Custom contact fields
Create structured fields that humans, workflows and agents can share.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Name the field after one stable business fact
Name the field after one stable business fact.
- 02
Choose the right data type
Choose the right data type.
- 03
Expose the field to agents only when required
Expose the field to agents only when required.
- 04
Display useful fields in the conversation contact panel
Display useful fields in the conversation contact panel.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.