Skip to main content

📝 Custom Attributes

Create custom fields to store business-specific information in conversations and contacts.

📋 What are Custom Attributes?

Attributes are extra data fields you define: Difference from Labels:
  • 🏷️ Labels: Simple tags (ex: #vip, #urgent)
  • 📝 Attributes: Fields with values (ex: Plan: “Premium”, Value: “$500”)

✨ Attribute Types

Text

Free text

Number

Numeric values

Date

Dates

Link

URLs

List

Predefined options

Checkbox

Yes/No

🆕 Create Attribute

  1. “Settings”“Custom Attributes”
  2. Choose scope:
    • Contact: Customer attribute
    • Conversation: Conversation attribute
  3. “New Attribute”
  4. Configure:
Display name: Customer Plan
Key: plan (for API)
Type: List
Values: Free, Basic, Premium, Enterprise
Description: “Customer’s current plan”
  1. Save

📊 Contact Attributes

Store customer information.

Common Examples

Segmentation:
Business Data:
Preferences:

How to Fill

Manually:
  1. Open contact
  2. “Attributes” section
  3. Fill values
  4. Save
Via API:

💬 Conversation Attributes

Store conversation-specific information.

Common Examples

E-commerce:
Support:
Sales:

🤖 Automations with Attributes

Rules Based on Attributes

Example 1: Prioritize VIPs
Example 2: SLA by Value

📧 Personalization with Attributes

In Messages

Use attributes in templates:

💡 Best Practices

Naming

Snake_case for key: registration_date not Registration Date
Friendly display name: “Registration Date”
Consistency: Standardize across team

Organization

Don’t overdo it: 10-15 attributes per scope
Use lists: Better than free text
Validate inputs: Avoid typing errors
Document: What each attribute means

🚀 Next Steps

Automations

Use attributes in automatic rules

API Reference

Integrate attributes via API