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Documentation Index

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Contact attributes are structured, predefined data fields that create unified contact profiles across all visitors. Attributes enable businesses to standardize data collection and ensure consistent contact information formatting.

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Core Capabilities

Contact attributes enable businesses to:
  • Define custom data fields - Create attributes specific to business needs
  • Standardize contact data - Ensure all contacts share the same attribute structure
  • Auto-populate from conversations - AI can infer attribute values from chat context
  • Manual data entry - Team members can enter attributes directly
  • Support multiple input types - Text inputs and text areas for different data formats
  • Localize attribute names - Display attributes in English or French
  • Track attribute updates - Monitor when each attribute value was last modified
  • Enforce data consistency - All contacts use the same attribute definitions

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Attribute Properties

Each attribute includes:
  • Attribute ID - Unique identifier for the attribute
  • Name - Attribute display name
  • Description - Explanation of what the attribute represents
  • Input type - Field type (input or textarea)
  • Example value - Placeholder showing expected format
  • Inference mode - AI-inferred or manual entry
  • Editability - Whether the attribute can be modified or deleted
  • Translations - Localized names for English and French

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Standard Attributes

Default attributes provided by the platform:
  • first_name - Contact’s first name
  • last_name - Contact’s last name
  • email - Email address
  • phone - Phone number
  • company - Company or organization name
  • job_title - Professional role
  • location - Geographic location
Standard attributes cannot be deleted but can have their inference mode changed.

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Custom Attributes

Businesses can create custom attributes for:
  • Industry-specific data (e.g., “property_type” for real estate)
  • Business process data (e.g., “lead_score”, “follow_up_date”)
  • Product preferences (e.g., “preferred_product_category”)
  • Service requirements (e.g., “support_tier”, “contract_type”)
  • Any other structured data relevant to the business

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Attribute Input Types

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Input Field

  • Single-line text entry
  • Suitable for short values (names, emails, IDs)
  • Displays as standard text input
  • Examples shown as placeholder text

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Textarea

  • Multi-line text entry
  • Maximum 10,000 characters
  • Suitable for longer content (notes, descriptions, addresses)
  • Displays as expandable text area
  • Examples shown as placeholder text

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Attribute Values

Values can be:
  • AI-extracted - Automatically inferred from conversation content
  • Manually entered - Input by team members directly
  • Empty - No value collected yet
  • Updated over time - Values can change as new information is gathered