Custom columns & tags
Custom columns and tags are what turn the chat list into a CRM. Both are edited inline from the table or from a chat’s details panel.
Custom columns
Section titled “Custom columns”A custom column is your own field added to every chat — status, deal stage, owner, priority, budget, anything. Values are per-chat.
In a workspace, values are shared by Telegram chat ID: if two teammates have the same contact or group, they see the same column values on it. Update Stage once and the whole team sees it. See Privacy & data sharing.
The six field types
Section titled “The six field types”| Type | Use for |
|---|---|
| Text | Short single-line values |
| Long text | Multi-line notes |
| Number | Numeric values |
| Date | A date (date picker) |
| Checkbox | Yes / no |
| Multiselect | One or more options from a defined, color-coded list |
Create, edit & delete a column
Section titled “Create, edit & delete a column”Open the Custom Columns control in the table header, then Add column:
- Name — must be unique, max 40 characters.
- Type — defaults to Multiselect.
- Options (Multiselect only) — add each option (max 20 characters, no duplicates); each gets a color, blue by default.
- Required? — optional toggle.
- Rename with the pencil icon (saves automatically).
- Reorder by dragging the grip handle in the popover.
- Delete with the trash icon — this clears that column’s values from every chat and is recorded in the workspace activity log, so confirm first.
In a workspace, only owners and admins create, edit, or delete columns; all members can read and write the values.
Tags are colored labels you apply to chats — ideal for fluid, overlapping segments like VIP, newsletter, or trial-user.
- Create a tag with a name and color (blue by default); duplicate names are rejected.
- Apply from the Tags cell on a row, or in bulk from the selection toolbar.
- Filter by tag from the Filter button.
Use tags for loose segments and custom columns for structured attributes you’ll filter and report on.