> For the complete documentation index, see [llms.txt](https://documentation.proto.cx/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.proto.cx/docs/settings/teamspaces/custom-fields.md).

# Custom Fields

Establish custom data points in Proto AICX.

{% hint style="warning" %}
Requires the **Manage custom fields** permission to create, edit, or delete custom fields.
{% endhint %}

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

A custom field created for conversations applies to both livechats and tickets — it isn't scoped to one or the other. When a ticket is created from a chat, any values already set on that chat's custom fields are copied to the new ticket automatically. See [Tickets → Create a ticket](/docs/modules/tickets.md#create-a-ticket).

Go to **Settings → Teamspace → Custom Fields**.

***

## Create or edit a custom field

1. Select an existing field from the table, or select **Create Custom Field**.
2. Choose whether the field applies to **Conversations** (livechats and tickets) or **People** — set only during creation and can't be changed afterwards.
3. 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.                         |

4. Select **Create** or **Save**.

{% hint style="info" %}
Fields created before conversation custom fields were unified — as ticket-only or livechat-only fields — keep working exactly as before. They now behave as conversation fields alongside newer ones, so they're visible on both livechats and tickets.
{% endhint %}

***

## Delete a custom field

1. Select one or more field checkboxes in the table.
2. Select **Delete Custom Field** and confirm.

***

## Use custom fields

1. In the [**Inbox**](/docs/modules/inbox.md), [**Livechats**](/docs/modules/livechats.md), [**Tickets**](/docs/modules/tickets.md), or [**People**](/docs/modules/people.md) 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.

***

## Custom fields across the workspace

Wherever a conversation custom field has a value, it can also be:

| Where                                                                                                                  | What happens                                                                                                                             |
| ---------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| [Inbox custom views](/docs/modules/inbox/find-and-view-conversations.md#filter-with-views)                             | Filtered on. A condition on a conversation field matches livechats and tickets alike, since the field and value are shared between them. |
| [Tickets](/docs/modules/tickets.md#find-tickets) and [Livechats](/docs/modules/livechats.md#find-livechats) dashboards | Filtered on, using the dashboard's **Custom fields** filter.                                                                             |
| [Exports](/docs/settings/teamspaces/exports.md)                                                                        | Included as a CSV column for both livechat and ticket exports.                                                                           |
| [Auto fill field](/docs/modules/ai-agents/workflows-and-actions/auto-fill-field.md) action                             | Auto-filled by AI, for grouped single-select fields.                                                                                     |
| [Email templates](/docs/settings/teamspaces/email-templates.md)                                                        | Inserted as a variable in ticket email templates.                                                                                        |