Creating custom fields for contacts

Custom fields let you store any additional data about your contacts beyond the default fields.

Default fields vs custom fields

Default fields (built-in):

• Name, Phone, Email
• Tags, Lifecycle Stage
• Assigned Agent, Source

Custom fields (you create):

• Company name, City, Order ID
• Subscription plan, Birthday
• Any data specific to your business

Creating a custom field

1. Go to Settings → Custom Fields
2. Click "New Field"
3. Configure:
   • Field Name — Display name (e.g., "Company Name")
   • Field Key — System key, auto-generated (e.g., company_name)
   • Field Type — Choose the data type
   • Required — Whether this field must be filled
   • Options — For Select/Multi-select types, define the choices
4. Click Save

Field types

Setting custom field values

On a contact

1. Open the contact
2. Scroll to the Custom Fields section
3. Click on a field to edit its value
4. Save

During CSV import

Include custom field keys as column headers in your CSV:

phone_number,name,company_name,city,plan
+919876543210,John Doe,Acme Corp,Mumbai,Growth
+919876543211,Jane Smith,Tech Inc,Delhi,Scale

Via API

PUT /api/contacts/{id}/custom-fields
{
  "company_name": "Acme Corp",
  "city": "Mumbai",
  "plan": "Growth"
}

Using custom fields in segments

Custom fields can be used as filter conditions:

• "City equals Mumbai" → All Mumbai contacts
• "Plan equals Growth" → All Growth plan customers
• "Birthday is today" → Birthday greetings campaign

Using custom fields in templates

Reference custom field values in chatbot responses or campaign personalization using the field key.

Tips

1. Plan ahead — Define fields before importing data
2. Use Select types — For fields with limited options (prevents typos)
3. Keep it minimal — Only create fields you'll actually use for filtering or personalization
4. Consistent naming — Use snake_case for keys (auto-generated)
5. Order matters — Set display order to show important fields first

Limits

• Maximum 50 custom fields per organization
• Text fields: max 500 characters
• Select options: max 50 per field