Fix a Customer field without starting over

Now, Custom Customer fields can be added, edited, and deleted from a dedicated Settings page.

What are Custom Customer fields?

Custom Customer fields let you capture the specific details that matter to your business, things like company size, budget, or timeline, directly on a customer's profile. You define what to track, and agents fill them in as they learn it during conversations.

Full control over what you capture

Whether you need to rename a field, adjust its options, or remove one that's no longer relevant, it's all handled in one place. No need to recreate a field from scratch just to fix one detail.

Keeps your data accurate as needs evolve

What counts as useful qualification data changes over time. This ensures your Customer fields keep up, rather than staying locked to whatever was set up first.

Available now

Manage Custom Customer fields from the dedicated Settings page. Live now for every account.