Contact fields

Add a field

1. 1

   Open Settings → Contact fields and click Add field.

2. 2

   Give it a name and choose its Type: Text, Number, Date, Day and month, Dropdown, or Yes / No.

   For a dropdown, list its options.

3. 3

   Click Add field. It appears on every contact and in each chat's Details.

Change, archive or delete a field

• Rename a field or a dropdown option any time: every contact's value stays as it is.
• A field's type can't change once a contact has a value. Create a new field instead.
• An option some contacts have chosen can be renamed but not removed.
• Archive hides a field and keeps its values. Restore brings it back.
• Delete removes the field and its value from every contact. This can't be undone.
• Use the arrows to change the order fields appear in.

How many fields your plan includes

• Starter: 10 active fields. Growth: 30. Pro: 100. A free trial: 30.
• Archived fields don't count, and deleting one frees its place.
• The count is at the top of the page, for example "4 / 10 used".
• After moving to a smaller plan, every field and its values are kept; you can't add another until you're under the limit.

Who sees what

• Everyone on the team sees and fills in the fields. Only managers and owners change the list.
• Contact fields are never sent to the AI assistant.