---
title: "Key Facts"
url: "https://help.magicblocks.ai/en/article/key-facts"
language: "en"
last_updated: "2026-03-18T06:03:36.131Z"
---

# Key Facts

![](https://cdn-assets.productfruits.com/23162231-a0ff-4396-9af8-e1a1dd1d1a9f)

Key Facts are the **essential pieces of information your AI Agent collects** during a conversation, the data it uses to personalize responses, qualify contacts, and hand off warm conversations to your team.

Think of them as your Agent’s *memory chips,* they make your conversations smart, contextual, and human.

> 💡 You can **manually add Key Facts** or let them **auto-generate** when you create an Agent using our **Quick Agent Setup.**

## **What Key Facts Do**

Key Facts transform your Agent from *a responder* into *a relationship builder.*

They help your Agent:

-   Personalize responses (“Hey Sarah, welcome back!”)
-   Qualify contacts automatically (budget, goals, company size)
-   Route conversations to the right team or workflow
-   Store context for future conversations and integrations

## **Two Ways Key Facts Are Collected**

Your Agent can collect Key Facts in **two ways** during a conversation:

**By Asking Questions**  
The Agent proactively asks the user for details (e.g., “What’s your budget range?”).

Great for essential qualification questions

Keeps conversations structured and clear

**By Observing Information**  
The Agent intelligently *listens* for relevant facts shared naturally in conversation.

> *Example: If a user says, “I’m looking for a loan around $500k,”*  
> *the Agent automatically captures that as the Loan Amount Key Fact.*

This creates a more natural, less robotic interaction.

## **Two Levels of Key Facts**

### **1\. Global Key Facts**

Available across every Journey block. Ideal for universal data like:

-   Name
-   Email
-   Company
-   Phone number
-   Location

> *Found under:* **Agents → Key Facts**

### **2\. Journey-Level Key Facts**

Stored within a specific block. Perfect for context-based information like:

-   Budget
-   Intent
-   Goal
-   Product interest
-   Timeframe

> *Found under:* **Agents → Journey → Block → Actions / Conditions**

## **Examples by Use Case**

| Industry | Example Key Facts | Why It Matters |
| --- | --- | --- |
| **Digital Marketing Agency** | Name, Ad Budget, Main Challenge | Personalizes pitch & qualifies contacts |
| **Mortgage Broker** | Loan Amount, Property Type, Timeline | Segments hot vs. early contacts |
| **Coach / Consultant** | Goal, Desired Outcome, Budget | Tailors recommendations |
| **E-Commerce Brand** | Product Interest, Price Range | Triggers targeted offers |

## **Conditional Key Facts**

Key Facts don’t just collect data — they **drive logic** in your Agent’s conversation flow.

Once collected, you can **use a Key Fact as a condition** to trigger a specific action, message, or outcome. This makes your AI Agent smarter and more personalized in real time.

### **Example**

If the Key Fact `Wants a Consultation` equals **“yes”**, you can:

-   Automatically **route the conversation** to a human sales rep
-   **Send a booking link** for a consultation
-   **Trigger an email or** CRM integration

This way, your AI can instantly respond to user intent, without needing to ask repetitive questions or rely on manual follow-up.

> *Example view:*  
> In this setup, the AI triggers the block **“Action - Collect Info”** only when the Key Fact condition equals **“yes.”**

## **Best Practices**

-   Combine **asking** and **observing** to keep conversations human yet informative
-   Keep your Key Fact names human-readable (e.g., *Loan Amount* not *LoanAmt*)
-   Use plain language when writing instructions for the AI — think conversational, not technical
-   Only collect what’s necessary, too many questions kill the vibe
-   Reuse Global Key Facts to save effort across Agents

## **Next Step**

Setting up [Key Facts](https://help.magicblocks.ai/en/article/key-facts-information-to-gather)