Custom Fields

Establish custom data points in Proto AICX.

Custom fields are unique data collection points you can apply to livechats, tickets, and people for your own tracking needs.

Go to Settings → Teamspace → Custom Fields (under Livechats, Tickets, or People).

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Create or edit a custom field

1. Select an existing field from the table, or select Create Custom Field.

2. Configure the options:

Field	Description
Type	Input format — set only during creation. Options: Text, Number, Toggle switch, Dropdown, Date.
Name	The field's label.
Description	Brief description to distinguish this field in the table.
Default value	Auto-applied value until overwritten — set only during creation. Format reflects the Type.

1. Select Create or Save.

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Delete a custom field

1. Select one or more field checkboxes in the table.

2. Select Delete Custom Field and confirm.

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Use custom fields

1. In the Inbox, Livechats, Tickets, or People dashboards, select a conversation or person.

2. In the right-side panel, scroll to the Custom Fields accordion.

3. Select the edit button next to a field and modify its value.

4. Press Enter, Tab, or click outside the field to save.