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How to create a custom profile attribute?

Updated over 2 months ago
  1. From the app header or central navigation, click on the Participants / Community tab.

  2. In the left-hand navigation, click on the Attributes tab.

  3. Under the Custom Attributes tab, click the Create New button to start creating a new attribute.

  4. A drawer will open on the right side of the screen. Fill in the attribute details as follows:

    • Attribute Type – Select whether the attribute should be Text, Numeric, Single Choice, or Multiple Choice.

    • Attribute Label – Enter a clear and descriptive label. (Required)

    • Attribute Description – Add an optional description to clarify the purpose or use of this attribute.

    • PII Checkbox – Select this if the attribute contains personally identifiable information (e.g., first name, last name).

    • Default Question – Provide the default question text. (Required)
      This text will appear when profile questions are used in chat surveys. (To learn more, check the “Using Profile Questions in Chats” guide.)

    • Choices – If the attribute type is Single Choice or Multiple Choice, add the choice options in this section.

  5. Once all details are complete, click Create to add your custom profile attribute. The new attribute will now appear in the list and can be used in future chats or participant filters.

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