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Ai Participant Insight DMO

The AiParticipantInsight entity is a derived knowledge object designed to capture distilled, confidence-scored insights extracted from interactions. For e.g. between an agent (e.g. Ai Agent) and a participant (Such as a User or IndividualId). This object serves as a centralized repository for various learning outputs, categorized by Type—including Summary, Insight, Memory, or Preference. During a conversation, a versioned system prompt (eventually customizable by customers) triggers the LLM to generate a LearningPayload. This payload includes structured summarizations and specific Learning Domains (e.g., Commerce, HR, Finance, Travel). For high-performance retrieval and analysis, records are organized using the Grouping Attribute, which supports filtering by SessionId, ConversationId, OwnerId, or an array of identifiers. This structure ensures a persistent, actionable record of user behavior and intent, enabling real-time personalization and long-term memory for AI agents.

Object Properties

Object API Name: AiParticipantInsight_std__dlm
Category: Unassigned
Availability: Available in 260 and later versions
Primary Key Field: Id

Relationships

  • IndividualId has a FOREIGNKEY relationship with the Individual DMO Id field.
  • UserId has a FOREIGNKEY relationship with the User DMO Id field.
  • ConversationId has a FOREIGNKEY relationship with the Conversation DMO Id field.

Fields

AdditionalAttributesTxt

  • Field API Name: AdditionalAttributesTxt__c
  • Data Type: TEXT
  • Description: Free-form JSON key-value pairs describing additional attributes of this learning. Used for filtering and search beyond the core schema fields.

AgentIdentifier

  • Field API Name: AgentIdentifier__c
  • Data Type: TEXT
  • Description: Identifier of the agent that is part of the conversation from which this insight was extracted.

cdp_sys_record_currency

  • Field API Name: cdp_sys_record_currency__c
  • Data Type: TEXT
  • Description: System-generated metadata field that stores a 3-letter ISO currency code.

ConfidenceLvlTxt

  • Field API Name: ConfidenceLvlTxt__c
  • Data Type: TEXT
  • Description: LLM-assigned confidence score that represents the reliability or quality of this insight.

ConversationId

  • Field API Name: ConversationId__c
  • Data Type: TEXT
  • Description: If the insight is generated from a single conversation, the Identifier of the conversation from which this insight was derived.

CreatedDate

  • Field API Name: CreatedDate__c
  • Data Type: DATETIME
  • Description: Timestamp when the system created this insight record.

DataSourceId

  • Field API Name: DataSourceId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

DataSourceObjectId

  • Field API Name: DataSourceObjectId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

GroupIdentifier

  • Field API Name: GroupIdentifier__c
  • Data Type: TEXT
  • Description: Identifier of the group that includes multiple related and incremental insight records.

Id

  • Field API Name: Id__c
  • Data Type: TEXT
  • Description: Primary Key.

IndividualId

  • Field API Name: IndividualId__c
  • Data Type: TEXT
  • Description: Identifier of the individual (person entity) to whom this insight applies, if applicable. Used when the insight is associated with a real-world individual rather than an authenticated user.

InsightPayloadTxt

  • Field API Name: InsightPayloadTxt__c
  • Data Type: TEXT
  • Description: Insight content derived from the conversation(s).

InsightScopeType

  • Field API Name: InsightScopeType__c
  • Data Type: TEXT
  • Description: Aggregation scope for insights. Examples: grouping by sessionId or owner id or conversation Id.

InsightType

  • Field API Name: InsightType__c
  • Data Type: TEXT
  • Description: Insight classification. Examples: preference, summary, insight, memory.

InternalOrganizationId

  • Field API Name: InternalOrganizationId__c
  • Data Type: TEXT
  • Description: A unique, system-generated identifier for this record.

KQ_ConversationId

  • Field API Name: KQ_ConversationId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for ConversationId

KQ_Id

  • Field API Name: KQ_Id__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for Id

KQ_IndividualId

  • Field API Name: KQ_IndividualId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for IndividualId

KQ_UserId

  • Field API Name: KQ_UserId__c
  • Data Type: TEXT
  • Description: Key Qualifier system field for UserId

ParticipantId

  • Field API Name: ParticipantId__c
  • Data Type: TEXT
  • Description: Polymorphic reference to participant type. Examples: User, Individual.

ParticipantObject

  • Field API Name: ParticipantObject__c
  • Data Type: TEXT
  • Description: Name of the object to which ParticipantId refers.

ReferenceTxt

  • Field API Name: ReferenceTxt__c
  • Data Type: TEXT
  • Description: Structured references to source artifacts from which this insight was derived. Examples: conversation entry Id, Session Id. Supports auditability and explainability.

Status

  • Field API Name: Status__c
  • Data Type: TEXT
  • Description: Indicates whether this learning is active or inactive. Values: active, inactive, or null. Default is active when a new record is created. inactive is set when a record is superseded by batch compaction or user update. Null means not applicable. Used to filter active memories in search.

UserId

  • Field API Name: UserId__c
  • Data Type: TEXT
  • Description: Identifier odescriptionf the user account associated with this insight, if applicable. Used when insights are scoped to a platform user.

ValidToTimestamp

  • Field API Name: ValidToTimestamp__c
  • Data Type: DATETIME
  • Description: Timestamp after which this insight is considered stale or invalid.