Custom Attributes

Store additional customer information with custom attributes.

Common Use Cases

Customer Tier

Store subscription level (Basic, Premium, Enterprise)

Company Size

Number of employees or team members

Industry

Business sector or industry type

Location

Geographic information

Custom ID

External system identifiers

Preferences

Communication preferences

Step 1: Navigate to Custom Attributes

Go to Settings → Advanced Features → Custom Attributes to manage your custom fields.

Settings → Advanced Features → Custom Attributes

Step 2: Create New Attribute

Click "Add Attribute" and define the field type, name, and validation rules.

Attribute Types

Text - Single-line or multi-line text fields

Number - Integer or decimal values

Date - Date and time values

Boolean - Yes/No or true/false values

Select - Dropdown options with predefined values

Step 3: Configure Validation

Set up validation rules to ensure data quality and consistency.

Required Fields

Make attributes mandatory for data completeness

Format Validation

Ensure data follows specific patterns (email, phone, etc.)

Value Constraints

Set minimum/maximum values or allowed options

Step 4: Add to Forms

Include custom attributes in contact forms and customer profiles.

Tip: Custom attributes can be automatically populated from web forms, CRM integrations, or manual entry.

Using Custom Attributes

Display Attributes

Display attributes in conversation sidebar for quick reference during customer interactions.

Use Attributes for Segmentation

Use attributes for segmentation and targeting in campaigns and automation rules.

Create Automation Rules

Create automation rules based on attribute values for personalized workflows.

Export Attribute Data

Export attribute data for analysis and reporting purposes.

Managing Custom Attributes

Edit Attributes: Modify attribute names, types, or validation rules as needed

Delete Attributes: Remove unused attributes to keep the system organized

Reorder Attributes: Arrange attributes in logical order for better usability

Best Practices

Keep attribute names consistent and descriptive
Use appropriate data types for each field
Regular validation of attribute data
Document attribute purposes for team members
Plan for scalability as your business grows

Integration Examples

CRM Integration

Sync customer data from your CRM:

• Customer tier and status
• Account owner and team
• Contract value and renewal date

E-commerce Integration

Store purchase and order information:

• Last purchase date
• Total lifetime value
• Product preferences

Support Integration

Track support history and preferences:

• Preferred contact method
• Language preference
• Support tier level

Marketing Integration

Store marketing and campaign data:

• Lead source and campaign
• Marketing consent status
• Interest categories