Quickstart: Contacts & User Attributes

If you are embedding the Helply and want the agent to "know" things about a user, you have two options:



1. Contacts (recommended): verified by your backend and safe to use for actions/integrations.
2. User attributes: the easiest way to give the Helply widget extra context about the current user -the kind of information that helps the agent speak more naturally and follow your Guidance.

- For Open Attributes (unsecure info), see User Attributes page

- For Contacts + identity verification, see Contacts page

#When to use them?

Contacts are our recommended approach. They are great when you want to:

• Run actions with contacts data
• Use guidance in the secure context
• You provide sensitive information like user id.

User attributes are great for:

- First name / last name

- Locale / timezone

- Lightweight product context (plan, tier, seat count) as long as it’s not a sensitive information

- Any “help the agent respond better” context that’s not sensitive



#How to use them

Go to: Contacts

Click on the Attributes button. This will open the Manage Attributes modal.

Here, you can set attributes and their types.

Name: name of the attribute. It will be used for creating contact or for filling user attribute.

Type: type of the field.

Description: short description of the field. It helps AI Agent to understand purpose of this field.

Secure: for uncheck for User attribute and checked for Contacts. Secure fields can only be populated by running identify call