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Contact Fields

Contact fields are typed values stored on a WhatsApp contact (text, number, date, choices, phone, yes/no). Use them in the inbox, bot steps, WhatsApp Flow answer mapping, dynamic contact lists, and optional webhook payloads.

They are not the same as CRM Configuration (external CRM panel mappings) — see CRM Configuration.

Open Contact Fields​

  1. Open Settings.
  2. Under Data & CRM, select Contact Fields.

Page title: Contact Fields
Lead: Typed fields stored on contacts for Flows, bot steps, and dynamic lists.

Empty: No contact fields yet.
No permission: You do not have permission to view contact fields.

Add a field​

  1. Click Add field.
  2. Fill in:
    • Key (slug) — stable id used by bots and filters
    • Type — Text · Number · Date · Single choice · Multi choice · Phone · Boolean
    • Label — what agents see
    • Options (additive) — for choice types
    • Sensitive (encrypt at rest; mask in inbox) — optional
    • Retention days (optional) — optional
  3. Click Save field.

Success: Field created / Field saved.

Archive a field​

Archive opens Archive field — Archive field “…”? Existing values stay until erased. Confirm with Archive or Cancel. Success: Field archived.

Where fields appear​

PlaceWhat agents do
Contact profile / chat Fields tabView and edit values; Search fields…; Reveal sensitive / Hide sensitive — Contact Profile
Bot step Set Contact FieldWrite a value during a bot run — Bot Flows
Bot Send WhatsApp Flow → Save answers to contactMap Flow answers while the bot waits; + Create new field… opens Name / Key (confirm with Create field)
Forms detail Save answers to contactSame create picker; map for campaign and inbox Form submits — Save field mapping — WhatsApp Flows
Dynamic filter on a contact listMatch contacts by field values — Contact Lists
Send to Webhook → Contact fieldsOptionally include selected values in the webhook payload