Introducing: Contacts, Tags & Custom Fields

Managing customer data inside Kipps.AI just became more powerful, organized, and flexible. We’re excited to introduce a new Contact Management System built for personalization and smarter automation. With this update, you can now store detailed contact information, organize your audience with customizable tags, and create custom fields to capture the unique data points that matter most to your business. This is a foundational upgrade that enhances how you manage relationships and run workflows on Kipps.AI, making it easier than ever to deliver personalized experiences and targeted campaigns.

What’s New

1. Contacts Module

You can now store, view, and manage all your customer and lead information directly inside Kipps.AI.

• Unified contact profile with basic info
• Timeline of interactions across Chat, Voice, and WhatsApp
• Easy search, sort, and filters

This makes it easier for teams to understand every customer’s history and context.

2. Tags for Smart Segmentation

Organize contacts using customizable Tags to create targeted groups.

• Add multiple tags to any contact
• Filter conversations and contacts using tags
• Build campaign lists based on tag groups
• Perfect for segmenting leads, customers, partners, or VIP users

Tags make audience targeting faster and more accurate.

3. Custom Fields for Deeper Personalization

Every business is different—so now your contact data can be too.

• Add custom attributes like Location, Plan Type, Use Case, Budget, Industry, Status, etc.
• Use custom fields in workflows, integrations, and message personalization
• Fully supports text, numbers, dates, dropdowns, and boolean values

Custom fields help AI agents deliver more context-aware answers and allow teams to store exactly the data they need.

Why This Matters

These updates unlock powerful new capabilities:

• Better lead qualification & nurturing
• More personalized AI responses
• Smarter segmentation for marketing campaigns
• Cleaner and more structured CRM-like experience inside Kipps.AI
• Easier automation based on tags and stored attributes

This is a foundational upgrade that strengthens how businesses manage relationships and run workflows on Kipps.AI.

How to Get Started

1. Access Contacts
   Go to Dashboard → Contacts to view and manage your contact list.
2. Add New Contact Click Add Contact to create a new profile with basic info and custom fields.
3. Create Tags
   Use the Tags section to create and assign tags to your contacts for better organization.
4. Define Custom Fields
   Set up custom fields that are relevant to your business and use them to capture important data points.
5. Use in Campaigns
   Leverage tags and custom fields in your Campaigns for smarter automation and personalization.