> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/bot/utility/update-customer-fields.md).

# Update Customer Fields

The **Update Customer Fields** action allows chatbot builders to automatically **store, update, or modify customer information** during a conversation.

This utility action helps businesses maintain accurate customer records by updating fields such as tags, status, preferences, or other customer attributes based on chatbot interactions.

The walkthrough demonstrates configuring customer field updates by setting the action name, selecting a customer field, assigning a static value, and publishing the workflow live.

### When to Use Update Customer Fields  

Use the **Update Customer Fields** action when the chatbot needs to update customer information automatically during a workflow.

#### Common Use Cases  

* Assigning customer tags
* Updating customer status
* Marking qualified leads
* Categorizing users based on responses
* Updating customer preferences
* Tracking campaign participation

#### Example Interaction  

Bot: Thank you for registering for our webinar!\
\
System Action:\
Tag Added → Webinar\_Registered

The chatbot automatically updates the customer profile during the conversation.

### How to Add Update Customer Fields  

Follow these steps to add the **Update Customer Fields** action to your bot workflow.

1. Open **Bot Builder**
2. Drag the output connector from the previous action
3. Open the **Utilities** tab
4. Select **Update Customer Fields**
5. Enter the action name
6. Select the customer field to update
7. Configure the field value
8. Click **Create**
9. Click **Publish** to deploy the changes

### Update Customer Fields Configuration  

When configuring the **Update Customer Fields action**, several fields must be completed.<br>

{% embed url="<https://app.supademo.com/demo/cmpaq6tim06s8xa0jr73maezx?utm_source=link>" %}

#### Action Name &#x20;

The **Action Name** identifies the utility action inside the bot workflow.

This name is visible only within the bot builder.

{% embed url="<https://app.supademo.com/demo/cmpaq8b5t05rkz80jh0ckndzc?utm_source=link>" %}

**Example** &#x20;

Update Customer Tags\
Mark Qualified Lead\
Assign Campaign Tag

The walkthrough demonstrates entering a custom name in the **Action Name** field before saving the action.

#### Customer Field Selection &#x20;

The **Customer Field** dropdown allows you to select which customer field should be updated.

{% embed url="<https://app.supademo.com/demo/cmpaqa6c405rqz80jbqko2b19?utm_source=link>" %}

Example Fields &#x20;

* Tags
* Customer Status
* Customer Type
* Preferences

The walkthrough specifically shows selecting:

Tags

from the dropdown menu to define which field should be updated.<br>

{% embed url="<https://app.supademo.com/demo/cmpaqepck05scz80juug4dl02?utm_source=link>" %}

### Selecting the Correct Field &#x20;

If the selected field does not match your requirement:

1. Open the dropdown menu again.
2. Select a different customer field.
3. Continue configuring the action.

This allows flexibility when updating different customer attributes during workflows.

### Dynamic Value Toggle &#x20;

The **Dynamic Value** toggle determines whether the field value should be:

* Dynamically generated from variables\
  or
* Manually assigned as a static value

### Using Static Values &#x20;

To assign a fixed value:

1. Disable the **Dynamic Value** toggle.
2. Select or enter a static value manually.<br>

{% embed url="<https://app.supademo.com/demo/cmpaqgbzg06q1z70jfkoek7ml?utm_source=link>" %}

The walkthrough demonstrates disabling the toggle to use a predefined static value instead.

### Selecting Tag Values &#x20;

After selecting the customer field:

1. Open the value dropdown.
2. Select the required tag or field value.<br>

{% embed url="<https://app.supademo.com/demo/cmpaqip5s06swxa0j10ncqv5o?utm_source=link>" %}

**Example** &#x20;

Interested\_Lead\
Premium\_Customer\
Webinar\_Registered

The selected value will automatically update the customer profile during the conversation.

### Creating the Action &#x20;

After configuring the field settings:

1. Click the **Create** button.
2. Save the customer field update configuration.

The workflow will now include the **Update Customer Fields** node.

### Workflow Behavior &#x20;

Once triggered, the **Update Customer Fields** action:

* Updates customer information automatically
* Assigns tags or field values
* Modifies customer profiles in real time
* Helps segment and organize contacts

The walkthrough specifically notes:

Update Customer Fields is used to store or modify customer information during a conversation.

{% embed url="<https://app.supademo.com/demo/cmpaqk9s706syxa0jpopym5w4?utm_source=link>" %}

### Publishing the Bot Changes &#x20;

After configuring the action:

1. Review the workflow setup.
2. Click the **Publish** button.
3. Deploy the updated bot actions to production.

Publishing ensures the updated customer field logic becomes active for live conversations.<br>

{% embed url="<https://app.supademo.com/demo/cmpaqlkyt06qnz70jo3w7s34y?utm_source=link>" %}

### Example Workflow &#x20;

**Example Chatbot Workflow** &#x20;

Ask User Interest\
&#x20;       ↓\
Update Customer Fields\
&#x20;       ↓\
Assign Tag → Interested\_Lead

**Example Interaction** &#x20;

Bot: Are you interested in our premium plan?\
\
User: Yes\
\
System Action:\
Customer Tag Updated → Interested\_Lead

The chatbot automatically updates the customer profile based on the user response.

### Best Practices &#x20;

Follow these recommendations when using **Update Customer Fields.**

#### Use meaningful action names &#x20;

Clearly identify what customer information is being updated.

#### Keep customer data organized &#x20;

Use structured tags and naming conventions.

#### Use static values carefully &#x20;

Ensure predefined values match your workflow requirements.

#### Use dynamic values when needed &#x20;

Use variables when customer data changes dynamically.

#### Publish changes after updates &#x20;

Always publish the bot after modifying customer field actions.

### Summary &#x20;

The **Update Customer Fields** action allows chatbot builders to automatically **store and modify customer information during conversations.**

With **Update Customer Fields**, you can:

* Update customer tags and attributes
* Organize customer profiles automatically
* Segment users during chatbot interactions
* Apply static or dynamic field values
* Improve customer data management workflows

This utility action helps businesses maintain **accurate customer records and automate customer segmentation within chatbot workflows.**