Custom Fields
Extend your CRM contact and company schemas with workspace-specific fields for prompts, segmentation, and reporting.
curl -X GET "https://api.talkturo.com/api/crm/custom-fields" \
-H "Authorization: Bearer tk_test_example_9xmk7q2r"
curl -X POST "https://api.talkturo.com/api/crm/custom-fields" \
-H "Authorization: Bearer tk_test_example_9xmk7q2r" \
-H "Content-Type: application/json" \
-d '{
"name": "Product Interest",
"key": "product_interest",
"type": "select",
"options": ["Voice AI", "CRM", "Analytics"]
}'
curl -X PUT "https://api.talkturo.com/api/crm/custom-fields/cf_a1b2c3d4" \
-H "Authorization: Bearer tk_test_example_9xmk7q2r" \
-H "Content-Type: application/json" \
-d '{
"name": "Account Tier",
"key": "account_tier",
"type": "select",
"options": ["Starter", "Growth", "Enterprise"]
}'
curl -X DELETE "https://api.talkturo.com/api/crm/custom-fields/cf_a1b2c3d4" \
-H "Authorization: Bearer tk_test_example_9xmk7q2r"
Extend your CRM schema
Custom fields add workspace-specific data to contacts and companies beyond the built-in CRM fields. Use them to track details such as account tier, product interest, employee count, or any other attribute your team needs to store consistently.
Those values flow into the rest of Talkturo. You can reference custom fields in assistant prompts, filter campaign audiences with them, and use them in reporting across your workspace.
Field types
Choose a field type based on the kind of value you need to store.
| Type | Use for |
|---|---|
text | Free-form text values |
number | Numeric values |
date | Date values |
select | Predefined option lists |
boolean | True or false values |
Create and manage custom fields
Create custom fields from the dashboard or manage them through the API.
Open Custom Fields in the dashboard
Go to Workspace Settings → CRM → Custom Fields.
Create a field for either the contact schema or the company schema, depending on where you want the data to live.
Define the field
Each custom field includes these properties:
The display name your team sees in the CRM.
The unique field identifier used in variables and integrations. Use a stable key such as product_interest or account_tier.
The field's value type.
The list of allowed values for select fields.
Manage fields with the API
Use these endpoints to list, create, update, and delete custom fields.
The collection endpoint is /api/crm/custom-fields. Individual fields use /api/crm/custom-fields/[id].
Use custom fields in assistant prompts
Assistant prompts can read custom field values from both contacts and companies. This lets you tailor agent behavior with CRM data that is specific to your workspace.
Use these variable patterns in prompts:
- Contact custom fields —
{{contact.custom.key}} - Company custom fields —
{{company.custom.key}}
For example:
{{contact.custom.product_interest}}{{company.custom.account_tier}}
Open the Prompt tab and use the CRM Variable Picker with Ctrl + Space to insert available variables without typing them manually.
Let AI populate custom fields after calls
AI call analysis can extract structured values from transcripts and write them into matching custom fields on contacts and companies.
This helps reduce manual data entry and keeps CRM records current after each call.
Extraction works best when your field names and keys clearly match the information you want captured. For example, fields such as product_interest, employee_count, or account_tier are easier for the system to map reliably than vague labels.
Use custom fields in campaigns
Custom fields also shape who enters a campaign. Filter audience lists by custom field values to target the right contacts and companies for each workflow.
This is useful for segmentation such as:
- contacts interested in a specific product line
- companies in a certain account tier
- records above or below an employee-count threshold
- leads with a qualifying true or false flag