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The Manage Attributes interface enables businesses to configure the attribute schema used across all contact profiles. This centralized management ensures consistent data collection and attribute behavior.

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Core Capabilities

The attribute management interface enables businesses to:
  • View all attributes - Display both default and custom attributes in scrollable list
  • Add new attributes - Create custom attributes up to plan limits
  • Edit existing attributes - Modify custom attribute properties
  • Delete custom attributes - Remove attributes no longer needed
  • Toggle inference modes - Switch between AI-inferred and manual for each attribute
  • Monitor usage - Track custom attribute count against entitlement limits
  • Manage attribute display - Configure how attributes appear on contact profiles

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Adding Attributes

When creating new attributes, businesses can:
  • Define attribute name - Set display name for the attribute
  • Provide description - Explain what the attribute represents
  • Add example value - Show placeholder demonstrating expected format
  • Select input type - Choose between single-line input or textarea
  • Set inference mode - Enable AI inference or require manual entry
  • Add translations - Provide localized names for English and French

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Editing Attributes

For custom attributes, businesses can modify:
  • Attribute name - Update the display name
  • Description - Revise the attribute explanation
  • Example value - Change the placeholder text
  • Input type - Switch between input and textarea
  • Translations - Update localized attribute names
Note: Standard (default) attributes cannot be edited but their inference mode can be changed.

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Inference Mode Toggle

Each attribute displays a mode selector with two options:

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Manual Mode (Pen icon)

  • Attribute values must be entered manually by team members
  • AI will not automatically populate this field
  • Provides control over sensitive or specific data
  • Prevents automatic overwrites

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AI-Inferred Mode (Wand icon)

  • Attribute values are automatically extracted from conversations
  • AI analyzes chat content to populate the field
  • Updates when new relevant information is detected
  • Requires “Sync” operation on contact profile to extract
Businesses can toggle between modes at any time, affecting all contacts going forward.

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Deleting Attributes

Custom attributes can be deleted with:
  • Confirmation dialog - Prevents accidental deletion
  • Warning message - Explains data will be removed from all contacts
  • Immediate effect - Attribute and all associated values are removed
Standard attributes cannot be deleted.
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