How to create a new column

You can create a new column inside the contact database to display the information fetched from the customer.

Here's a step-by-step guide for creating a new column:

  1. Go to Contact section.

  2. Click on Columns icon.

  3. Click on Add column button.

  4. Add a name inside the Name field.

  5. Specify the type of data that need to be captured:

    • Text: If you select this option, the field will accept only alphanumeric values.

    • Number: If you select this option, the field will accept only numbers.

    • Date: If you select this option, the field will accept only the date format.

  6. Specify the kind of the field in the chat widget

    • Generic: If you select this option, the value needs to be entered from member side in the conversation detail pane and the question won't be displayed in the chat widget

    • Pre chat Question: If you select this option, the question will be displayed in the chat widget before initiating the conversation.

    • Post chat Question: If you select this option, the question will be displayed in the chat widget after ending the conversation.

  7. Click on Proceed button.