Custom fields

Create custom fields to add relevant customer information and data essential for your business.

Each customer is unique and that is how they should be treated. With our custom fields feature included in our contact center software, you can keep track of basic and more detailed information related to your clients.

With detailed information entered in custom fields, your agents can tailor their approach to meet the caller’s individual needs and thus improve customer experience.

For example, if you operate perfume e-commerce, you can add a custom field entitled Favorite Perfume. When your client calls, you will be able to recommend similar perfumes to them based on this information. Custom fields allow you to make customer interactions even more personalized and increase sales.

Unlimited number of custom fields in our contact center solution

You can create as many custom fields as you wish, so you can add as much information about your customers as you need. Imagine the possibilities this gives to your agents to provide personalized customer service.

Simply create and edit your custom fields

In our contact center tool, you can easily create custom fields in a few minutes. In CloudTalk’s interface, just click on the General Settings tab, create a custom field, and give it a specific name. After you save the changes, the field will be automatically added to each contact and you can start feeding in the information.

When adding a new contact, you can fill in custom fields along with the pre-defined ones.

Monitor and keep track of relevant customer data with custom fields displayed in each customer’s contact detail.

These features might be interesting for you

• Callback – Thanks to callback feature, there won’t be any unanswered phone calls in your call centre, because CloudTalk will automatically call your customers back.
• Call flow designer – With Call Flow Designer, you can also set a customized sequence of steps individually for each phone number according to your evolving business needs.
• SMS/Text Messages – This feature allows you to send personal messages or general notifications to your customers and make your contact center work much more effective. 
• IVR – This popular call center feature helps with guiding the caller through different options and make sure they are always directed to the right department, agent or group of agents.