Only admins and developers can create or edit contact properties. Other members see the values on contacts but cannot change the property definitions.
Property Types
| Type | Best for |
|---|---|
| Text | Short free-form values (e.g. a referral source) |
| Long text | Notes and multi-line values |
| URL | Links (e.g. a LinkedIn profile) |
| Additional email addresses | |
| Phone | Additional phone numbers |
| Number | Quantities and scores (e.g. loyalty points) |
| Currency | Money amounts (e.g. lifetime spend) |
| Checkbox | Yes/no flags (e.g. marketing opt-in) |
| Date | Dates without a time (e.g. birthday) |
| Date & time | Timestamps (e.g. last purchase) |
| Select | One option from a fixed list (e.g. loyalty tier) |
| Multi-select | Multiple options from a fixed list (e.g. interests) |
Adding a Property
Pick a type
Choose the type that matches the data you want to store. For Select and Multi-select, you define the list of options, each with its own color.
Managing Properties
From the Properties page you can:- Rename a property by clicking its name
- Reorder properties by dragging the handle that appears on hover. The order here is the order shown on contact profiles
- Edit options via the three-dot menu: change the option list of a Select property, tweak formatting, or delete the property
Properties on the Contact Profile
Every property appears in the Properties section of the contact profile panel, where you can view and edit values inline.
Let Your Assistant Fill Properties
Properties become really powerful combined with your AI assistants. With the Update Contact Info capability enabled, an assistant saves contact details (name, email, phone, and any custom properties) directly to the contact profile as it learns them in conversation. For example, when a customer mentions they usually wear a size M, the assistant can set the “Size” property on their contact, no manual data entry needed. To enable it:Open the assistant's settings
Go to Assistants, pick your assistant, and scroll to the Contact Properties section of the Settings tab.
Turn on Update Contact Info
This lets the assistant save contact details directly to the contact profile.
Set the visibility per property
Each property starts as Hidden. Choose what the assistant may do with it:
- Hidden: The assistant cannot see the property
- Visible: The assistant can see the property during conversations
- AI Controlled: The assistant can see and update the property
Visibility is per assistant, so a support assistant can update a “Size” property while a billing assistant cannot even see it. See Assistant Configuration for the rest of the assistant settings.
Setting Values via the API
Developers can set property values programmatically when creating or updating contacts through the API, using the property keys defined on this page.Best Practices
- Start small: A handful of properties your team actually fills beats a long list of empty fields
- Prefer Select over Text for anything with known values: options keep data consistent and filterable
- Name properties for humans: “Loyalty Tier” is better than “tier_lvl”
- Pair with assistants: Let the AI keep properties up to date automatically with the Update Contact Info capability
Next Steps
Segments
Group contacts for targeted broadcasts
Assistant Capabilities
Enable Update Contact Info and other assistant powers