Customer Fields

Customer fields in Connect

Access Connect Settings

  • Log in to your Connect dashboard and click on "Settings."

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Navigate to Chat Settings

  • Under the settings menu, select "Chat Settings."
  • Within Chat Settings, find and click on "Customer Fields."

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Activate Existing Fields

  • You'll see a list of existing customer fields with toggle buttons next to them.
  • Activate the toggle buttons for the fields you want to collect user data for.

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Add New Customer Field

  • Click on "Add Customer Field" to create a new field.
  • A dialogue box will appear where you can add the necessary details:
    • Field Label: Provide a label for the field.
    • Field Name: Enter a name for the field.
    • Select Type: Choose the type of field (e.g., text, number, date).
    • Description: Optionally, provide a description for the field.

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  • Click "Save" to add the new field.

Manage Fields in Chat Section

  • After saving, the new field will be added to the list of customer fields

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  • You can now manage and collect user data for these fields in the chat section.

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