Custom attributes let you add your own fields to conversations or contacts. Go to Settings → Custom Attributes → Add attribute.
Create an attribute
- Name and description.
- Model: Conversation or Contact.
- Type: Text, Number, Link, Date, List (predefined values) or Checkbox.
The attribute then appears on the relevant record, and automatically becomes usable as an automation condition and as a filter.
Good to know: examples — a Contact attribute "Customer number", a Conversation attribute "Request type" (list: Support / Sales / Technical).