Custom Fields

Quick Reference Keywords: Custom fields · Contact fields · Field types · Soft delete

Overview

Settings → Custom Fields lets you add account-specific fields on contacts (beyond standard CRM fields). Once created, they appear on contact records, can be mapped on lead sources, and can be filled by AI Field Extractors.

Create a Field

1. Open Settings → Custom Fields
2. Click create / add field
3. Set:
   • Name
   • Type (text, number, select/options, etc. — choose the type that matches how you will use the data)
   • Options when the type requires a list
   • Active (whether the field is available for use)
4. Save

Edit and Deactivate

• Edit name, options, or active state from the list
• Soft-delete / deactivate fields you no longer want on new edits — historical values may still exist on contacts

Prefer deactivating over renaming in ways that break extractors or form mappings already in production.

Where Custom Fields Appear

• Contacts create/detail page
• Lead source field mappers (forms, webhooks, Facebook, API)
• AI Field Entry extractors (text and voice agents)
• AI Agent Instruction dyanmically insert certain contact details, e.g. street address, into your agent's instructions. (text and voice agents)
• Distribution rules (AI selection rules for calendar and users, AI selection rules for lead assignement during inngestion or when a completes a conversation goal)
• Contact filters on the Contacts list

Tips

• Name fields clearly (project_description, gate_code) so extractors and agents reference them consistently
• For AI extraction, add a precise extractor description after creating the field
• Keep option lists short and stable for select-type fields