Custom Fields

Custom fields store extra information beyond the default contact or conversation fields. Manage them on a single settings page, split across two tabs.

Opening the Custom Fields page

1. Go to Settings → Presets → Custom fields.
2. Pick a tab:
   • Contact Fields — Extra data for individual contacts.
   • Conversation Fields — Extra data for conversations or 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"). Must be unique within your workspace.
   • Description (optional): Explain what the field is for and when to use it.
   • Type: Pick the data type:
     • Text, Number, Date, Boolean
     • Select / Multi-select (add at least one option)
     • URL, Email, Phone
   • Options (for Select / Multi-select): Add one or more choices (for example: Basic, Pro, Enterprise).
   • Required (if shown): Make the field mandatory when editing a contact.
   • AI Extraction: Turn on to let AI auto-fill this field from conversation context where possible.
4. Click Create / Save.

The new field shows up in the Contact Fields table and becomes available in the Contacts table, contact sidebars, and similar views.

Updating a contact custom field

1. Stay on the Contact Fields tab.
2. Find the field you want to change.
3. Toggle AI Extraction directly in the table to quickly enable or disable it.
4. Click Edit in the Actions column to:
   • Rename the field.
   • Update the description.
   • Adjust type/options (where allowed).
   • Change whether it's required or AI-extractable.
5. Click Save / Submit.

Updates apply everywhere the field is used. Existing values stay unless you change or remove them.

Deleting contact custom fields

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

Deleting a custom field:

• Removes the 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 — source campaign, issue category, order ID, 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"). Must be unique within your workspace.
   • Description: Explain what this field captures for each conversation. 32–256 characters. AI uses this text to decide when to extract values automatically.
   • Type: Pick the type (Text, Number, Date, Boolean, Select, Multi-select, URL, Email, Phone).
   • Options (for Select / Multi-select): Add the allowed choices. At least one option is required.
   • AI Extraction: Turn on to let AI fill the field automatically from messages.
4. Click Create / Save.

The new field shows up in the Conversation Fields table and becomes available in analytics, filters, and any contact or conversation view that supports conversation custom fields.

Updating a conversation custom field

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

Existing conversation records 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 with the checkboxes.
2. Click Delete in the bottom action bar.
3. Confirm in the dialog to remove them permanently.

Deleting a conversation custom field:

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