Contacts
Capture any attribute about your customers: loyalty tier, last product, preferred language, birthday, account tier. Use it in messages, segments, and bot logic.
Text, number, date
Dropdown, boolean
Fields
Per workspace
Anywhere
Messages, bots, filters
Captured by bot
From conversations
Text (short or long), number, date, datetime, boolean, dropdown (single-select), multi-select. Type validation ensures clean data.
Bot can save fields during conversation: ask 'What's your loan amount preference?' → capture into {{loan_preference}} field. Used in subsequent personalization.
Insert {{any_custom_field}} into message body or button labels. Each recipient gets personalized text based on their field values.
Build segments based on field values: 'tier = gold', 'birthday this month', 'last_order > ₹5000'. Powers targeted campaigns.
Bot flows can branch based on field values: 'if {{tier}} = VIP, route to premium agent'. Logic without code.
Bulk update field values via CSV import. Or sync from external systems via API — keep Edesy in lockstep with your CRM.
Workspace → Custom Fields → Add. Pick a name (e.g. 'loyalty_tier'), a type (dropdown), values (Bronze/Silver/Gold), default value. Saved instantly.
Bulk update via CSV (column maps to field), via API (POST batch updates), or per-contact in the UI. Bot conversations can also populate fields automatically.
In a message template: 'Welcome back, {{first_name}}! Your {{loyalty_tier}} status unlocks exclusive offers.' Each recipient sees their own tier.
Build a segment: 'loyalty_tier = Gold AND last_order < 30 days'. Target your most engaged top-tier customers.
Bot can read fields to make decisions: 'IF {{loyalty_tier}} = Gold THEN offer premium concierge'. Personalization at the conversation level.
| Feature | Edesy | Typical competitor |
|---|---|---|
| Custom fields | Limited | |
| Data types beyond text | ||
| Number of fields | Unlimited | 5-20 |
| Bot can capture fields | ||
| Personalization in templates | ||
| Use in segments / filters | Limited | |
| Use in bot branching | ||
| CSV bulk update |
{{loyalty_tier}} field set per contact (Bronze/Silver/Gold). Messages reference tier; segments target tiers separately.
Tier-segmented campaigns 3x better than generic
{{birthday}} field stored per contact. Daily workflow runs: for contacts whose birthday is today, send a personalized greeting + birthday discount.
1.7% of customers redeem the birthday offer (4x industry)
{{loan_application_stage}} tracked: applied / documents_pending / approved / disbursed. Bot routes conversations based on stage.
Application completion up 38%
{{grade}} field captures student's year. Course recommendations and content match grade automatically.
Course-fit conversation rate up 60%
{{care_plan}} field stores patient's treatment plan. Reminders, follow-ups, and health tips align with plan stage.
Patient adherence up 25%
{{budget}}, {{cities}}, {{bedrooms}}, {{must_haves}} all captured by bot. Used to match listings and route to right agent.
Lead-to-meeting conversion 2.5x
Free workspace, unlimited custom fields, full type support. Most teams have their first useful field defined within 10 minutes.