Inbox and customer settings
Fields, tags and customer stages
What you record about people and tickets, and where each contact stands.
Inbox and customer settingsRead it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.
- Fields — contact properties (company, plan, budget) and ticket fields, made here. A person’s values are filled in by your team (Properties in a conversation’s details panel → Edit, or the contact’s page), by the AI Agent when AI Agent → Configure → “Details to ask for and remember” lists the field, by a Flow’s Set property step, by your website’s identify call, and by question sets and surveys. The details panel shows only what is saved, each under its field’s name; hidden fields still show there when they hold a value.
- Tags — customer tags follow the person across conversations; ticket tags label one ticket. Renaming or deleting a tag updates every row.
- Customer stages — the funnel (lead, customer, …). Set it from a conversation or the Contacts table, filter and segment by it, and see the funnel under Analytics → Leads.