AI Assistant (Leat MCP)
July 20
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Custom attributes
Standard customer profiles rarely capture what matters most to your business, such as a customer’s size, preferred class, favorite property, or most-purchased vintage. Leat lets you create fields for the customer and activity data you need, then use them anywhere a standard field works.
Create attributes for preferences, sizes, seating requests, legacy membership numbers, internal notes, survey answers, and other business-specific data. Group related attributes to keep profiles clear and manageable as the number of fields grows.
Custom attributes can sit on transactions, rewards, and visits as well as customer profiles. Record which staff member handled a transaction, which table or treatment room was used, or why a reward was issued. The context stays with the activity it describes instead of being flattened onto the profile or lost.
Populate attributes through connected integrations, branded forms and surveys, the API, or staff input during a conversation. A preference shared at the counter and one submitted through a form update the same field, so customer knowledge remains consistent across channels.
Every custom attribute works like a native Leat field. Use it as a segment condition, automation trigger, personalization variable, or input for decisioning as soon as it is created. No separate mapping exercise or support request is needed before the data becomes actionable.
Complete preference data
Information shared through forms, surveys, connected systems, and staff conversations becomes part of the same customer record.
Industry-specific attributes
Profiles can reflect the sizes, classes, properties, products, and preferences that matter to the business.
Event-level context
Details about transactions, visits, and rewards remain attached to the activity they describe instead of being lost or added permanently to the profile.
Legacy data continuity
Membership numbers, internal classifications, and other business-specific fields can be preserved when moving from an existing program.
Personalized campaign targeting
Attributes missing from standard customer records provide additional context for audience selection and personalized content.
Informed automation & decisioning
Customer, transaction, reward, and visit-level attributes provide more relevant inputs for workflows and decisions.
