> ## Documentation Index
> Fetch the complete documentation index at: https://docs.periskope.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Custom Properties
> Create custom fields to organise and track information across your WhatsApp chats and groups.
***
## Overview
Custom Properties allow you to add additional data fields to your WhatsApp chats and tickets in Periskope. These properties appear in the **Properties tab** of the right side panel in any chat or ticket, enabling your team to capture and view important information for each conversation.
Properties are organised into **sections**, and you can create different properties for chats and tickets independently.
## Setting Up Custom Properties
### 1. Go to Settings → Custom Properties
Go to **Settings** from the left sidebar and click **Custom Properties** under the Organisation section.
***
### 2. Select the Chat or Ticket tab
You'll see two tabs at the top — **Chat** and **Ticket**. Select the tab depending on where you want the property to appear.
You'll see existing sections like **Default**, which already includes properties like Org ID, Org Name, Plan, and more.
***
### 3. Create a new section
Properties are organised into sections. To create one:
1. Click **+ New Section** in the top right
2. Give the section a name — for example, "Tax Info" or "Account Details"
***
### 4. Add a property to the section
1. Click on the section to open it
2. Click **+ Add New Property**
3. Enter a property name
4. Select a property type
5. Configure any additional settings based on the type selected
6. Click **Create Property**
Your property is now available across all chats or tickets in your workspace.
> **Note:** For tickets, you can mark certain properties as **mandatory** — ensuring your team always captures critical information before closing a ticket.
***
## Types of Custom Properties
Periskope offers six property types to cover different business needs:
| Type | What it's for |
| :--------------------- | :----------------------------------------------------- |
| Text | Free-form information — names, notes, account details |
| Date | Date picker — renewal dates, sign-up dates |
| File Upload | Attach files or documents directly to a chat or ticket |
| Single-Select Dropdown | Pick one option from a predefined list |
| Multi-Select Dropdown | Pick multiple options from a predefined list |
| Dependent Dropdown | Hierarchical selection — up to three levels deep |
***
## Viewing and Filling in Custom Properties in a Chat
Once properties are created, your team can view and fill them in from any chat or ticket.
1. Open any chat
2. In the right-side panel, click the **Properties** tab
3. You'll see all your sections listed — like Tax Info, ARR, or any custom ones you've created
4. Click any field to fill it in or update it
> **Tip:** Custom properties filled in here — like `org_id` — can also be used by the Org Assistant to look up customer details and run Custom Tool actions without you needing to open the chat.
***
## Managing Custom Properties
### Moving properties between sections
You can move a property from one section to another at any time to reorganise your structure.
### Reordering and deleting sections and properties
Sections and properties can be reordered or deleted as your needs change.
### Filtering chats and tickets by custom properties
You can filter your chat or ticket inbox based on custom property values — for example, showing only chats where Plan is "Enterprise" or where a specific dropdown value is selected.
***
## Best Practices
**Keep it organised** — Group related properties into logical sections so your team can find what they need quickly.
**Use clear naming** — Make property names self-explanatory so there's no confusion about what to fill in.
**Start with essentials** — Begin with the most important properties and add more as needed, rather than creating everything at once.
**Review regularly** — Periodically check your properties to make sure they're still relevant and remove any that aren't being used.
**Train your team** — Make sure everyone knows how and when to fill in custom properties, especially any that are marked mandatory for tickets.
***
***
### 2. Select the Chat or Ticket tab
You'll see two tabs at the top — **Chat** and **Ticket**. Select the tab depending on where you want the property to appear.
You'll see existing sections like **Default**, which already includes properties like Org ID, Org Name, Plan, and more.
***
### 3. Create a new section
Properties are organised into sections. To create one:
1. Click **+ New Section** in the top right
2. Give the section a name — for example, "Tax Info" or "Account Details"
***
### 4. Add a property to the section
1. Click on the section to open it
2. Click **+ Add New Property**
3. Enter a property name
4. Select a property type
5. Configure any additional settings based on the type selected
6. Click **Create Property**
Your property is now available across all chats or tickets in your workspace.
> **Note:** For tickets, you can mark certain properties as **mandatory** — ensuring your team always captures critical information before closing a ticket.
***
## Types of Custom Properties
Periskope offers six property types to cover different business needs:
| Type | What it's for |
| :--------------------- | :----------------------------------------------------- |
| Text | Free-form information — names, notes, account details |
| Date | Date picker — renewal dates, sign-up dates |
| File Upload | Attach files or documents directly to a chat or ticket |
| Single-Select Dropdown | Pick one option from a predefined list |
| Multi-Select Dropdown | Pick multiple options from a predefined list |
| Dependent Dropdown | Hierarchical selection — up to three levels deep |
***
## Viewing and Filling in Custom Properties in a Chat
Once properties are created, your team can view and fill them in from any chat or ticket.
1. Open any chat
2. In the right-side panel, click the **Properties** tab
3. You'll see all your sections listed — like Tax Info, ARR, or any custom ones you've created
4. Click any field to fill it in or update it
> **Tip:** Custom properties filled in here — like `org_id` — can also be used by the Org Assistant to look up customer details and run Custom Tool actions without you needing to open the chat.
***
## Managing Custom Properties
### Moving properties between sections
You can move a property from one section to another at any time to reorganise your structure.
### Reordering and deleting sections and properties
Sections and properties can be reordered or deleted as your needs change.
### Filtering chats and tickets by custom properties
You can filter your chat or ticket inbox based on custom property values — for example, showing only chats where Plan is "Enterprise" or where a specific dropdown value is selected.
***
## Best Practices
**Keep it organised** — Group related properties into logical sections so your team can find what they need quickly.
**Use clear naming** — Make property names self-explanatory so there's no confusion about what to fill in.
**Start with essentials** — Begin with the most important properties and add more as needed, rather than creating everything at once.
**Review regularly** — Periodically check your properties to make sure they're still relevant and remove any that aren't being used.
**Train your team** — Make sure everyone knows how and when to fill in custom properties, especially any that are marked mandatory for tickets.
***