> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.bitbybit.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage customer details in live chat

> Edit a customer's name and update their custom fields directly from the bitChat live chat info panel without leaving the conversation.

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.

<img src="https://mintcdn.com/asmaraku/A_ob4WI0AN_TUBvz/images/bitchat-livechat-customer-name-clickable.png?fit=max&auto=format&n=A_ob4WI0AN_TUBvz&q=85&s=6f0a40b74d177a654f264e85e57ff98c" alt="Live chat header showing the customer's name as a clickable link with the pointer cursor over it" width="547" height="103" data-path="images/bitchat-livechat-customer-name-clickable.png" />

## 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**.

<img src="https://mintcdn.com/asmaraku/A_ob4WI0AN_TUBvz/images/bitchat-livechat-additional-data-card.png?fit=max&auto=format&n=A_ob4WI0AN_TUBvz&q=85&s=d938a4a75b8ec9944fcd08568011ee54" alt="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" width="680" height="838" data-path="images/bitchat-livechat-additional-data-card.png" />

<Note>
  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.
</Note>

## Related articles

* [Understanding the anatomy of multi-agent chat](/bitchat/understanding-the-anatomy-of-multi-agent-chat)
* [How to filter chat](/bitchat/how-to-filter-chat)
