Custom Fields — custom fields

Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o

Updated June 21, 20265 min

Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card.

Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But often they are not enough.

Custom Fields let you store any additional user data: trader ID, balance, country, language, source, manager's note, registration date, technical IDs, and other parameters.

When Custom Fields are needed

For example:

the affiliate program returns trader_id

AI identifies the user's country

a manager leaves an internal note

you need to save the deposit amount

you need to pass data via webhook

you need to branch the Flow based on user data.

Custom Fields are additional user variables. A field is created once in the bot settings and then appears in every customer card.

How Custom Fields are filled in

Fields can be filled in automatically or manually.

Method	How it works
Automatically	Via Webhooks & API, AI Recognition, or external integrations
Manually	An operator fills in the field in the customer card

Fields are usually filled in manually for:

notes

manual moderation

sales

support

data from external sources.

Where Custom Fields are used

After they are filled in, the values are available:

Where used	Purpose
Condition	Flow branching based on user data
AI	Personalizing logic and responses
Messages	Inserting data into text
Links	Passing parameters to external services
Webhook	Updating or sending data
Filters	Filtering users
CRM	Displaying data in the customer card

Custom Fields variables

To use values, use the following format: {{fields.ключ}}

Examples:

{{fields.country}}

{{fields.refId}}

{{fields.depositAmount}}

Use the Field Key, not the field name.

How to create a Custom Field

1. Open Custom Fields

Go to: Bot Settings → Custom Fields. If the bot is new, the list will be empty.

2. Click Add Custom Field

Click: Add Custom Field. This will open the form for creating a new field.

3. Select the field type

The type determines: the storage format, validation, and input format.

The type cannot be changed after creation. If you selected the wrong type, create a new field. You can hide the old field using Visible field.

4. Fill in the parameters

For each field, specify:

Parameter	What it means
Field Key	Technical field key
Name	Field name for the operator
Visible field	Field visibility in the customer card
Type	Data type

For Select and Multiselect, also specify a list of values.

5. Click Save

After saving, the field:

appears in the system

becomes available in customer cards

starts working in Flow and AI.

Field types

Type	What it stores	Example
Text	Short text	Ivan
Long Text	Long text	manager's note
Link	Link	https://site.com
Number	Number	5000
Date	Date and time	2030-01-30T10:20:30Z
Select	One option from the list	Registered
Multiselect	Multiple options	Football, Tennis

Text

Text — a short text value. Suitable for: name. ID. country. language. short values. Example: India

Long Text

Long Text — long text. Typically used for: notes. comments. descriptions. internal data.

Link

Link — a link. Example: https://partner.com/user/123

Number

Number — a numeric value. Example: 5000

Date

Date — date and time. Format: 2030-01-30T10:20:30Z. The ISO 8601 standard is used.

Select

Select lets you choose one option from a list. For example: Registered. Deposit. Withdraw. Suitable for: status. country. language. category.

Multiselect

Multiselect lets you choose multiple values at the same time. For example: Football. Tennis. Crypto. Suitable for: interests. tags. attributes. categories.

Select and Multiselect — defining a list of values

For these types, you need to define a list of values in advance. Each value is entered on a new line. Example:

Registered

Deposit

Withdraw

Type	Difference
Select	Only one option can be selected
Multiselect	You can select multiple options at the same time

If you need a free-form text value, use Text or Long Text.

Field Key

Field Key is the technical key of the field. It is used in webhook, AI, variables, API, and Flow.

Field Key example: depositAmount

Use in a message: {{fields.depositAmount}}

Use in webhook: ?fields.depositAmount=5000

For Field Key, use only Latin letters, with no spaces or special characters.

Name

Name is the display name of the field. The operator sees it in the CRM.

In Name, you can use: Russian. spaces. emoji. Examples: Deposit amount. Trader ID. User country.

Field Key and Name are different things.

Field Key	Name
depositAmount	Deposit amount

Visible field

Visible field determines whether the field is visible to the operator in the customer card.

Value	What happens
Visible = ON	The field is displayed in the CRM and is available to the operator
Visible = OFF	The field is hidden in the interface but continues to work in the system

Visible = OFF is usually used for:

technical data

internal IDs

hidden variables

service logic.

Webhooks, Condition, and AI

Webhooks

A webhook can write values to fields. Example: ?fields.balance=5000. Learn more: Webhooks & API — receiving data from external sources.

Condition

Condition can check field values. For example: country = IN. After that, the user can enter the required Flow branch. Learn more: Condition — conditional branching.

AI Reply and Send Message

Custom Fields can be used in messages and AI. Examples: {{fields.country}}, {{fields.depositAmount}}.

AI Recognition

AI can extract data from text, screenshots, or images and automatically write it to Custom Fields. Learn more: AI Recognition — media processing.

Use cases

Arbitrage

The affiliate program returns: trader_id. A postback or webhook writes it to: fields.exnovaTraderId.

E-commerce

Fields are created: orderId, orderTotal, deliveryStatus. The webhook updates the order data automatically.

Support

AI determines the request category: Payment, Access, Technical issue — and writes it to a Select field.

What to keep in mind

The field type cannot be changed.

The field cannot be deleted.

If you made a mistake: create a new field. Hide the old field via Visible field.

What the result should be

After configuring Custom Fields:

the customer card becomes more flexible

AI gets additional data

Flow can branch based on values

webhook can save information

CRM stores the required user parameters.

If something does not work

The field does not appear

Check:

whether the field has been saved

whether the correct bot is open

whether the field is hidden via Visible field.

The value is not written via webhook

Check:

whether Field Key exists

whether fields.* is written correctly

whether there is an error in the request.

The variable is empty

Most likely, the field:

has not been filled in yet

or the wrong Field Key is being used.

You cannot change the field type

This is a system limitation. The type is fixed after creation.

Frequently asked questions

Bot Settings

Bot Settings is the main settings section for a specific bot. It contains settings that apply to the entire bot: name, description, status, timezone, response delays, notifications, webhooks, custom f

Webhooks & API — receiving data from external sources

With a webhook, an external service can update user data, change the chat status, switch Flow steps, write values to Custom Fields, add or remove tags, and manage the conversation from an external sys

AI Recognition — media processing

AI Recognition — media processing with AI AI Recognition is a feature inside Automation & AI that allows AI to process the user's media files. AI can work with: voice messages; photos; video note; ima

Condition — conditional branching

The Condition step branches the flow based on exact values in the lead’s data. Tag exists — left. deposit greater than $100 — right. time from 12 to 18 — third branch. This is the opposite of “AI Rout

Customer Card

The client card is the right-hand panel in , which opens when you click a chat. It contains 3 tabs : Chat data (current lead parameters + actions), Events (event feed), Media (all files from the conve

Custom Filters — saved segments

The Bot Settings → Custom Filters section is where saved filters for lead segmentation are created. These are pre-built combinations of conditions that select the required audience from the entire dat

Sale Status — sales funnel stages

The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already

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