Articles on: Contacts & CRM

Getting started with Custom Datas

Learn what custom data is in Crisp and how it helps your team personalize support, routing, and campaigns.


Most businesses already store useful customer context in their own tools: plan, account ID, order history, lifecycle stage, language, revenue, or internal links. Custom data lets you bring that context into Crisp so your team can act with more precision.



What custom data is


Custom data is key/value information that you send to Crisp from your website, backend, imports, integrations, or automation tools.


Crisp uses two main levels of custom data: conversation/session data and contact data.


Conversation or session data


Conversation data is stored at the conversation level. It is useful when the information only applies to the current exchange, such as the page the visitor is on, a submitted form value, or a temporary workflow state.


Contact data


Contact data is stored on the contact profile. It is useful for information that should remain attached to the person over time, such as user_id, plan, company_size, or lifetime_value.


Conversation data can also appear in the visitor data area of a conversation, while contact data stays attached to the profile across conversations.


Custom data displayed on a Crisp contact profile


Conversation/session data and contact data are not the same thing. Use conversation data for the current exchange, and contact data for stable profile context.



Why custom data is useful


Give support teams better context


Custom data helps agents understand who they are talking to without asking repetitive questions.


For example, you can display values such as average_basket_value, transaction_count, plan_price, or average_csat directly in the conversation context. This makes it easier to personalize replies, prioritize requests, and route conversations correctly.


Custom data displayed in a Crisp conversation


Personalize shortcut replies


You can use custom data inside shortcut replies to personalize repetitive answers at scale.


For example, a shortcut can include a customer's plan, account name, or internal profile link, depending on the variables your team stores in Crisp.


Build better campaign targeting


Custom data can also improve automated and one-shot campaigns. You can combine native attributes, such as country or language, with your own data, such as price_plan or trial_status, to send more relevant messages.


Custom data used for campaign targeting in Crisp



Where to go next


To bring custom data into Crisp, start with How can I automatically set custom data? or How to import my user data?. If you only need simple labels, use segments instead.



Updated on: 03/05/2026

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