Documentation Index
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The fields a contact can hold
| Field | Meaning |
|---|---|
| Key | The name the value is stored under, e.g. company_name. Used in CSV headers, functions and workflows. Fixed once created. |
| Display name | The label shown in the CRM, e.g. Company Name. |
| Type | What kind of value it holds (see below). |
| Description | Tells the AI what this attribute means, so it extracts the right thing from a call or chat. Write it like an instruction: “The city the customer lives in.” |
| Allowed values | For Fixed values (enum) only: the values the attribute may take, each with a label and an optional description. |
| Default value | What a CSV upload fills in when a row has no value for this attribute. |
| Updatable by AI | When off, the AI does not extract or update it on its own: the chat agent’s update_contact and post-call analysis leave it alone. Writes you set up explicitly, such as a workflow’s Update Contact node, still apply. |
| Show on dashboard | Whether it appears as a column in the Leads table. |
| Required | A CSV upload without this column is flagged before it is saved. |
| Type | Example | Notes |
|---|---|---|
| Text (string) | Jaipur | Stored as typed. |
| Number | 25000 | Anything that is not a number is rejected. |
| True / False | true | Accepts true/false, yes/no, 1/0. |
| Date | 2026-10-08 | Also accepts DD/MM/YYYY, MM/DD/YYYY and DD-MM-YYYY. |
| Date & time | 2026-10-08T15:30:00+05:30 | |
| Time | 15:30 | |
| Fixed values (enum) | hot | Must be one of the Allowed values. |
| List (array) | ["red","blue"] | Or a comma-separated list in a CSV. |
| Object (JSON) | {"line1":"…","city":"…"} | Must be valid JSON. |
India for country.