Custom attributes for contacts

Custom attributes let you store additional data on contacts and conversations beyond the default fields. Use them to track account IDs, subscription plans, regions, or any business-specific information.

Creating custom attributes

Go to Settings > Custom Attributes and click 'Add'. Choose the model (Contact or Conversation), enter a name and key, select the data type (text, number, date, list, checkbox), and optionally set a default value.

Using custom attributes

Custom attributes appear in the contact sidebar when viewing a conversation. Agents can fill in or update values directly. You can also use custom attribute values as conditions in automation rules and conversation filters.