May 29, 2026
It's Friday, and that means new updates from Invent. This week we're shipping two updates: a foundation release for customer data, and a quality-of-life addition for any team running humans alongside AI.
We love hearing from business owners and agencies about how they keep scaling their businesses with Invent, and this week's updates help you do exactly that: own your customer data inside the assistant, and see exactly who on your team is handling what.
The Highlights
✦ Contact Properties: custom contact data, your way
Contact Properties are custom fields you define on every customer record in Invent, so the AI Assistant can ground every conversation in the customer details that matter to your business. Per property, you decide the access:
- Hidden: kept private and not shared with the Assistant.
- Visible: the Assistant can read it.
- AI-managed: the Assistant can view it and update it from conversations.
For each Contact Property, choose whether it stays Hidden, is Visible to the Assistant, or is AI Controlled so the Assistant can update it from conversations.
Common Contact Property ideas to get you started:
- Sales: Lead Score, Lead Source, Deal Size, Pipeline Stage, Decision Maker, Next Follow-Up.
- Support: Support Tier, VIP, At-Risk, Renewal Date, Preferred Channel, Time Zone.
- Marketing: Segment, Region, Newsletter Opt-In, Lifetime Value, Acquisition Source, Interests.
- Real Estate: Property Type, Budget Range, Move-In Date, Bedrooms, Pre-Approved, Neighborhood.
- Healthcare: Insurance Provider, Allergies, Last Appointment, Telehealth Eligible, Consent on File.
- Education: Grade Level, Mentor, Course Enrolled, Attendance, Parent Contact.
- Recruitment: Pipeline Stage, Years of Experience, Skills, Interview Date, Reference Check.
Add any property you need across text, dates, numbers, links, and structured types like checkboxes or multi-select.
Properties are built natively into Invent, which means the Assistant has access in every conversation with no setup or middleware. Free for all users, no tokens, no third-party apps, no add-ons. CRM property mapping is coming soon. In the meantime, manual setup is simple and flexible.
✦ Agent Inbox Filter: see what each human teammate is handling
Filter the inbox by human agent so managers can see exactly which conversations a teammate is handling, and teammates can focus on their own assigned work. Open the inbox, tap the filter icon, pick a human agent, and the inbox narrows to that person's conversations across every assistant and channel.
This is great for when you want to:
- See who is handling what across the team at a glance.
- Oversee performance without pinging anyone for status.
- Cover for someone out by jumping straight into their queue.
- Coach in context by pulling up a teammate's conversations for a 1:1.
Filter the inbox by human agent so you can see exactly which conversations each teammate is handling.
Why it matters
Custom contact data has always lived in CRMs and third-party tools, which means the Assistant had to be wired to those tools to use it. Contact Properties brings that data into Invent itself, so every conversation is grounded in the customer details that matter to your business. The Agent Inbox Filter gives managers and teammates a clean view of who is handling what, so workload coordination stops being a series of Slack pings. Together they give you a sharper grip on your customer data and on the team behind every conversation.
Contact Properties appear on every contact record, so the Assistant sees the same customer context your team does.
Weekend reading: the more your Assistant knows about each customer, the more it can answer like someone who has been with you for years. That is what personalization at scale looks like. Read How AI Personalizes Customer Experience: What Works and What is Hype, then pair it with How to Build a Knowledge Base for Your AI Support Agent for the full picture on grounding your Assistant in your data.
New to Invent? Build your first AI Assistant in minutes with our docs and step-by-step guides.
With love,
Invent Team
Conversational AI for Business Growth
