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Update customer details while handling a conversation in Livechat. You can edit the customer’s name from the header and update custom fields from Additional data.

Before you start

Open a customer conversation in bitChat > Livechat.
1

Edit the customer's name

  1. Click the customer’s name in the chat header.
  2. Update the customer details.
  3. Save the changes. Customer name selected in the Livechat header
2

Open Additional data

Open the customer information panel, then find Additional data below the Tags card.
3

Update custom fields

  1. Edit the fields inline.
  2. Click Save Changes.
Each field uses an input that matches its type, such as text, number, option, or date.Additional data fields in the Livechat customer panel
If the customer has no custom fields, Additional data shows Add a field. Use it to add the first field, then enter its value.