How to Add a Custom Attribute?
Hi! Welcome to Hoory! In this user guide, we'll walk you through the process of creating a custom attribute.
What is a Custom Attribute?
Before we start, let's understand what a custom attribute is:
A custom attribute is essential information that you attach to conversations or customers. It provides additional context or details about a particular interaction.
Adding a Custom Attribute
1. Accessing Custom Attributes Settings:
- Navigate to Settings -> Custom Attributes from the sidebar.
2. Adding a Custom Attribute:
- Click the "Add Custom Attribute" button on the top right corner of the page.
- A modal will open up, guiding you through the attribute creation process.
3. Filling in the Fields:
- Define who the custom attribute applies to: It can be a conversation or a contact.
- Add a display name: This is the label that renders the custom attribute.
- Provide a brief description of the attribute.
- Select the type of the attribute: It can be text, number, link, date, list, or a checkbox.
4. Creating the Attribute:
- Once all the fields are filled in, click the "Create" button.
- Your newly-created attribute will be added to the list of available custom attributes.
5. Managing Custom Attributes:
- You can always edit or delete your custom attributes by clicking the respective icon next to each attribute.
That's it. Easy as that.
Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.