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Where to find it

Settings > Data (/dashboard/settings/data).

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Discovered attributes

Halo records every trait and context key you ever send via the SDK or API. The Data settings page surfaces these as three tabs:
TabWhat it shows
User traitsEvery key seen in identify() / userTraits
Company traitsEvery key seen in identifyCompany() / companyTraits
ContextEvery key seen in setContext() / context
For each attribute you can set a description that’s stored on the discovered attribute and surfaced to the AI when it’s reasoning about the field.

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Why descriptions matter

The AI sees your custom fields by name and value. A field called acquisition_channel = paid is reasonably interpretable. A field called tier = 3 is not — does 3 mean “third tier” (high) or “level 3 trial” (low)? A good description like “Customer acquisition channel — paid, organic, referral, or partner” gives the AI the schema it needs to use the field correctly. Set descriptions for:
  • Custom fields with non-obvious names
  • Numeric fields where scale matters
  • Enum fields where the AI should know the allowed values
  • Anything you’d explain to a new teammate
The dashboard saves changes via PATCH /api/settings/attributes/:id.

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Custom fields

Beyond traits the SDK pushes, you can define your own custom fields that you want available throughout the dashboard:
TypeUsed for
textFree-form short text
emailEmail addresses
telPhone numbers
numberNumeric values
dateDates
selectPredefined options
Custom fields are stored at teams.settings.custom_fields and can be:
  • Used in lead capture flows (the AI asks the user for their value)
  • Edited on contact and company detail pages
  • Filtered on in segments
  • Pushed to Halo via the SDK or API like any other trait
Common custom fields:
  • Lead source (text or select)
  • Account manager (text)
  • Region (select: US, EU, APAC)
  • Renewal date (date — though Halo also has dedicated renewal fields)

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What’s not here

A few things this page doesn’t manage:
  • Data retention policies — not surfaced as user-configurable settings
  • Export controls — there’s no built-in CSV export for trait data on this page
  • Deletion requests — for GDPR-type asks, contact support
The Data settings page also has a docs accordion with links to relevant external docs (this site at docs.haloagents.ai).

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Where to go next

User Traits

The traits Halo recognizes natively.

Context Entries

Structured context beyond simple traits.

Send Context

How traits and context flow in via the SDK.