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Profile Field Management

MonoChat's CRM module allows businesses to define and manage profile fields for storing customer information. These fields can be used in Flows and Functions to execute business logic. Here's a detailed guide on how to use the Profile Field Management feature in MonoChat.

Understanding Profile Fields​

Profile fields are customizable attributes that can store various types of data about customers. These fields can be created, updated, and used in business logic through MonoChat's automation features.

Creating a Profile Field​

  1. Navigate to Profile Fields: Go to the CRM module and click on "Profile Fields".
Crm Profile Settings

  1. Create a New Field:

    • Click on the "Create" button.

    • Enter the name of the profile field.

    • Define the slug (a unique identifier for the field).

    • Select the type of the field (e.g., string, number, date, file, etc.).

  2. Save the Field: Click the "Save" button to create the profile field.

Updating a Profile Field​

  1. Select a Field to Update:

    • From the list of profile fields, click on the field you wish to update.

  2. Modify the Necessary Details:

    • Update the field name, slug, or type as needed.

  3. Save the Changes: Click the "Save" button to apply the updates.

Using Profile Fields in Flows and Functions​

Profile fields can be utilized in MonoChat's automation features, such as Flows and Functions, to implement complex business logic.

  • Flows: Use profile fields to trigger actions or events based on customer data.
  • Functions: Integrate profile fields into custom business logic, enabling dynamic and personalized interactions with customers.

By leveraging the Profile Field Management feature, businesses can effectively store, manage, and utilize customer information within MonoChat, enhancing their automation and CRM capabilities.