Custom attributes

Attributes are extra fields that are not in the default card: contract number, customer plan, city, lead source.

Types

• Text — a free-form string;
• Number;
• Link — a URL;
• Date;
• List — a choice from preset options;
• Checkbox — yes or no.

Creating one

1. Open Settings → Custom Attributes.
2. Click to add a custom attribute.
3. Fill in:
   • Applies to — conversation or contact;
   • Display name — how the field is labelled in the interface;
   • Key — the identifier used by the API and automation;
   • Description — a hint for agents;
   • Type — from the list above.

Filling attributes in

By hand

Open a conversation or contact and fill the field in the panel on the right.

From the website widget

Pass values from your site's code:

window.$kulpunai.setCustomAttributes({
  plan: "premium",
  city: "Bishkek"
});

Automatically

An automation rule can set an attribute when a condition is met.

With the AI Agent

If the assistant has Extract contact attributes from conversations enabled, it fills fields from the thread.

Where they are used

• Conditions in automation rules;
• Filters when building segments;
• Passing data to external systems through webhooks;
• Substitution in canned responses.

Examples

• plan — the customer's plan, to prioritise requests;
• order_id — the order number, for a quick lookup;
• city — the delivery city;
• source — where the customer came from.