Lead Variable Definitions

Summary

In the side menu, open Settings. On the project settings page, select Variables and the Lead variables tab. Constant project values are on the adjacent Project variables tab. Defining a lead variable specifies what data can be stored for each customer.

Select a definition in the list to edit it.

Creation and editing happen in the definition form.

Form

Open the Lead variables tab and click Add. In the opened definition form, fill in:

• name;
• type;
• description;
• AI instruction;
• then click Save or close the form without changes with Cancel.

Examples

• city - client city;
• interest - product of interest;
• budget - budget;
• next_contact_at - date of next contact;
• order_status - order status.

If the agent needs to populate variables

• create a definition;
• enable lead variables in the agent;
• give the right to write;
• write in the agent instructions what values to extract and when to update.

Copying And Sharing

A lead variable definition can be moved to another project through copying or an access link. The definition settings are transferred, not values of specific leads.

Removing a definition

In the existing definition form, click Delete, then confirm through the delete button in the confirmation dialog.

Removal is dangerous when the variable is used in scripts: dependent data or automation may stop working.