Profile attributes help you personalize chat experiences, apply display logic, and collect standardized participant data. You can reference (pipe) existing attributes, control chat behavior using them, or collect new information through profile questions — ensuring all participant data stays consistent and connected.
1. Pipe a Profile Attribute Value into a Chat Question
You can personalize chat questions or messages by piping in the value of a profile attribute. This lets you reference existing participant data (for example, name, location, or past response) directly within a chat question or message.
To pipe a profile attribute value:
In the chat editor, open the card where you want to use a profile attribute.
Click the Pipe action in the text editor.
Select Profile Attribute as the source.
Choose the attribute whose value you want to display (for example, FirstName or FavoriteBrand).
The placeholder for the attribute will appear in your text. During the live chat, it automatically displays each participant’s actual stored value.
Example:
Hi {FirstName}, welcome back! We’d love your opinion on {FavoriteBrand}.
2. Use Profile Attributes in Display Logic
Profile attributes can be used in display logic to control what participants see in a chat. You can show or hide cards based on known participant data, making chats more relevant and efficient.
To use profile attributes in display logic:
Select the card where you want to apply logic.
In the Display Logic section, click Add Condition.
In the Condition Builder, select Profile Attribute as the source.
Choose the appropriate attribute as the datapoint (for example, SubscriptionStatus or Country).
Define the condition (for example: Show this card if
SubscriptionStatus = Subscribed).Save your logic and preview the chat to confirm it behaves as expected.
This allows you to dynamically tailor the chat experience for each participant segment.
3. Add Profile Questions to Collect Attribute Data
You can include Profile Question cards in your chat to collect or update participant information. Each profile question is linked directly to a profile attribute, ensuring one source of truth across studies.
To add a profile question:
In the chat editor, select Add Card and choose Profile Question.
Pick the custom profile attribute you want participants to answer.
The question text automatically uses the default question defined during attribute creation.
The response type (Text, Numeric, Single Choice, or Multiple Choice) is fixed based on how the attribute was created — it cannot be changed in the chat.
Once participants respond, their answers are stored directly in their profile.
You don’t need to ask all profile attributes in one study. You can dynamically profile participants over time by including different profile questions across multiple chats.
4. Using Profile Attributes in Chat Exports and Chat Reports
All profile attributes (both custom and system) are available to include in chat exports and chat reports, regardless of whether they were used in the chat.
Chat Exports
When configuring an export, add columns from Profile Attributes to include any attributes you want in the output file.
Each selected attribute will appear as a separate column alongside participant responses.
Chat Reports
In reports, use Filters or Breakdowns to analyze results by profile attributes (for example, by
Region,Gender, orSubscriptionStatus).Combine multiple attributes to segment results and compare performance across groups.
For step-by-step setup, see the Exports and Reports guide.
5. Best Practices
Use profile attributes to personalize chats and avoid re-asking information you already have.
Apply display logic to make chats more relevant and participant-friendly.
Collect only the most useful profile data through profile questions, and build participant profiles progressively across studies.
Always preview your chat to confirm that piped values and logic conditions are working correctly.