> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inceptia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Bot Parameters

> Case configuration: contact identification, grouping, name, product, and additional fields.

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.

### Case ID

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

<img src="https://mintcdn.com/inceptia/s3peX8NLdE8PxYYV/images/parser/params-id-agrupacion/01-id-agrupacion.png?fit=max&auto=format&n=s3peX8NLdE8PxYYV&q=85&s=b140ff2175b2a68f379eeb989a2fbc69" alt="Case ID and record grouping" width="855" height="825" data-path="images/parser/params-id-agrupacion/01-id-agrupacion.png" />

* 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.

### Record grouping

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.

***

### First and last name handling

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

<img src="https://mintcdn.com/inceptia/s3peX8NLdE8PxYYV/images/parser/params-nombre-apellido/01-nombre-apellido.png?fit=max&auto=format&n=s3peX8NLdE8PxYYV&q=85&s=3c5537d2f2d83aedcd72f7899dea3d19" alt="First and last name configuration" width="855" height="825" data-path="images/parser/params-nombre-apellido/01-nombre-apellido.png" />

**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.

***

### Product and debt

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

<img src="https://mintcdn.com/inceptia/s3peX8NLdE8PxYYV/images/parser/params-producto-deuda/01-producto-deuda.png?fit=max&auto=format&n=s3peX8NLdE8PxYYV&q=85&s=b3ade0c96df2f1da3ec92c0edaa600d3" alt="Product and debt parameters" width="855" height="825" data-path="images/parser/params-producto-deuda/01-producto-deuda.png" />

| 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.

***

## Additional fields

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

<img src="https://mintcdn.com/inceptia/s3peX8NLdE8PxYYV/images/parser/params-adicionales/01-adicionales.png?fit=max&auto=format&n=s3peX8NLdE8PxYYV&q=85&s=b3997e84ceaa312ffc218a55edbac4b7" alt="Additional parameters" width="855" height="825" data-path="images/parser/params-adicionales/01-adicionales.png" />

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.
