Article ID: 171
Last updated: 13 Mar, 2024
Custom AttributesOMNI supports custom attributes other than standard data attributes (a default set of data about your conversations/contacts like Name, Email, Location, etc.). A custom attribute tracks facts about your contacts/conversations. The custom attribute can be anything, e.g.:
Custom data attributes are the information you attached to conversation/customers, like how many times they've ordered a product, when they signup, or what plan they're on. So you can set whatever attributes you want to understand your customer/conversation better, and it will all show in OMNI. Add a new custom attributeTo add a new custom attribute, navigate to the Custom Attributes by clicking on Settings -> Custom Attributes from the sidebar. Click on Add custom attributes button available on the top right corner of the page, which will open a modal as shown below. These are the inputs required to create the custom attribute:
Once you enter the details, click on the Create button. If the request is successful, a message "Custom attribute added successfully" will be displayed. Conversation custom attributesAfter creating conversation custom attribute, you will be able to add these attribute to the conversation via conversation sidebar. It will open a attribute dropdown selector, then select the attribute that you want to add Enter a valid value click on the Create button. If the request is successful, a message "Attribute added successfully" will be displayed. Also you could able see the actions like edit/delete/copy by hovering on the attribute. Contact custom attributesAfter creating contact custom attribute, you will be able to add these attribute to the contact via conversation/contact sidebar. It will open a attribute dropdown selector, then select the attribute that you want to add Enter a valid value, click on the Create button. If the request is successful, a message "Attribute added successfully" will be displayed. Also you could able see the actions like edit/delete/copy by hovering on the attribute.
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Article ID: 171
Last updated: 13 Mar, 2024
Revision: 1
Views: 452
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