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Get Started: Contact Attributes

Learn how to create and manage custom contact attributes - define text, number and date fields to store important contact data.

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Written by Tobias Ignatzek
Updated today

Contact attributes let you store and organise important information about your contacts - so you can personalise conversations, build better filters, and run targeted WhatsApp newsletter campaigns.

Why should I use contact attributes?

Use contact attributes in Superchat to:

  • Save key details about each contact (beyond just their name and phone).

  • Filter and segment contacts more precisely based on stored values.

  • Personalise interactions by pulling in saved information (e.g., preferences, signup date, industry).

Who can manage and use contact attributes?

Role

Permission

Admin

Can create, view and delete contact attributes

Can view and edit contact attributes values for contacts

Supervisor

Can view and edit contact attributes values for contacts

Member

Can view and edit contact attributes values for contacts

Which contact attributes and data types are supported?

There are standard contact attributes, custom contact attributes and contact handles in Superchat. Standard attributes and contact handles cannot be renamed or deleted, while custom attributes can.

Standard Attributes are:

  • First Name

  • Last Name

  • Gender

Contact Handles are:

  • Email Address

  • Phone Number

  • Instagram Handle (read-only)

Custom Contact Attributes are individually created by yourself for your workspace and can have the following data types:

  • Text

  • Number

  • Date

  • Date and Time

  • Single-Select

  • Multi-Select

Create and manage contact attributes

To create a new contact attribute:

1. Go to Settings → Contacts → Contact Attributes.

2. Click New Contact Attribute.

3. Enter the name and select the data type (choosing the right one is important for filtering later).

Each contact attribute has:

  • A name (e.g., “Customer ID”, “Plan Type”).

  • A data type (choose carefully, as this affects filtering):

    • Text (text)

    • Number (enables range filters, like “greater than 50”; use text if you have numbers (eg. order numbers) that start with "0")

    • Single-Select (choose one value from a list)

    • Multi-Select (choose multiple values from a list)

    • Date (filter by specific dates)

    • Date + Time (filter by timestamps)


Organise contact attributes

  1. Click on Contacts and select View.

  2. In the dropdown menu, click on the little dotted icon next to the attribute you want to move.

  3. You can also toggle the button on the right, allowing you to see (green) or hide (gray) attributes in your view.


How to filter contact attributes

  1. Click on Contacts (at the top navigation menu)

  2. Select Add filter

  3. Click on the attribute you want to filter your contacts by

  4. You can now set your desired filter using an indicator and text field

  5. Click Apply. Done! 👏


How can I display contact attributes?

  1. In the conversation with the person whose contact attributes you want to see, click on Contact in the upper right corner to open the pop up menu.

  2. After selecting Attributes, you will then be able to see all attributes currently assigned to the contact and can fill them in as you wish.


How can I edit or delete a contact attribute?

To edit or delete a contact attribute, click the corresponding edit or delete icon next to it.

If you want to remove or edit the value of an individual contact attribute, you can simply go to the contact (either through the conversation with them or in the Contacts section) and click on Attributes. Then you can simply press the x next to the attribute to remove it and enter a new value.

Note: If a value has been synced from a CRM like Hubspot, it may not be able to be edited directly in Superchat.

Note: Deleting a contact attribute cannot be undone.

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