Understanding AI Custom Field

An AI Custom Field in DoubleTick is a powerful feature that automatically analyzes your WhatsApp conversations and updates customer data based on what is being discussed.

Instead of manually reading chats and tagging customers, AI does the heavy lifting for you.

It scans conversations, understands intent, and assigns structured values to customer profiles — automatically.

This means your WhatsApp chats are no longer just conversations. They become organized, measurable business data.

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What Problem Does It Solve?

As your business grows, your WhatsApp conversations increase.

You may have:

• Sales inquiries

• Pricing discussions

• Complaints

• Refund requests

• Renewal follow-ups

Now imagine hundreds or even thousands of chats daily.

Can a team leader realistically read every single conversation?

In small volumes, maybe. In high volumes, not possible.

Manual monitoring becomes:

• Time-consuming

• Inconsistent

• Difficult to scale

This is exactly where AI Custom Fields make a difference.

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How Does an AI Custom Field Work?

The process is simple and practical.

Step 1: You Create a Custom Field

You define a field inside DoubleTick.

For example: Deal Qualification Score

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Step 2: You Define the Possible Values

Such as:

• Highly Qualified

• Moderately Qualified

• Low Qualified

• At Risk

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Step 3: You Instruct the AI

You clearly explain how AI should evaluate conversations.

For example: Analyze buying intent, urgency, and budget signals.

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Step 4: AI Scans Conversations Automatically

AI reads customer messages (and optionally team messages).

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Step 5: AI Updates the Customer Profile

Based on conversation context, AI assigns the most relevant value.

This happens automatically at regular intervals.

No manual tagging required.

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Where Can You Use AI Custom Fields?

AI Custom Fields are flexible and can be used across departments.

Sales

• Lead qualification

• Buying intent detection

• Competitor tracking

• Deal risk identification

Support

• Complaint categorization

• Urgency level detection

• Escalation tracking

Billing

• Refund discussions

• Payment confirmation

• Subscription renewal signals

Retention

• Cancellation intent

• Price resistance

• Customer dissatisfaction

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Why Should You Start Using AI Custom Fields?

If your chat volume is high, manual monitoring will never give you full visibility.

AI Custom Fields allow you to:

• Scale conversation monitoring

• Improve accuracy

• Reduce manual effort

• Enable data-driven decisions

• Generate structured reports

AI reads every conversation. Your team focuses on strategy and action.

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AI Custom Fields transform WhatsApp from a communication tool into a business intelligence system.

They help you organize conversations, track patterns, improve visibility, and make smarter decisions — without increasing manual workload.

As your conversations grow, AI ensures your clarity grows with them.