Custom Types
- What Custom Types are and when to use them
- How they relate to built-in entities (Contacts, Conversations) and template types (Events, Services)
- Where to find them in the AutoTalk sidebar
Custom Types let you model your own business data inside AutoTalk without writing code. If AutoTalk's built-in entities — Contacts, Conversations, Messages — don't cover something you need to track, a Custom Type does. In fact, appointment types like Events and Services are themselves custom types, provisioned by the optional Agenda template.
Typical examples:
- Leads / Opportunities — track prospects through a sales pipeline
- Support tickets — inbound issues from first report through resolution
- Inventory items — stock, SKUs, stock levels
- Projects — milestones, deliverables, assigned employees
- Assets — equipment, serial numbers, maintenance history
- Custom contact attributes — when Contacts' fields aren't enough and you need a separate record type
Each Custom Type you create gets its own page in the sidebar, its own form, its own list view, filters, CRUD, and access control.
How Custom Types work
A Custom Type is a template for documents. You define what fields the template has — text, number, date, dropdown, reference to another record — and AutoTalk generates everything else for you:
- A list page with filtering and sorting
- A form to add or edit a record
- A detail view
- Permissions scoped to your company
- Full access via the external API and MCP servers
Behind the scenes every Custom Type document is stored in your company's data and isolated from other tenants — exactly like Contacts or Conversations.
Where to find Custom Types
In the sidebar, open Custom Types. Only owners can create or edit Custom Type definitions; employees can still read and write documents of existing types.
Once you've created a Custom Type, it appears nested under the Custom Types sidebar item, so you and your team can jump straight to the list of records.
Limits
| Limit | Value |
|---|---|
| Custom Types per company | 25 |
| Fields per type | 60 |
| Records per company (across all types) | 500,000 |
| Indexed fields per type | 5 |
If you hit any of these, reach out via the Help & Support → Report a Bug menu.
Next steps
- Creating a Custom Type — step-by-step walkthrough of the builder
- Managing records — adding, editing, and querying documents once the type exists
- Calendar views — show any type with a date field on a calendar (and how the Agenda template uses it)
- Using Custom Types with AI agents and MCP — letting LLMs read and write your Custom Type records