🔤 Manage & Use Custom Attributes

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Custom Attributes

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Types of Custom Attributes

1. Custom Attributes whose values are being defined by the answers given by users in the chat flow.
2. Custom Attributes whose values are being defined using the external API for any user.

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Primary Usage

1. Personalize user interactions
2. Collect user data
3. Use in the WhatsApp broadcast campaigns
4. Enhance marketing, support, and engagement
5. Use of external APIs in chat flow
6. Export chat data that is not being exported by default

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Create & Manage Attributes

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Step 1: Navigate to the Convertalk dashboard.

• Log in to your Convertalk account and access the dashboard.

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Step 2: Access Account Settings.

• On the side navigation bar, locate and click the “More” button.
• From the dropdown menu, select “Account/Settings.”

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Step 3: Manage Custom Attributes.

• In the Account/Settings section, find and click on the “Custom Attributes” tab.
• Here, you’ll find a list of all your custom attributes. You can edit, delete, bulk delete, and add new custom attributes from this tab.

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Step 4: Create a New Custom Attribute.

• To add a new attribute, click the “Add Attribute” button.
• Fill in the following details:
  • Attribute Key: This is the key that will be saved in the system. Keep it in lowercase characters without any special characters or spaces. For example, if you want to save the city for any user, you can use “city” as the attribute key.
  • Attribute Name: This will be the display name of the attribute, such as “City Name.”
  • Optional Details to fill in for saving API Response in custom attributes
    • Select Bot: Choose the bot whose chat input you want to store.
    • Select Flow: Choose the flow of that bot.
    • Select Question: Choose the question whose answer you want to store.