Variables

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Introduction

• User Inputs: Data collected from user responses (e.g., names, email addresses).
• System Data: Information retrieved from external sources like CRM systems.
• Computed Values: Results from expressions or calculations within the conversation flow.

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Variable Manager Overview

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Accessing the Variable Manager

1

From the Header

You can access the Variable Manager directly from:

• The top navigation bar, available in both Simple and Advanced Mode.
• The bottom-right corner of the Tree Editor, exclusive to Advanced Mode — alongside zoom and instruction buttons.

2

From a Text Field

You can also access the Variable Manager from a text field — in both Simple and Advanced Mode — whenever the + icon is available.

Only fields that support variables will display the “+” icon.
For example, some duration or static option fields won’t offer variable insertion.

• Go to the Flow Configuration page (Simple Mode), or open a Node (Advanced Mode).
• Click the “+” icon inside the supported text input field.
• At the bottom of the dropdown, click “Variable Manager”.

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Creating and Managing Variables

1

Open the Variable Manager

Click the “+” icon in a text field or use the Variable Manager button (in the header or tree editor).

2

Select the Variable Category

• Pre-call (available before the call starts)
• Collected In-call (captured during the conversation)

Post-call variables are predefined by our team and cannot be created manually. They are only available inside End Call Notifications.

3

Fill in the Variable Details

Field	Description
Type	Select the data type: Text, Whole Number, Decimal, Boolean, or Date & Time.
Display Name	Use a clear, descriptive label (e.g. Customer Name).
ID	Auto-generated from the Display Name — you can edit it.
Description (optional)	Explain the purpose or usage of this variable.
Allow Multiple Entries	Toggle this if the variable needs to hold multiple values (e.g. list of dates).

4

Define Allowed Values (Optional)

Use this section to limit inputs to specific options.

• Add a list of accepted values.
• Optionally assign backend codes to each value.
• Toggle Allow Multiple Entries if more than one value can be selected.

This is ideal for dropdowns or structured inputs (e.g. Issue Type, Region, etc.).

5

Save the Variable

It will now be available anywhere in your flow where variables are supported.

6

Use your variables wherever applicable

Some fields — like the Opening Sentence — do not support the use of in-call variables.When testing your flows via Test Calls, note that Pre-call variables are required, while In-call variables are optional.Also, when uploading a lead file, only the variables you’ve actually used in your flows will appear in the platform’s lead mapping interface.In other words:
If you’ve created variables in the Variable Manager but haven’t used them anywhere, they won’t show up when setting up an outbound campaign or importing leads.

Search, Edit or Delete a VariableTo search a variable:

• Open the Variable Manager.
• Click on the search bar.

To edit a variable:

• Open the Variable Manager.
• Click on the variable name to open its edit form.

To delete a variable:

• Click the Trash icon next to the variable.
• Confirm the deletion in the dialog box.

Deleting a variable will remove it from all flows where it’s used. Proceed with caution!

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Using Variables in Conversations

• In Simple Mode: Simply add a variable to the question step; this will automatically store the user’s response into that variable.
• In Advanced Mode: In the node’s configuration, locate the “Store In Variable” field.

1. Compose the Agent’s Script in any text field within your flow.
2. Insert Variable Placeholder:
   • Click the ”+” icon next to the text field.
   • Select the desired variable from the list.

1. Add an Action Node (e.g., Email Node, SMS Node) to your flow.
2. Configure the Action:
   • Message Content: Include variables by clicking the ”+” icon and selecting the desired variable.
3. Customize the Message with variable placeholders.

1. Add an EndCall Notification to your flow (Email, Slack, API).
2. Write the Notification Message, using the “+” icon to insert dynamic variables
3. Customize the content to provide a clear summary of each completed call.

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Implementing Conditional Logic with Variables

1. Enable Conditional Transitions in a node’s configuration by toggling the “Conditional Branching” option.
2. Add Conditions using variables and operators (e.g., satisfactionScore >= 4).
3. Label Each Condition for clarity.
4. Connect to Subsequent Nodes based on each condition.

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Populating Variables from External Data

1

Download the Lead Template CSV

Go to the Outbound Campaigns section of the platform, then click Download Lead Template.This CSV contains predefined columns where you can add your custom variables.

2

Fill in the CSV with your Lead Data

Open the downloaded CSV and complete it by filling in the lead information, including any custom variables in the appropriate columns.Make sure each variable matches the column header to avoid upload issues.Once completed, upload the CSV back into the platform.

1. Use the Add Lead API Endpoint: PUT /v1/Outbound/{outboundId}/Lead.
2. Include Variables in the callData field of your JSON payload.

PUT /v1/Outbound/{outboundId}/Lead
Content-Type: application/json
Authorization: Bearer <token>

{
  "phoneNumber": "+1234567890",
  "externalId": "lead123",
  "callData": {
    "customerName": "Jane Smith",
    "membershipStatus": "Gold"
  }
}

1. Use the Make Call API Endpoint: POST /v1/Outbound/{outboundId}/Call.
2. Include Variables in the callData field of your JSON payload.

POST /v1/Outbound/{outboundId}/Call
Content-Type: application/json
Authorization: Bearer <token>

{
  "to": "+1234567890",
  "callData": {
    "firstName": "John",
    "accountBalance": "$100"
  }
}

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Examples

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Frequently Asked Questions (FAQ)

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Conclusion

• Collect and Store User Inputs: Gather essential information from users.
• Personalize Interactions: Create tailored experiences for each user.
• Control Conversation Flow: Direct the conversation based on user responses and data.
• Integrate External Data: Incorporate information from other systems for enriched interactions.