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Personalization and identity

Overview

Use Messaging metadata to personalize conversations. Use identity tokens when the conversation must belong to a verified signed-in user.

Limitations

Messaging metadata is not proof of identity. Do not authorize access to an account from a browser-supplied email address or identifier alone.

The SDK accepts up to 50 custom metadata fields. Keys have a 256-character limit; string values have a 1,024-character limit.

Nested objects and arrays are discarded. See the metadata differences before migrating complex payloads.

Capabilities & configuration

Choose the correct Messaging mechanism for the data you need.

GoalMechanism
Personalize greetings or supply variable valuesSDK metadata and setMetaFields.
Supply sensitive values for configured toolssetSensitiveMetaFields and the tool’s documented configuration.
Identify a signed-in userA backend-minted identity token for an existing end-user record.
Restore a user’s conversation on another deviceA fresh token for the same end_user_id.

Identity tokens are short-lived and single-use. Mint a new token for each device, sign-in, or exchange attempt.

Implementation & usage

Coordinate Messaging identity with the team that owns your application’s authentication.

To plan an identified integration:

  1. Have your backend create or find the end-user record with the End Users API.
  2. Mint an identity token on the backend for that end_user_id.
  3. Pass the token through the SDK’s documented identity configuration.
  4. Handle identity errors explicitly in your application.
  5. Test reset, sign-out, account switching, and a second device.

The SDK can continue anonymously after an identity-token error. Treat authenticated access as a separate application requirement.

Follow Identity getting started for the complete flow. Keep API keys on your backend.

The Conversations API’s custom-channel creation flow is separate from a native SDK session. Use the SDK to open the Messaging conversation.

Review Data controls and the identity lifecycle rules with your implementation.