Bot Parameters

The Bot Parameters tab of Campaign Input defines what data from the input file is sent to the bot and how cases are organized.

General parameters

Case configuration: grouping, name, code, and product parameters.

The file’s column that uniquely identifies each contact in the campaign.

Type the exact column name as it appears in your file (e.g. DNI, legajo, id_cliente).
This column can’t have empty or repeated values, except when one of the grouping options described below is enabled.
With the Actions button you can apply transformations to this column’s values before processing them.

Enable this if your file has several rows for the same contact and you need to consolidate them into a single case.

Option	When to enable it
By product	The same contact appears in several rows with different products. E.g.: `customer A — mortgage` / `customer A — personal loan`
By phone	The same contact appears in several rows with different phone numbers

You can enable both options at the same time.

Configure which columns in your file contain the contact’s first and last name and how they’re organized.

Format: defines how the name comes in the file.

Option	Description
Separate columns	First and last name in different columns
Single column: last name first	The first word is taken as last name, the rest as first name
Single column: first name first	The first words are taken as first name, the last one as last name
Single column: everything as last name	Everything in this column is taken as last name. First name stays empty

Once you’ve chosen the format, fill in First name column and Last name column with the exact names of the columns in your file.

Map the debt and product parameters to the corresponding columns in your file. Only enable the ones your campaign uses.

Parameter	Type	Description
Amount owed	`int` or `float`	The contact’s debt amount
Debt code	`str`	Specific identifier for the debt
Product	`str`	Product name or identifier
Subproduct	`str`	Optional subdivision of the product
Debt due date	`date`	Due date. Supported formats: `DD/MM/YYYY`, `YYYY-MM-DD`, `DD-MM-YYYY`, `YYYY/MM/DD`

With the Actions button on each parameter you can apply additional transformations or filters to the values before sending them to the bot.

Extra fields from the file that the bot can receive as custom parameters. Optional.

For each additional field you configure:

Field	Description
Parameter name	Internal name the bot will use to refer to this data
File column	Exact name of the column in your input file
Created column	(Optional) If the value is generated from a transformation and doesn’t come directly from the file
Type	Data type: `str`, `int`, `float`, or `date`

With Actions you can apply transformations to the value of each additional field. Use + Add parameter to add new fields.