Settings — Custom Fields
URL:
/settings/custom-fields?ouId={orgId}Description: "Manage the fields used to enrich your conversations. Define whether they are calculated by AI (Smart) or entered manually, and whether they are required when closing a conversation."
1. Action Bar
| Action | Type | Description |
|---|---|---|
| Add field | Button | Creates a new custom field |
| Search field... | Textbox | Searches by name |
| Source: All | Radio | Shows all fields |
| Source: Smart (AI) | Radio | Only AI-calculated fields |
| Source: Manual | Radio | Only manually filled fields |
2. Tabs
| Tab | Description |
|---|---|
| Fields (with count) | All configured fields |
| Highlighted fields (with count) | Fields marked as highlighted |
3. Custom Field Card
Each field displays:
| Element | Description |
|---|---|
| Name | Field name (e.g., "Vehicle of interest") |
| Description/Prompt | Instruction for the AI to extract the value |
| Data type | Text, Number, Date, etc. |
| Scope | "Across the entire account" — the field's reach |
| Source | Smart (AI) or Manual |
| Highlight field | Button — marks/unmarks as highlighted |
| Delete | Button — removes the field |
4. Smart Fields (AI)
Smart fields use AI to automatically extract information from conversations.
Example:
| Field | Type | Source | Prompt |
|---|---|---|---|
| Vehicle of interest | Text | Smart (AI) | Retorne sempre o valor em 'interest', se não houver nenhum retorne o veículo de interesse do usuário. interest: {{session.source_parameters.interest}} |
Prompt Syntax: Supports variables such as
{{session.source_parameters.interest}}to access session parameters.
5. Dialog: Add Custom Field
Opens as a centered modal (dialog).
5.1 Header
| Element | Description |
|---|---|
| Title | "Add Custom Field" |
| Close | Button X |
5.2 Who Fills This Field? (Radiogroup)
| Option | Description |
|---|---|
| Smart (AI) ✅ (default) | "The AI employee fills it in automatically; your team can edit it." |
| Manual | "Filled in manually by a user while managing the conversation." |
5.3 Name
| Element | Description |
|---|---|
| Textbox | Placeholder: "E.g.: Reason for inquiry" |
5.4 Prompt — What the AI Should Detect
| Element | Description |
|---|---|
| Textbox | Placeholder: "Define the rule or criterion for filling this field. (optional)" |
| Hint | "Use double curly braces to insert dynamic values. Example: {{session.source_parameters.name}}" |
5.5 Data Type (Radiogroup)
| Type | Description |
|---|---|
| Text | Free-text value |
| Number | Numeric value |
| Boolean | True/False |
| Date | Date (no time) |
| Date and time | Date with time |
| Time | Time only |
| Option list | Predefined set of values |
5.6 Options (Appears when Type = "Option list")
| Field | Description |
|---|---|
| Option | Textbox — Option name |
| Description | Textbox — Placeholder: "Tell the AI when to use this option" |
| Add Option | Button — Adds more option rows |
5.7 Pipelines
| Element | Type | Description |
|---|---|---|
| Selector | Combobox | "All pipelines" (default: all) |
5.8 Actions
| Action | Description |
|---|---|
| Cancel | Closes without creating |
| Create field | Saves the new field |
6. Editing an Existing Field
Clicking an existing field's card opens the same dialog in edit mode, with the fields pre-filled. The same options as "Add Field" are available for modification.
7. Usage in Contacts
Custom fields appear as columns in the Contacts table with a ✨ prefix (e.g., "✨ Vehicle of interest").
8. Informational Subtitle
"Define the data that Darwin captures in each conversation — calculated by AI or entered by your team."