Contact Profiles & Custom Attributes
Build rich contact profiles with custom fields, conversation history, CRM data, activity timelines, tags, and segmentation context.
Step-by-Step Guide
Access Contact Profiles
Click on any contact name in a conversation to open their full profile in the right panel. Click the arrow icon to open the full-screen contact page.
Screenshot: Contact profile panel with conversation history timeline
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Add Custom Attributes
Go to Settings → Custom Attributes → New Attribute. Choose: Contact or Conversation attribute. Set field type: Text, Number, Date, Boolean, or List.
Screenshot: Custom attribute creation form
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Import Contacts via CSV
Go to Contacts → Import. Download the CSV template. Fill in: name, email, phone, company, and custom attributes. Upload. AxoDesk deduplicates by email and phone.
Required CSV columns: name, email, phone Optional columns: company, location, tags, custom_attr_1, custom_attr_2
Create Contact Segments
Segments are dynamic groups. Go to Contacts → Segments → New Segment. Define filter conditions (e.g. Country = US AND Tag = VIP). Segments update automatically as contacts match/unmatch criteria.
Tip: Use segments as audiences for broadcast campaigns for precise targeting without manual contact selection.
Connect External Records
Where an approved CRM, commerce, webhook, or custom integration is enabled, map the fields and sync direction before sending production data. Confirm supported providers and sync scope in your workspace or agreement.
Screenshot: external record mapping settings panel
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