Variables

Summary

Path: "Settings" -> "Variables" -> Project variables. Project variables are constant values available to agents.

Project variable form

name;
type;
value;
description;
AI instruction;
save or cancel;
deletion with a separate confirmation.

Name

mandatory;
in edit mode it may not be available for change;
it is better to use a clear system name without spaces.

Types

string;
number;
boolean;
array;
object;
json;
date.

Meaning

mandatory;
true/false is selected for boolean;
for array/object/json, enter JSON;
for date, enter the date;
for number, enter a number;
for string the text is entered.

AI instruction

explains to the agent how to use the variable;
example: “Use as the main link for payment”, “Do not show it directly to the client, use only to check the status.”

A variable can be moved to another project through copying or an access link. When creating the package, decide separately whether to include the variable value: it may be a secret or a live project setting.

If the variable does not work for the agent

check if the variable is created;
check if project variables are enabled in the agent;
check the access level;
check the published version of the agent.

Where this is in the interface

Main elements in this section:

project settings page
Settings item in the side menu
project variables page
Project variables tab
Lead variables tab
project variable form
create variable
variable in the list or form
variable copy button
variable share button