Free
UChat Official
Introduction
In this detailed overview, we explore the flexible system of creating and managing user fields within your platform.
User fields are essential for customizing user data, enabling personalized interactions, and organizing information efficiently. This guide covers two primary methods for creating user fields, folder management, and direct creation within flows, ensuring you can tailor your setup to your specific needs.
How to Create and Organize User Fields
1. Creating User Fields from the Contents Tab
Navigate to the Contents Tab: Located on the left-hand menu.
Access User Fields: Click on the User Fields tab at the top.
Create a New User Field:
Press the blue button on the right.
Name your field in the provided input.
Select the field type from the dropdown menu:
Text
Number
Boolean
Date
DateTime
JSON
Add a description (optional) to clarify the field's purpose.
Assign to Folder:
If you have existing folders, select one to organize your user field.
If not, simply save to add it to the main overview.
View and Manage:
Created fields appear in the User Field Overview.
You can edit or delete fields as needed.
2. Creating User Fields within Folders
Create a Folder:
Click "Create Folder".
Enter a folder name.
Click Create.
Organize User Fields:
Use the pen icon beside a user field.
Select the desired folder to move the field.
The field will be relocated from the main overview to the folder.
Benefits:
Keeps your user fields organized.
Simplifies management in complex projects.
3. Creating User Fields Directly in Flows
Within a Flow:
Open any flow from the Flow Overview.
When configuring responses, save data to a user field.
Create on the Spot:
In the dropdown menu, type a new field name.
The system will prompt to create the new user field.
Select the type (text, number, boolean).
This method allows quick creation without navigating away from the flow.
Summary of User Field Types and Uses
Type | Description | Use Case Example |
|---|---|---|
Text | String data, e.g., names, emails | User's full name, email address |
Number | Numeric data, e.g., age, scores | User's age, quiz scores |
Boolean | True/False values | Subscription status, preferences |
Date | Calendar date | Birthdate, appointment date |
DateTime | Date and time | Last login timestamp |
JSON | Structured data in JSON format | User preferences, settings |
Summary
In summary, creating and managing user fields is a powerful feature that enhances your platform's flexibility. Whether through the Contents tab, folders, or direct creation within flows, you can efficiently organize user data to support personalized experiences. Proper use of field types and organization strategies ensures your data remains structured and accessible, ultimately improving your chatbot's responsiveness and user engagement.