Attributes

Configure chatbot attributes to collect user details and reuse them in later chatbot messages.

Configure chatbot attributes to collect user details and reuse them in later chatbot messages.

Attributes, also known as personalized fields, store information from chatbot users. Use them for details such as name, email, address, or other conversation data.

Configure chatbot attributes

Configure attributes when the chatbot needs to ask for user details.

In this example, the chatbot greets users and requests their names.

Chatbot flow requesting a name.

Assign existing attributes to the chatbot with these steps.

  1. Open the Welcome message & interactions section.

    You use these sections to define chatbot communication:

    Welcome Message and Interaction options.

  2. Select the interactive message type for the welcome message or interaction.

    This example uses a Regular Message with numbered options.

    Interactive message type options.

    You add an attribute to a Regular Message for the Welcome Message with these steps:

    1. Select the Regular Message interactive message option.

    2. Define the welcome message that starts the chatbot conversation.

      Enter a message that matches the selected channel limits:

      • SMS: 160 characters
      • WhatsApp and RCS: 1024 characters

      For this example, enter:

      Welcome. Could you provide your name, please?

      Welcome Message field with a name request.

    3. Use the "Menu Prefix" option to set the available user options.

      Define each number or letter as one response.

      Instruct users to send the single-character keyword to continue the chatbot flow.

      Menu Prefix options.

      Next, define where the user goes after selecting a menu option.

      In this step, set the attribute.

      • From Redirect Type, select "Attribute".

        Redirect Type set to Attribute.

      • Use the Attribute dropdown menu next to Redirect Type.

        Attribute dropdown.

        Choose the attribute to request from the user.

        For this example, choose "Name".

        Name attribute option.

        :::note

        You see contact list columns in the Attribute dropdown menu.

        :::

        Select "New Attribute" to create a new data field.

        Define the attribute name and type.

        New Attribute form.

        Define these fields:

        • Name field: Enter a unique name that identifies the data collected in the interaction.
        • Type selection: Select Phone, Email, Number, Text, or GeoLocation.
      • Configure the next destination after selecting the “Name” attribute.

        Select an available interaction from the Redirect to dropdown menu.

        Redirect To dropdown.

      • After you configure Attribute, Redirect Type, and Redirect To, add a webhook when needed.

        Add a webhook when the flow sends data to an external system.

        The webhook option is deactivated by default. To enable it, switch on the Webhook toggle.

        Review Setting Webhook for details.

        Select "Add" to add the attribute.

        Webhook toggle and Add button.

      • Review the attribute in the menu item table.

        You see menu items in ascending order as you add them.

        In this example, you set one attribute.

        Configured Name attribute.

        :::warning

        • Select the checkbox to save the user's data to the contact list column.
        • Create the column after at least one user enters the requested information.
        • Leave the attribute unselected to prevent the contact list from saving the requested information.

        :::

        :::note

        • Store the requested information temporarily during the interaction.
        • Set one attribute for each interaction.
        • Use attributes only with Regular Message.

        :::

        After you configure the Welcome Message, you define the Interaction flow.

  3. Define how the chatbot engages with users.

    Create automated responses, questions, or actions based on user inputs or triggers.

    This step maps the dialogue structure for the chatbot.

    Use the same steps to configure an Interaction.

    In an Interaction, redirect the user to another interaction when the flow requires it.

    In this example, you define the following interaction:

    Interaction 1 with Name attribute.

    "Interaction 1" uses a Regular Message to guide the user to the next action. You enter this message:

    Thanks [[Name]], please select one of the following options:
    1. Attributes: You use the Name attribute collected earlier in the conversation.

    2. Menu options: You provide three predefined options:

      • Track Order: Redirects to Interaction 2.
      • Order Issues: Redirects to Interaction 2.
      • Contact Center: Redirects to a Live Chat Agent.
  4. Define the required chatbot sections before final review:

    Select "Next" to proceed to final review before the chatbot goes live.

Attributes collect user information and personalize later chatbot responses.