Custom Attributes
Custom attributes let you store additional data on conversations and contacts. Use them for lead scoring, segmentation, reporting, and personalization.
Conversation Attributes
Store data specific to each customer conversation.
| Attribute | Type | Description |
|---|---|---|
company_name | Text | Customer's company name |
industry | Text | Industry vertical |
monthly_interactions | Number | Expected monthly volume |
budget_range | Text | Budget category |
timeline | Text | Sales timeline |
channels_needed | Text | Required channels |
lead_score | Number | Lead quality score (0-100) |
demo_date | Date | Scheduled demo date |
demo_time | Text | Scheduled demo time |
call_recording_url | Link | Voice call recording URL |
call_duration_secs | Number | Call duration in seconds |
Contact Attributes
designation
Job title (Marketing Manager, CTO)
company_size
Number of employees
source_channel
Original channel source
Use Cases
Lead Scoring
Auto-calculate score based on company size, budget, and engagement.
Segmentation
Create custom views filtered by industry, company size, or budget.
Personalization
Use attributes to personalize AI responses per customer.
Reporting
Track metrics by custom attributes for business insights.
Next Steps
- Automation — Set up rules to auto-populate attributes
- Platform Guide — Learn about filtering and custom views
- API Reference — Full API documentation