Skip to main content
While you’re chatting with a customer in bitChat live chat, you can update their details from the conversation — edit their name from the chat header, and view or edit their custom fields in the Additional data card.

​
Prerequisites

  • You can open bitChat live chat.
  • You have a conversation open with a customer selected.

​
Edit a customer’s name

  1. In the chat header, click the customer’s name. The edit-customer modal opens.
  2. Update the details and save.
Live chat header showing the customer's name as a clickable link with the pointer cursor over it

​
Update custom fields in the Additional data card

The Additional data card sits under the Tags card in the live chat info panel. It shows one inline input per custom field, so you can update a customer’s metafields without leaving the conversation.
  1. Open the customer’s info panel and find the Additional data card.
  2. Edit the fields inline. Each field uses the input that matches its type — text, number, options, or date.
  3. Click Save Changes.
After the values save, the button returns to Add or edit field. Additional data card in the live chat info panel showing inline custom fields by type — a text Location field, a Gender field, and a Birthday date field — with the Save Changes button
If the customer has no custom fields yet, the card shows an Add a field state. Use it to add the first field, then fill in its value.