You have the possibility to modify and add fields in the information of your conversation (the name of the customer, the zone of the construction site, estimated time of the construction site etc....)
Go to Settings
Click on Chat
On the far right of the table you have a small + which allows you to add an additional column
Fill in the field name
Choose the type of fields
Click on Create property
Here are the fields available to you:
Type of fields | Example |
Short text (1 lign) | "Reference " |
Long text | "Description " |
Number | "Workspace" |
Currency | "Time lost" |
Date | "Start date" |
Geolocalisation | "Delivery adress" |
Checkbox | "Done ✅ / Not done 🔲 " |
Unique choice | Category of tasks (studies, works, finishes, etc.)" |
Multiple choice | "Validation circuits" |
👷🏼 Users, unique choice | "Person in charge of hazard resolution" |
👨🏼🤝👨🏾 Users, multiple choice | "Team to prepare" |
Created by (Auto) | "Julien Turon" |
Created date (Auto) | "12/12/2022" |