Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Go to Haptik Website
  • Contact Us
  • Home
  • Smart Agent Chat
  • Admin Settings

Custom Fields (Chat Disposition)

Written by Rahul Garg

Updated on April 8th, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Build Deploy Analyse Manage Account Bot Deactivation
  • Bot Building
    Essentials Smart Skills Steps User Messages Bot Responses Entities Connections Customisations User feedback collection Testing Whatsapp Bots NLU Bot Maintenance
  • Smart Agent Chat
    Set up Admin Settings MyChats Section (Agent Inbox) Live Traffic Section Teams Section Archives Section Analytics Plans on Smart Agent Chat
  • Conversation Design
    Design Basics Design Guides Designing for Platforms Designing WhatsApp Bots
  • Developer Guides
    Code Step Integration Static Step Integration Shopify Integration SETU Integration Exotel Integration CIBIL integration Freshdesk KMS Integration PayU Integration Zendesk Guide Integration Twilio Integration Razorpay Integration LeadSquared Integration USU(Unymira) Integration Helo(VivaConnect) Integration Salesforce KMS Integration Stripe Integration PayPal Integration CleverTap Integration Fynd Integration HubSpot Integration Magento Integration WooCommerce Integration Microsoft Dynamics 365 Integration
  • Deployment
    Web SDK WhatsApp Facebook Instagram Sunshine Conversation LINE Google Business Messages Telegram MS Teams Bot as an API iOS SDK Android SDK
  • External Agent Tool Setup
    Zendesk Chat Salesforce Service Cloud Freshchat Zoho NICE CXOne Gorgias
  • Analytics & Reporting
    Intelligent Analytics
  • Notifications
    SMS Notifications Success Measurement
  • Commerce Plus
    Catalog Integration Bot Building Guide Channel Deployments Unified ML Pipeline Documentation
  • Troubleshooting Guides
    Error Messages FAQs
  • Release Notes
+ More

Table of Contents

Overview Steps to Create Custom Fields on Smart Agent Chat

Overview

Every chat offers crucial insights that brands should record to improve products and services according to customers’ expectations. With Haptik, you can create custom fields so that your chat support team never fails to save important information.

Please note a maximum of 4 custom fields can be created per account.

 

Steps to Create Custom Fields on Smart Agent Chat

Log in to your Haptik account and click on the three horizontal dots to see the Smart Agent Chat option. Click on it to proceed further.


 

On the left side of the panel, you need to select the Admin Settings icon and then choose the Custom Fields card.

 

Once done, click on the Add new custom field button.

 

Give your custom field a name. Please note that you can change the name at any time by simply clicking on the pen/edit icon.

 

After giving a name to your custom field, decide whether its selection type should be single or multi. 
 

 

In addition, turn on the toggle if you want this custom field to be filled compulsorily.

 

At last, enter the values your agents will most likely use for your custom field and then click Save. 

Each value must be separated by a comma. Also, you can delete a created custom field by simply clicking on the Trash icon available on the right side of the field name.

 

 

Now, your chat support team will see your defined custom fields when closing a chat. For example:

In case you have some doubts about this feature, your Haptik SPOC will help you here.

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • How will agents take chats?
  • Bulk Complete Chats Manually
  • How to Use Message Composer Area on Smart Agent Chat?
  • Agent Access to User Details and External Tools

Platform

  • Conversation Studio
  • Smart Skills
  • Advanced NLU
  • Intelligent Analytics
  • Omnichannel
  • Smart Agent Chat
  • Enterprise Security
  • Integrations

Solutions

  • Conversational Commerce
  • Lead Generation
  • Customer Care
  • WhatsApp
  • Conversational IVR
  • Google Business Messages

Industries

  • Retail/ E-Commerce
  • Financial Services
  • Travel & Hospitality
  • Telecom

Knowledge

  • ROI Calculator
  • Reports & Research
  • Case Studies
  • Webinars
  • ISAT
  • Tech Blog
  • Business Blog
  • Resources
  • Haptik v/s Yellow
  • Haptik v/s Liveperson
  • Haptik v/s IBM Watson
  • Haptik v/s Verloop
  • Conversations on AI

Company

  • Why Haptik
  • About Us
  • Careers
  • News & Media
  • Awards & Recognition
  • Contact Us
  • Partnerships
  • Investor Relations

Subscribe

Sign up to recieve the latest updates

Find us on

  • Twitter-footer
  • Linkedin-footer
  • YT-footer
  • Insta-footer
  • G2-footer
  • Facebook-footer

Knowledge Base Software powered by Helpjuice

Copyright © jio Haptik Technology Limited 2021 | Data Security & Privacy Policy | GDPR

North America | Asia Pacific | Africa | enterprise@haptik.ai

Definition by Author

0
0