Custom Fields

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Overview

Custom fields allow you to collect and store different conversation or customer attributes. There are two classifications of custom fields: Conversation and Customer.

Conversation Fields

A conversation field is used to store data specific to the conversation. For example, create a text area to store an order number or create a select field with options on the reason why your customer is contacting you. Conversation fields do not persist when/if your customer starts a new conversation.

Customer Fields

A Customer field is used to store attributes about the customer. For example, create a text area to store your customer’s street address or an integer field to store a unique customer ID.
Customer fields persist when/if your customer starts a new conversation.

Field Data Types

Before you add a custom field, determine the type of field you want to create. Field types can not be changed after the initial save.

Text

Open text area that may contain alphanumeric characters with a maximum character limit of 512. You may allow your users to add the text on multiple lines by toggling on the preference.

Integer

May only contain numeric values with a minimum value of -2147483647 and a maximum value of 2147483647.

Select

Allows your users to select from a predetermined list of choices. Choices contain both a Label and a Value. The Label is what will be displayed to the end user. The Value is what will be stored for reporting purposes. The maximum characters allowed for both is 128. You may add up to 100 choices and may rearrange the ordering using drag and drop functionality.

Add a New Custom Field

To add a new custom field, simply click on either the + New Conversation Field or the + New Customer Field button.

1. Enter a Label

  • The label may contain spaces or special characters.
  • Max label character length is 128 characters.
  • Be sure to follow your business’s naming convention.

2. Enter a Description

  • This is for internal use only.
  • Max characters are 256.

3. The ID will automatically be populated, but you are allowed to edit it initially. Once the custom field is saved you will no longer be able to edit the ID.

  • The ID may not contain spaces or special characters. Only letters and numbers are allowed, and it must begin with a letter.
  • Max characters length is 128 characters.
    *Duplicate ID’s aren’t allowed.
  • The ID is what will be displayed as the column header in your data exports.

4. Set the Required toggle to your preference. If it is set to required, a value has to be entered before a conversation can be ended.

5. Set the Hide from customer toggle to your preference. If toggled on this field will only be visible to agents, so it won't be available to add to customer-facing content such as chat forms or data gathering behaviors in the bot designer.

6. Select the field type.

7. Set your field type options.

8. Save

Disable Custom Fields

If you no longer need a custom field you can disable it. Deletion is not an option as the field may be related to historical conversations.

To disable a field:

1. Select the “trash” can next to the field label.
2. You will be prompted for your confirmation.
3. Click Disable

To view a list of your disabled fields change your filter to “Show disabled custom fields.”

Disabled fields are not counted toward the maximum 50 fields per conversation or customer classifications.

When a Custom Field is disabled it’s no longer available or included in the following areas of Quiq:

  • Closed Conversations CSV export
  • Bot Statistics CSV export
  • Admin > Agent UI > Start Conversation Fields (Only Conversation custom fields)
  • Admin > Agent UI > UI Extensions
  • Admin > Agent UI > Conversation Details
  • Conversation Rules
  • Bot Designer
  • Admin > Contact Pints > Web Chat > Welcome Form
  • Snippets editor
  • Active conversation view
  • Outbound > Send Notifications

If a custom field is already referenced in one of the areas above, and it’s later disabled, it isn’t automatically removed. It will still be selected and function as defined at run-time.

If you wish to re-enable a custom field, simply click the refresh icon. You will be prompted for your confirmation. Click Enable.

Custom Field Locations

Custom fields are available in the following areas of the Quiq application:

Updated about 2 months ago

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