Skip to main content

​
Auto-Created Company Properties

The standout capability: the AI creates the properties your business needs, on its own. It studies your conversations, works out what your team actually tracks, and generates those custom fields automatically — then keeps them filled on every chat.
  • A real estate team gets fields like Property Type and Budget.
  • A SaaS team gets Plan Interest and Seat Count.
  • A travel team gets Destination and Travel Dates.
You don’t configure anything. It learns your business from your chats.

​
Custom Properties

When you want a specific field, admins can add it in a few clicks from Team Inbox → Settings:
  1. Click + Add Property
  2. Choose the type — Text/Number or Dropdown
  3. Write a short description of what to capture (this is how the AI understands it)
From then on, the AI fills that property in on every relevant chat, going forward.
Renaming, adding, and deleting properties and options is available to the Admin role only. Employees can change a property’s value, but not the property itself.

​
Customising an Existing Property

1

Open the Property Options

All properties and options are customisable — you can rename, add, or delete properties and their options. Click the three dots next to a property to view the available options.Click the three dots to view the Rename property and Delete property options
2

Change a Value or Add an Option

Open the option drop-down to change the property value or add a new option to the list. Then click Save changes to apply.Change property value or add a new option, then save

​
Adding a New AI Property

1

Click 'Add AI Properties'

Click on the “Add AI Properties” button at the top of the AI Properties panel.Add AI Properties button at the top of the AI Properties panel
2

Define the Property

Enter the Property name, choose the Property type (Text/Number or Dropdown), and then describe the property.Add property dialog with name, type and description fields
The description is crucial — the AI understands what to capture based on it. Write a short, specific sentence describing exactly what the property represents.

​
Configuring from Team Inbox Settings

You can also manage AI Properties outside of an individual chat, from the Team Inbox settings.
1

Open the Integration Page

You can customise AI Properties directly from the Integration page in the Team Inbox settings.Integration page in Team Inbox settings
2

Open AI Property Configuration

Click on “AI Property Configuration” to configure your AI Properties.AI Property Configuration option

​
Next Steps

AI Filters

Filter your whole inbox by any of these properties

AI Insights on a Chat

See the sales brief the AI writes on every conversation