How do I add a contact field in SyBox?

Updated

In SyBox, this is done in Settings > Team and customers > Contact fields.

How to add a contact field

  1. Go to Settings > Team and customers > Contact fields and click "New field".
  2. Type the "Name".
    New field: name, kind, and the two switches
  3. Choose the "Kind": "Text", "Number", "Date", "Dropdown" or "Yes / No". For a dropdown, type the "Choices, one per line".
  4. Leave "Show in the conversation's contact panel" on to see it there, and "AI agents may read it" on to let your agents use it.
  5. Click Save. The card shows the field's kind and its key, for example {cf:car_model}.

Once any customer has a value in a field, its kind cannot change: "This field already holds customers' values, so its kind cannot change." Deleting a field asks "Delete this field? Every customer's value in it is deleted too."

More about Contact fields.