Shared with permission from Meta. UX copy was updated to be more “human” and better guide the user through the process of setting automation within Kustomer. Click the arrows to toggle between the “Before” and “After” of my suggested copy updates.
The following descriptions appeared in tooltips next to available data types to help provide clarity around options as users select attributes. (See article here for more context).
| Type | Tooltip |
| Single line text | A single line of freeform text. Limited to 250 characters. |
| Paragraph | A freeform text field that can wrap to multiple lines. For example, freeform notes related to a transaction. Limited to 1024 characters. |
| Number | A numeric value. For example: price, quantity, or a numeric tracking number. |
| Date | for example, 01/01/2020. The formatting will match whatever language is set in Personal > Preferences (i.e. English US mm/dd/yyyy, English UK dd/mm/yyyy). |
| URL | A freeform field for inputting a URL address. For example, https://www.example.com |
| True/False | A dropdown list for selecting true or false as a response. |
| Multi-level list | A list of text values that can include nested sub-categories. example, Level 1 > Item 1. Limited to 2500 items. If using in a chat assistant, limited to 32KB which is around 200-225 items, depending on how long the names of options are. |
| ID | Allows you to select any one KObject (custom object) from the timeline and surface it as an attribute. For example, a KObject (from an Order Klass) with order information could be selected and surfaced when viewing a conversation or a customer. |
| User Picker | A dropdown list to select an agent or Kustomer admin from. Only active users in your organization can be selected. |
| Customer Picker | A dropdown list to select a customer name from. |