The Custom Attributes section allows you to create and manage custom fields to collect specific information about conversations, contacts, or pipeline items. With custom attributes, you can extend the system’s default data and collect information relevant to your business.
Each custom attribute has a display name, a technical key for API identification, a description, a data type, and optionally validation by regular expression (regex). Attributes can be applied to different contexts: Conversations , Contacts , or Pipeline (with sub-options for Pipeline, Stage, or Item).
Accessing Custom Attributes To access the custom attributes management area:
In the left sidebar menu, click Settings .
In the settings options list, select Custom Attributes .
The main custom attributes screen will be displayed, showing all created attributes or a message indicating that no attributes have been created yet.
Attribute Categories Custom attributes are organized into three main categories, accessible through tabs at the top of the screen:
Conversations: Attributes applied to conversationsContacts: Attributes applied to contactsPipeline: Attributes applied to pipelines, stages, or items
Searching Custom Attributes The search bar allows you to quickly locate custom attributes by name, description, or key.
How to search
At the top of the screen, locate the “Search custom attributes…” field with the search icon
Type the name, description, or key of the desired attribute
The attributes table will be automatically updated as you type, showing only attributes that match the search
The search is performed in real-time, making it easy to locate specific attributes when there are many registered.
Viewing Custom Attributes in the Table After creating custom attributes, they will be displayed in a table with the following columns:
Table Columns
Name: Display name of the custom attribute
Displays the name defined during creation (e.g., “Lead Priority”, “Position”, “Contact Reason”)
The column is sortable (indicated by up/down arrows)
Description: Complete description of the attribute
Displays the description defined during creation
Helps understand the attribute’s purpose
Type: Data type of the attribute
Displayed in a blue tag (e.g., “Text”, “Number”, “Date”)
Indicates the data format accepted by the attribute
Key: Technical key of the attribute
Displayed in a gray tag (e.g., “lead_priority”, “position”, “contact_reason”)
Used to identify the attribute in the API
Values: Predefined values (if applicable)
Displays predefined values for list or selection type attributes
Shows ”-” when not applicable
Regex: Indicates if the attribute has validation by regular expression
Displayed in a green tag with “Yes” when regex is configured
Displayed as ”-” when there is no regex validation
Created at: Attribute creation date
Displays the date in DD/MM/YYYY format (e.g., “23/01/2026”)
The column is sortable (indicated by up/down arrows)
Model: Model to which the attribute applies (only for Pipeline)
Displays “Item”, “Stage”, or “Pipeline” for pipeline attributes
Not displayed for Conversations or Contacts attributes
Actions: Action menu to manage the attribute
Three horizontal dots icon (...) that opens a dropdown menu with options
Table Features
Sorting: Name and Created at columns can be sorted by clicking the headerIntegrated Search: The search bar above the table filters results in real-timeCategory Filter: Use tabs (Conversations, Contacts, Pipeline) to filter attributes by categoryCounter: The total number of attributes in the current category is displayed below the title
Attributes for Conversations Conversation attributes allow you to collect specific information about conversations, such as contact reason, customer satisfaction, or any other data relevant to the conversation context.
Creating a Conversation Attribute To create a new custom attribute for conversations:
On the Custom Attributes screen, click the “Conversations” tab to filter only conversation attributes
Click the green ”+ New Custom Attribute” button in the top right corner of the screen
A modal will be displayed with the title “New Custom Attribute”
In the form, fill in the following fields:
1. Apply to - Required
Select “Conversations” in the dropdown
The help text will display: “Attributes applied to conversations”
2. Display Name - Required
Type a friendly name that will be displayed to users
Example: “Contact Reason”
3. Attribute Key - Required
The technical key will be automatically generated from the Display Name
Use only lowercase letters, numbers, and underscores
Example: contact_reason
4. Description - Required
Explain the attribute’s purpose
Example: “Identify the main reason why the customer contacted you.”
5. Type - Required
Select the data type (Text, Number, Date, Boolean, List)
For the “Contact Reason” example, select “Text”
6. Regex Validation - Optional
Activate the toggle if you want to validate the text format
Example Regex Pattern: ^.{5,}$ (minimum 5 characters)Example Regex Cue: “Describe the reason for contacting us (minimum 5 characters).”
Finalizing Creation After filling in all required fields:
Review the entered information
Verify that regex validation is configured correctly (if applicable)
Click the green “Create” button to create the attribute
The attribute will be created and will appear in the Conversations attributes table
Editing a Conversation Attribute To modify an existing conversation attribute:
In the attributes table, make sure the “Conversations” tab is selected
Locate the attribute you want to edit
In the Actions column, click the three dots icon (...)
In the dropdown menu, click Edit (pencil icon)
A modal will open with the title “Edit Custom Attribute” and fields already filled
Modify the desired fields:
Display Name
Description
Type (be careful when changing, as it may affect existing data)
Regex Validation (activate/deactivate or modify pattern and cue)
Click the green “Update” button to save the changes
Be careful when changing the Attribute Key or Type of an existing attribute, as this may affect API integrations and already collected data.
Deleting a Conversation Attribute To remove a conversation attribute:
In the attributes table, locate the attribute you want to delete
In the Actions column, click the three dots icon (...)
In the dropdown menu, click Delete (trash icon in red)
Confirm the deletion in the dialog that appears
Attention: Deletion is permanent and all data collected through this attribute will be lost.Contact attributes allow you to store additional information about contacts, such as position, department, preferences, or any other data relevant to the contact profile.
To create a new custom attribute for contacts:
On the Custom Attributes screen, click the “Contacts” tab to filter only contact attributes
Click the green ”+ New Custom Attribute” button in the top right corner of the screen
A modal will be displayed with the title “New Custom Attribute”
In the form, fill in the following fields:
1. Apply to - Required
Select “Contacts” in the dropdown
The help text will display: “Attributes applied to contacts”
2. Display Name - Required
Type a friendly name that will be displayed to users
Example: “Position”
3. Attribute Key - Required
The technical key will be automatically generated from the Display Name
Use only lowercase letters, numbers, and underscores
Example: position
4. Description - Required
Explain the attribute’s purpose
Example: “Indicates the contact’s position or role within the company.”
5. Type - Required
Select the data type (Text, Number, Date, Boolean, List)
For the “Position” example, select “Text”
6. Regex Validation - Optional
Activate the toggle if you want to validate the text format
Example Regex Pattern: ^.{2,}$ (minimum 2 characters)Example Regex Cue: “Please provide the contact’s job title (minimum 2 characters).”
Finalizing Creation After filling in all required fields:
Review the entered information
Verify that regex validation is configured correctly (if applicable)
Click the green “Create” button to create the attribute
The attribute will be created and will appear in the Contacts attributes table
To modify an existing contact attribute:
In the attributes table, make sure the “Contacts” tab is selected
Locate the attribute you want to edit
In the Actions column, click the three dots icon (...)
In the dropdown menu, click Edit (pencil icon)
A modal will open with the title “Edit Custom Attribute” and fields already filled
Modify the desired fields
Click the green “Update” button to save the changes
Be careful when changing the Attribute Key or Type of an existing attribute, as this may affect API integrations and already collected data.
To remove a contact attribute:
In the attributes table, locate the attribute you want to delete
In the Actions column, click the three dots icon (...)
In the dropdown menu, click Delete (trash icon in red)
Confirm the deletion in the dialog that appears
Attention: Deletion is permanent and all data collected through this attribute will be lost.Attributes for Pipeline Pipeline attributes allow you to collect specific information about sales opportunities. They can be applied to the pipeline as a whole, to stages, or to items (deals/leads).
Creating a Pipeline Attribute To create a new custom attribute for pipeline:
On the Custom Attributes screen, click the “Pipeline” tab to filter only pipeline attributes
Click the green ”+ New Custom Attribute” button in the top right corner of the screen
A modal will be displayed with the title “New Custom Attribute”
In the form, fill in the following fields:
1. Apply to - Required
Select “Pipeline” in the dropdown
The help text will display: “Attributes applied to pipelines, stages or items”
Important: When “Pipeline” is selected, an additional “Pipeline Type” field will be displayed
2. Pipeline Type - Required
Select one of the options:
Pipeline: Attributes applied to the pipeline as a wholeStage: Attributes applied to pipeline stagesItem: Attributes applied to pipeline items (deals/leads)
Example: For “Lead Priority”, select “Item” The help text will display: “Attributes applied to items (deals/leads) of the pipeline”
3. Display Name - Required
Type a friendly name that will be displayed to users
Example: “Lead Priority”
4. Attribute Key - Required
The technical key will be automatically generated from the Display Name
Use only lowercase letters, numbers, and underscores
Example: lead_priority
5. Description - Required
Explain the attribute’s purpose
Example: “Define the priority of the opportunity in the sales pipeline.”
6. Type - Required
Select the data type (Text, Number, Date, Boolean, List)
For the “Lead Priority” example, select “Text”
7. Regex Validation - Optional
Activate the toggle if you want to validate the text format
Example Regex Pattern: ^(Low|Medium|High)$ (accepts only “Low”, “Medium”, or “High”)Example Regex Cue: “Use only: Low, Medium or High”
Finalizing Creation After filling in all required fields:
Review the entered information, especially the Pipeline Type
Verify that regex validation is configured correctly (if applicable)
Click the green “Create” button to create the attribute
The attribute will be created and will appear in the Pipeline attributes table
Editing a Pipeline Attribute To modify an existing pipeline attribute:
In the attributes table, make sure the “Pipeline” tab is selected
Locate the attribute you want to edit
In the Actions column, click the three dots icon (...)
In the dropdown menu, click Edit (pencil icon)
A modal will open with the title “Edit Custom Attribute” and fields already filled
Modify the desired fields:
Pipeline Type (if necessary)
Display Name
Description
Type (be careful when changing, as it may affect existing data)
Regex Validation (activate/deactivate or modify pattern and cue)
Click the green “Update” button to save the changes
Be careful when changing the Attribute Key , Pipeline Type , or Type of an existing attribute, as this may affect API integrations and already collected data.
Deleting a Pipeline Attribute To remove a pipeline attribute:
In the attributes table, locate the attribute you want to delete
In the Actions column, click the three dots icon (...)
In the dropdown menu, click Delete (trash icon in red)
Confirm the deletion in the dialog that appears
Attention: Deletion is permanent and all data collected through this attribute will be lost.Apply to - Required
Field: Apply to (marked with asterisk * indicating required field)Type: Dropdown (suspension menu)Description: Defines where the attribute will be appliedAvailable Options:
Conversations: Attributes applied to conversationsContacts: Attributes applied to contactsPipeline: Attributes applied to pipelines, stages, or items
Help Text: Displays a description explaining the selected contextLocation: First field of the form
Note: When “Pipeline” is selected, an additional “Pipeline Type” field will be displayed.Pipeline Type - Required (only for Pipeline)
Field: Pipeline Type (marked with asterisk * indicating required field)Type: Dropdown (suspension menu)Description: Defines whether the attribute applies to pipeline, stage, or itemAvailable Options:
Pipeline: Attributes applied to the pipeline as a wholeStage: Attributes applied to pipeline stagesItem: Attributes applied to pipeline items (deals/leads)
Help Text: “Select whether this attribute applies to the pipeline, stage, or item.”Location: Second field of the form, displayed only when “Pipeline” is selected in “Apply to”
Display Name - Required
Field: Display Name (marked with asterisk * indicating required field)Type: Simple text fieldDescription: Friendly name that will be displayed to usersExamples: “Lead Priority”, “Position”, “Contact Reason”Recommendation: Use descriptive and clear names that facilitate attribute identificationLocation: Third field of the form (or second, if not Pipeline)
Attribute Key - Required
Field: Attribute Key (marked with asterisk * indicating required field)Type: Simple text fieldDescription: Technical key used to identify the attribute in the APIHelp Text: “The key will be used to identify this attribute in the API. Use only lowercase letters, numbers and underscores.”Rules:
Use only lowercase letters, numbers, and underscores
Do not use spaces or special characters
Usually automatically generated from the Display Name
Examples: lead_priority, position, contact_reasonLocation: Fourth field of the form (or third, if not Pipeline)
Description - Required
Field: Description (marked with asterisk * indicating required field)Type: Text area (textarea)Description: Detailed explanation of the attribute’s purposeExamples:
“Define the priority of the opportunity in the sales pipeline.”
“Indicates the contact’s position or role within the company.”
“Identify the main reason why the customer contacted you.”
Recommendation: Be clear and objective about what the attribute representsLocation: Fifth field of the form (or fourth, if not Pipeline)
Type - Required
Field: Type (marked with asterisk * indicating required field)Type: Dropdown (suspension menu)Description: Defines the data type that the attribute will acceptAvailable Options:
Text: Simple text field
Description: “Simple text field”Allows any free text
Number: Numeric fieldDate: Date fieldBoolean: True/false fieldList: List of predefined values
Help Text: Displays a description of the selected typeLocation: Sixth field of the form (or fifth, if not Pipeline)
Regex Validation - Optional This section allows you to add regular expression validation to ensure that entered values follow a specific pattern.
Section: “Regex Validation” Description: “Add a regex pattern to validate the values of this attribute”Toggle Switch: Switch in the top right corner of the section
Deactivated: Regex validation will not be appliedActivated: Regex validation will be applied (indicated by green/turquoise color)
When the toggle is activated, two additional fields are displayed:
Regex Pattern
Field: Regex Pattern Type: Simple text fieldDescription: Regular expression that defines the validation patternExamples:
^(Low|Medium|High)$ - Accepts only “Low”, “Medium”, or “High”^.{2,}$ - Accepts any text with at least 2 characters^.{5,}$ - Accepts any text with at least 5 characters
Recommendation: Test the regex pattern before saving to ensure it works as expected
Regex Cue
Field: Regex Cue Type: Text area (textarea)Description: Help message displayed to users when they fill in the fieldHelp Text: “This cue will be displayed to users when they fill in the field”Examples:
“Use only: Low, Medium or High”
“Please provide the contact’s job title (minimum 2 characters).”
“Describe the reason for contacting us (minimum 5 characters).”
Recommendation: Be clear and specific about the expected format
Available Attribute Types Text
Description: Simple text fieldUsage: Allows entering any free textUsage examples:
Contact’s job position
Contact reason
General notes
Validation: Can be combined with regex to restrict format or size
Number
Description: Numeric fieldUsage: Allows entering numeric valuesUsage examples:
Estimated value of an opportunity
Number of company employees
Satisfaction score
Date
Description: Date fieldUsage: Allows selecting or entering a dateUsage examples:
Contact’s birthday
Expected opportunity closing date
Last contact date
Boolean
Description: True/false fieldUsage: Allows marking as true or falseUsage examples:
VIP customer (yes/no)
Accepts marketing (yes/no)
Qualified opportunity (yes/no)
List
Description: List of predefined valuesUsage: Allows selecting a value from a predefined listUsage examples:
Priority (Low, Medium, High)
Status (Active, Inactive, Pending)
Lead source (Website, Referral, Campaign)
Regular Expression (Regex) Validation Regex validation allows you to ensure that values entered in attributes follow a specific pattern, improving the quality and consistency of collected data.
When to Use Regex
Predefined Values: When you want to restrict input to specific values (e.g., “Low”, “Medium”, “High”)Specific Format: When you need a specific format (e.g., product code, phone number)Minimum/Maximum Size: When you need to ensure a minimum or maximum text sizeComplex Patterns: When you need to validate more complex patterns (e.g., emails, URLs, codes)
Regex Pattern Examples Predefined Values
Accepts only “Low”, “Medium”, or “High”
Regex Cue: “Use only: Low, Medium or High”
Minimum Size
Accepts any text with at least 2 characters
Regex Cue: “Please provide at least 2 characters.”
Accepts any text with at least 5 characters
Regex Cue: “Describe the reason for contacting us (minimum 5 characters).”
Validates basic email format
Regex Cue: “Please provide a valid email address.”
Tips for Regex
Test First: Always test your regex pattern before saving to ensure it works as expectedBe Specific: Use Regex Cue to clearly explain the expected format to usersDocumentation: Consider documenting complex regex patterns to facilitate future maintenancePerformance: Very complex regex patterns can affect performance, use in moderation
Final Considerations
Consistent Nomenclature: Use consistent display names and keys to facilitate organization and searchClear Descriptions: Write clear and objective descriptions that explain the purpose of each attributeAppropriate Validation: Use regex validation when necessary to ensure data quality, but don’t be overly restrictiveCategorization: Organize attributes in appropriate categories (Conversations, Contacts, Pipeline) to facilitate managementRegular Review: Periodically review existing attributes to ensure they remain relevant and updatedDocumentation: Document complex custom attributes or those with specific regex patterns to facilitate team useAPI Integration: Remember that the Attribute Key is used in the API - maintain consistency and avoid unnecessary changesData Impact: Consider the impact on existing data before changing the Type or deleting an attributeStrategic Use: Use custom attributes to collect information that adds value to your business process
Custom attributes are a powerful tool for extending system functionality and collecting information specific to your business, allowing more complete and personalized management of conversations, contacts, and sales opportunities. 
