Custom Attributes for Chatbot (add-on feature)
Custom attributes can store customers' replies or personal data collected through API integration or customers' own input. This helps support your CRM system and gives you a better understanding of your customers.
Make sure to create the custom attribute on this page before using it in chatbots. For a complete instruction, please refer to this tutorial.
Chatbot Settings
Custom attributes can be collected by storing customer replies from chatbot question flows. This data helps you manage customers' personal details and preferences more effectively, and later run relevant marketing campaigns that better target your audience based on customer information.
To save a Custom Attribute in a card, you might need to fill in the following fields:
Key: The name of the custom field
Value: The value to be stored
The Value can be saved in different formats, as shown below:
Text
Number
Date
Date & Time
Yes / No
We'll show you how to set custom attributes in applicable cards on WhatsApp, LINE and Facebook. You'll also see examples of how these attributes are collected in Omnichat console.
Setting Custom Attributes in Chatbot Cards on WhatsApp, LINE, & Facebook
Facebook, LINE
Text Card
Carousel Card
Quick Reply Card
User Input Card
Text Card
Option List Card
User Input Card
Example 1: Set Up Custom Attributes in a WhatsApp Text Card
In this example, the purpose is to collect the customer's job title.
Set up a Custom Attribute on this page.
Set up button options in a text card for customers to choose from. E.g., "Coffee Shop Owner", "Waiter/Waitress", "Caffeine Addict".
Set "Custom Attribute" in the "Additional Actions" section.
Select a preset Attribute Key (e.g., "Job Title") and enter the value you'd like to collect when the customer clicks the button (e.g., "Coffee Shop Owner", "Waiter/Waitress", "Others").
As you can see on the right side of the clip below, when the customer clicks the "Coffee Shop Owner" button, Omnichat system will automatically apply the attribute "Coffee Shop Owner" to this customer.
On the left side of the clip, you can see the attribute is stored in this customer's info panel in the conversation. You can also find the customer's collected custom attribute data in their social contact profile.
Example 2: Set Up Custom Attributes in a LINE User Input Card
In this example, the purpose is to collect the customer's birthday.
Set up a Custom Attribute on this page.
Set up a user input card, and select the preset custom attribute, "birthday", in the "Additional Actions" section.
As you can see on the right side of the clip below, when the customer enters their birthday, Omnichat system will automatically capture this data to their profile.
On the left side of the clip, you can see the attribute is saved in this customer's info panel in the conversation. You can also find the customer's collected custom attribute data in their social contact profile.
Example 3: Set Up Custom Attributes in a Facebook Quick Reply Card
The purpose of this example is to collect information on whether this is the customer's first time attending the event.
Set up a Custom Attribute on this page.
Set up a quick reply card, and select the preset custom attribute, "Is this your first time attending this event?", in the "Additional Actions" section.
As you can see on the right side of the clip below, when the customer clicks the button "Yes", Omnichat system will automatically add this data to their profile.
On the left side of the clip, you can see the attribute is logged in this customer's info panel in the conversation. You can also find the customer's collected custom attribute data in their social contact profile.
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