Who can use this
- Users with Reporting create access can manage custom fields.
- Fields can be organization-level or team-level depending on where you add them.
Field types
- Sentence: captures themes or excerpts from customer conversations.
- Picklist: groups results into configured options.
- Numerical: groups numeric values into configured ranges.
Create a field
- Open Reporting.
- Select Custom Fields.
- Choose whether to add the field at the organization level or a team section.
- Enter a field name.
- Choose the field type.
- Write a clear description.
- Add picklist options if the type is picklist.
- Choose dialogue focus.
Use AI suggestions
AI-assisted field generation can draft a field name, type, description, focus, and picklist options. Review the suggestion before saving it. Generated configuration should be treated as a draft, not a final operating definition.Keep fields clean
- Avoid duplicate field names.
- Do not use periods in field names.
- Prefer stable names because saved charts and email cadences reference fields.
- Delete fields only after checking dashboards, cadences, and workflows that may depend on them.
- Add default reporting fields when you want a verified starting set instead of writing every field manually.