Customer fields in Connect

Access Connect Settings

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

Navigate to Chat Settings

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

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.

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.

• 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

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