Custom Fields

Custom fields let you store extra information that is not included in the default contact or conversation fields.

They are managed on a single settings page, with two separate tabs.

Accessing Custom Fields

1. Go to Settings → Presets → Custom fields.
2. You’ll see two tabs:
   • Contact Fields – Extra data for individual contacts.
   • Conversation Fields – Extra data for conversations/sessions.

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Contact Fields Tab

Use Contact Fields to store attributes like customer type, city, plan, CRM ID, or any other contact‑level info.

Creating a Contact Custom Field

1. Open Settings → Presets → Custom fields → Contact Fields tab.
2. Click Create field.
3. In the drawer:
   • Name: Short, clear label (for example: “Plan Type”, “City”, “Customer Tier”).
   • Description: Explain what the field is for and how it should be used.
   • Type: Choose the data type:
     • Text, Number, Date, Boolean
     • Select / Multi‑select
     • URL, Email, Phone
   • Options (for Select / Multi‑select): Add one or more choices (for example: Basic, Pro, Enterprise).
   • Required (if shown): Choose whether this field must be filled when editing a contact.
   • AI Extraction: Turn on if you want AI to auto‑fill this field from conversation context where possible.
4. Click Create / Save to add the field.

The new field appears in the Contact Fields table and becomes available in places like the Contacts table and contact sidebars.

Updating a Contact Custom Field

1. Stay on the Contact Fields tab.
2. In the table, find the field you want to change.
3. Use the AI Extraction switch directly in the table to quickly enable/disable AI extraction.
4. Click Edit in the Actions column to:
   • Rename the field.
   • Update the description.
   • Adjust type/options (where allowed).
   • Change whether it is required or AI‑extractable.
5. Click Save / Submit to apply changes.

Updates apply everywhere that field is used; existing values are kept unless you change or remove them manually.

Deleting Contact Custom Fields

1. On the Contact Fields tab, use the checkboxes to select one or more fields.
2. When at least one field is selected, an action bar appears at the bottom.
3. Click Delete and confirm in the dialog.

Deleting a custom field:

• Removes that field definition from your workspace.
• Removes its values from contacts where it was used.
• Does not delete the contacts themselves.

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Conversation Fields Tab

Use Conversation Fields to track details specific to a conversation or session, such as source campaign, issue category, order ID, or priority.

Creating a Conversation Custom Field

1. Open Settings → Presets → Custom fields → Conversation Fields tab.
2. Click Create field.
3. In the drawer:
   • Name: Short label (for example: “Issue Category”, “Order ID”, “Campaign Name”).
   • Description: Explain what this field captures for each conversation.
   • Type: Choose the type (Text, Number, Date, Boolean, Select, Multi‑select, URL, Email, Phone).
   • Options (for Select / Multi‑select): Add the allowed choices.
   • AI Extraction: Turn on to let AI fill this field automatically from messages when possible.
4. Click Create / Save to add the field.

The new field appears in the Conversation Fields table and can be used in analytics, filters, and contact/conversation views that support conversation custom fields.

Updating a Conversation Custom Field

1. Stay on the Conversation Fields tab.
2. In the table:
   • Toggle AI Extraction on/off using the switch for quick changes.
   • Click Edit to open the edit drawer.
3. In the edit drawer, you can adjust:
   • Name and description.
   • Options (for select‑type fields).
   • AI Extraction setting.
4. Click Save / Submit to apply changes.

Existing conversation records will keep their stored values unless you change them via the UI or API.

Deleting Conversation Custom Fields

1. On the Conversation Fields tab, select one or more fields using the checkboxes.
2. When fields are selected, use the Delete action in the bottom bar.
3. Confirm in the dialog to permanently remove them.

Deleting a conversation custom field:

• Removes the field from your workspace and any UIs that referenced it.
• Clears stored values for that field from past conversations.
• Does not delete the conversations themselves.