About Custom fieds

Custom parameters can be used in emails, SMS, WhatsApp and voice messages in order to provide agent more information about the client.

How to add/edit/delete Custom fields ?

1. Open https://app.convolo.ai/pages/widgets to see all your widgets.

2. Select the widget you want to continue with by clicking the gear icon in the “Settings” column:

3. You can define a list of custom parameters on the widget’s “Main” tab:

Custom parameters are defined through a snippet when a call is ordered from your website. When a call is ordered via an API (for example, from Zapier) it is needed to define manually.

Case example:

You want your sales agents to receive an SMS with the client's name and the client's phone number.
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In order to do this, you will need to enter the widget’s notifications tab and fill in the field "Enter a message to the operator, if the client doesn't answer" in the SMS notifications section:

If you are having trouble setting up custom parameters, please email us at support@convolo.ai