Variables

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What is a Variable?

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System Variables

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Available system variables

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Usage in system prompts

Today is {{current_date}}. The caller's number is {{customer_phone}}.
You are {{assistant_name}}.

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Usage in mid-call tools

• The request URL
• A header value
• A static field in the request body

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Call Variables

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Variable Configuration

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Variable Definition

1. Define variable names and default values
2. Pass values when creating calls/leads or importing clients
3. Variables are immediately available in prompts and during the call
4. Use them for personalization and context

• Variable Name: The identifier (e.g., customer_name)
• Default Value: Used if no value is passed (e.g., “John”)

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Variable Usage

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Usage in System Prompts

• Reference variables using the syntax {variable_name}
• Personalize conversations dynamically
• Provide context-specific information

• {customer_name} for personalization (“Hello ”)
• {email} for calendar integrations
• {account_type} for tailored responses
• {company} for business context

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Data Sources

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Manual Entry

• When creating individual calls
• Via campaign lead creation

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Import Methods

• CSV Import: Import leads with variable columns
• API Integration: Direct integration with client data
• Direct CRM Synchronization: Connect to your CRM system

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Automation Platform Integrations

• GoHighLevel (GHL): Automatically fetch contact data and custom fields
• Google Sheets: Import leads with variables from spreadsheet columns
• 250+ popular tools and platforms: Use our no-code platform for integrations
• Webhooks: Custom integrations via webhooks for bespoke use cases

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Platform Integration

• Automatically populated from client profiles
• Connected to existing customer databases
• No-code automation workflows

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Best Practices

1. Use meaningful variable names: Use clear names like customer_name instead of name1
2. Define default values: Ensure important variables have default values
3. Document your variables: Keep track of which variables are available and what they are used for
4. Test your variables: Verify variables are correctly passed and used

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Example Usage

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System Prompt Example

You are a sales assistant for {company}.

Hello {customer_name}, thank you for your interest in our services.

Based on your account type ({account_type}), I can offer you the following options...

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Call Creation with Variables

{
  "assistant_id": "123",
  "phone_number": "+49123456789",
  "variables": {
    "customer_name": "Max Mustermann",
    "company": "Muster GmbH",
    "account_type": "Premium",
    "email": "max@muster.de"
  }
}

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