# 17.Custom attributes

# Custom attributes

| Item | Details |

|—|—|

| Who it is for | Administrators define; agents fill in |

| Menu location | **Settings → Custom attributes** |

| Plan dependency | Usually on by default |

Add your own fields on **contacts** or **conversations** — membership tier, shop ID, ticket source — when standard fields (name, email) are not enough.

## 1. Creating an attribute

1. **Settings → Custom attributes → Add**.

2. Choose **Contact** or **Conversation**.

3. Choose type: text, number, link, list, date, and so on (per form).

4. Enter a system key and a display name. Do not casually change the key later — automation may reference it.

5. For list types, define options up front so free typing does not break reporting.

## 2. Where to fill them in

– Contacts: detail page or conversation right panel “Contact attributes”.

– Conversations: right panel conversation details / conversation attributes.

– If [Conversation workflows](./24-conversation-workflows) require attributes, they must be filled before resolve.

Automation can branch on these fields, for example “membership tier = VIP → assign senior agent”.

## 3. Recommendations

– Prefer labels for simple yes/no flags; keep attributes for structured data.

– Do not store passwords or full national ID numbers in custom attributes.

– When importing contacts, headers must match attribute keys — see [Data import](./30-data-import).

## 4. Frequently asked questions

**Agent cannot see a field?** Attribute is on Conversation but they looked on the contact page, or the reverse.

**Automation never matches?** List values differ in case/spacing, or the key is wrong.

## Related articles

– [Contacts](./5-contacts)

– [Conversation workflows](./24-conversation-workflows)

– [Automation](./18-automation)