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Configure custom metadata fields so users can filter, review, and upload records using the fields your organization cares about.

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Decide What Metadata You Need

When you submit calls via API, you can include custom metadata like:
  • Call type (inbound/outbound)
  • Department
  • Campaign name
  • Customer segment
  • Any other custom fields
Use the Metadata tab to decide which of those fields should appear in the app.

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Add a Metadata Field

  1. Click Create Property
  2. Enter the Property Name - this must match the key you send via API or use during upload
  3. Select the Type
  4. Configure visibility options
  5. Save

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Choose Where the Field Appears

For each metadata field, decide whether users should see it:
  • In item detail views
  • As a Dashboard filter
  • As a Dashboard table column
  • As a default metadata field during upload
Only enable fields where they help users find or understand records. Too many visible metadata fields can make the Dashboard harder to scan.

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Filter by Metadata

Once configured, metadata filters appear alongside Date, Agent, and Score filters on the Dashboard. Users can filter calls by any metadata field you’ve enabled.

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Use the Lookup Table

Use the lookup table when your organization needs reusable key/value mappings with extra properties. Entries can be created, edited, duplicated, or deleted from the app.