Variables

Summary

In the side menu, open Settings. On the project settings page, select Variables and the Project variables tab. Values that differ for each lead are on the adjacent Lead variables tab. Project variables are constant values available to agents.

Project variables in settings. 1. Variables — 1. Variables

Project variable form

Click Create. On the form page, the new project variable contains:

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.