Custom columns, tags & reminders
Three ways to add structure on top of every chat: custom columns for stable attributes, tags for fluid segments, reminders for follow-ups.
Custom columns
Section titled “Custom columns”Add your own fields to every chat. Open the custom columns popover from the column header.
Supported types
Section titled “Supported types”- Text — single line
- Long text — multi-line textarea
- Number
- Date — calendar picker
- Multiselect — predefined options, each with its own color
- Checkbox — boolean
For each column you can set a name, a type, whether it is required, a default value, and (for multiselect) the list of options and their colors. Values edit inline from the table or from the chat details panel.
Example configurations
Section titled “Example configurations”- Sales pipeline — multiselect “Stage” with
Lead → Qualified → Demo → Proposal → Won → Lost - Priority — multiselect “Priority” with
High (red) / Medium (amber) / Low (gray) - Revenue — number column “ARR”
- Last contact — date column
- Opt-in — checkbox “Agreed to newsletter”
Permissions
Section titled “Permissions”In a workspace, only owners and admins can create, edit, or delete columns. All members can read and write field values.
Tags are colored labels shared across the workspace.
- Apply from the Tags column on a row, or in bulk from the selection toolbar
- New tags are created on first use and get a random color from the palette
- Names are capped at ~20 characters for display
Tags are a good match for fluid, overlapping segments (e.g., VIP, newsletter, trial-user). Custom columns are a better match for structured attributes you’ll filter and report on.
Reminders
Section titled “Reminders”Reminders are personal to-dos tied to a specific chat.
- Click the Reminders cell on a row, or open the chat details panel
- Click “Add reminder”
- Set a name, optional description, date, time, and timezone
- Save
Pending and overdue reminders are shown with colored badges. In a workspace, reminders created by a teammate show with the owner’s email and are read-only to you.
Delivery to Telegram
Section titled “Delivery to Telegram”Settings → Accounts → Reminder bot setup pairs a shared Entergram bot with each connected account. After setup, any reminder you create lands in your Telegram at its due time.
Folders
Section titled “Folders”Your Telegram folders are mirrored as filter chips above the table.
- Click a folder chip to narrow the table to that folder
- Select multiple folders with shift/cmd-click
- Click “All” to clear the filter
Moving chats between folders
Section titled “Moving chats between folders”- Single chat — in the chat details panel, open the folder manager and toggle folders on/off
- Bulk — select rows and use “Folders” from the selection toolbar
Folder writes through the API can have a small latency; refresh the page if a recent change isn’t reflected yet.