Using Custom Data for Conversation Filters

Once custom data is synced to your Knoon Contacts, it can also be used to filter and prioritize conversations.

This helps your team focus on high-value users, premium customers, or specific cohorts.

How it works

1. Go to Chat > Conversations.

2. Click the “Filter” icon and choose “Custom Data”.

3. Enter a key (e.g. customData.purchaseStatus), select an operator (e.g. ==), and provide a value (e.g. active).

4. Save the filter to view only conversations that match those attributes.

Example use cases

• Prioritize customers with customData.purchaseStatus == 'active'.

• Identify free-trial users (customData.plan == 'trial') who may need conversion support.

• Segment users by region, tier, or engagement level for targeted follow-ups.