Custom Fields

Keep track of relevant customer data with custom fields in contacts’ profiles.

Every customer is unique and should be treated accordingly. Talkdesk’s custom fields feature allows you to keep track of each individual’s distinct characteristics so that you can have more personalized conversations. Record the customer data that matters most to your team by creating custom fields within contacts’ profiles. With custom fields, agents can tailor their conversations to meet the needs of individual callers and thereby improve the customer experience.

Synchronize Fields with Integrations

Talkdesk automatically synchronizes your custom fields and their contents with your integrated business tools such as Salesforce, Zendesk, Desk.com and Pipedrive. This ensures that relevant information stays up-to-date across the systems you rely on.

Unlimited Custom Fields

There is no limit to the number of custom fields you can create with Talkdesk. This means that there is also no limit to the type and amount of information you can collect about your customers. Imagine the possibilities this creates for providing personalized customer service.

Update Custom Fields

Talkdesk’s user-friendly interface allows you to easily edit the contents of the custom field within each customer profile. The updated information is instantly and automatically available to your team. This enhances collaboration between team members and ensures that your customer information is always consistent and up-to-date.

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