Chat Inbox
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Welcome to Chatinbox!
What's New
MESSAGING
Messaging Basics
Closing (and Opening) Chats
Customer Profile
Using Labels
Custom Fields
Agent Dashboard
MANAGING and REPORTING
Admin Dashboard
Performance
Customers
Settings
ZOHO CRM INTEGRATION
Summary
Integration
Customer Profile
Starting Chats from Zoho CRM
Automate Messages
Shopify Integration
Adding Chat Button to Your Shopify Store
Customer Profile
Order Details
Powered By
GitBook
Custom Fields
Store more information about your customers.
Sometimes name, email and notes are not enough about a customer status. You can use our
Custom Fields
for additonal information.
Enabling / Disabling Custom Fields
There are 10 different custom fields to use and, all custom fields are disabled by default. You can enable them from
Settings
page.
Custom Fields
To enable or disable a field, simply click the switch on left of the field name.
Enable / Disable a Custom Field
Renaming a Custom Field
To rename a custom field, click the pen icon on right of the field.
Rename a Custom Field
Give a name and click
Save
.
Editing a custom Fields Name
Custom Field Types
There are 3 different "information entering" style.
Text
Agents can enter customer information as free text. - Comments, address, order notes, personal preferences etc.
Single Choice
Agent must select a choice. - Shoe size, age, blood type, gender etc.
Multiple Choice
Agents can select more than one. - Hobbies, favorite colors etc.
Add / Remove Choices to a Custom Field
Select
Single Choice
or
Multiple Choice
to enter choices..
Custom Field Information Entering Styles
To add a new choice, simply type in text box and click
Save
button or press
Enter
.
Entering Choices
To remove a choice, hover over the choice and press
Delete
button.
Deleting a Choice
Entering the Information
Agents can see enabled Custom Fields in Customer Profile column in
My Chats
Page.
Since this Custom Field (Shoe Size) is single selection, agent can select only one choice.
Single Choice
To select multiple choices, you need Multiple Selection type.
Multiple Choice
To enter free text, select text as style
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Agent Dashboard
Last modified
1yr ago
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Contents
Enabling / Disabling Custom Fields
Renaming a Custom Field
Custom Field Types
Add / Remove Choices to a Custom Field
Entering the Information