Create a field
1
Add the field
Click New structured field, then enter its name and description.
2
Choose its type
Use Enum for authored choices. Text, Number, Boolean, and Date hold workflow values; User, Team, and Tag read their choices from your organization.
3
Check the API name
The API name is generated from the field name. It cannot change after creation because workflows use it as the field’s stable identifier.
Build nested choices
Enum fields show an Add top-level choice button. Hover over any choice and click + to add a child below it. Each choice has a name, description, and immutable API value. Only leaf choices are workflow outputs. For example, leaves with API valuesrefund and invoice resolve as refund||invoice; parent choices only organize the tree.
Use fields in workflows
Reference a field with{{structuredFields.<api_name>}} or choose one of the two Structured Fields actions:
Require fields before closing a session
Open Settings → Workspace → Closing sessions, turn on Require Structured Fields to close, and pick the fields agents must record. When an agent moves a session to a closed status from the inbox, a form asks for the selected fields first. The session stays open until every one of them is filled. Values are saved per session and pre-filled if the agent comes back later. Only human agents are affected. Sessions closed by the AI agent, by workflows, or by connected systems are not held back.Limits
Related Documentation
Agentic Workflows
Build and run customer-support workflows.
AI Actions
Let agents take action in connected systems.
Action Execution
Understand how workflow actions run.
MCP Tools
Use OpenCX tools from an MCP client.