save”

Always remember to save your changes!

Your Key Facts are now live and your AI Agent will:

• Ask for this info naturally
• Store and reuse it later in the chat

🚀 What You Can Do Next

Trigger Conditional Actions: Use Key Facts in “Actions” to trigger Journey blocks switch, calendar links, route to human reps, or push to CRM when all facts are collected.

🧱 Journey-Level Key Facts

Journey-Level Key Facts are specific to individual Journey blocks, allowing you to customize the AI's data collection based on the Journey block's objectives. These Key Facts enable the AI to gather information relevant to the current conversation context.

How to Set Up Journey-Level Key Facts

🎯 Select the Journey block

Click into the Agents you're working on and open the Journey where you want to collect or use Key Facts.

Each Journey block controls a specific part of the conversation, like “Hook & Align” “Personalize, Pitch, & Action” or “Human Handover” making it a perfect place for localized data capture.

✍️ Add or Select Key Facts

Inside the Journey block:

Go to the Actions tab of your Journey block. Click “New Action”.

Set a condition:Choose “All Key Facts Found (This Block)”and toggle it ON or Key Fact [Name of Key Fact] equals [Specific Answer].

Add an action like “Switch Journey Blocks”, then select the next step (e.g., “Personalize, Pitch & Action" or “Human Handover”)

📌 This allows your AI Agent to automatically move forward once it collects all required facts.

🧠 When to Use Journey Blocks-Level Key Facts

Use them when:

• You want to capture info in one stage of the chat (e.g., Personalize).
• You need the AI to do specific Actions like switch blocks only after specific info is gathered.

With Journey Blocks Level Key Facts, your AI becomes smarter, more responsive, and better at guiding users through clean, efficient flows.