Project variables

A project variable stores a shared value, such as a company address or payment link. If each customer needs their own value, use a lead variable; for an individual conversation, use a dialog variable.

How to open project variables

Open the Variables section in the project settings and select the Project variables tab.

The project variable list shows name, value, type, and update date. Click a variable row to open it if you have update permission.

How to create a project variable

Click Add above the list or Create in an empty list.

On the form page, enter:

• name — required and cannot be edited after creation;
• type;
• value — required;
• optional description;
• optional AI instruction.

Click Save. Cancel returns to the list without saving the form.

Types and value format

Seven types are available:

• string — a regular text field;
• number — a numeric field;
• boolean — select true or false;
• array — structured array text;
• object — structured object text;
• JSON — structured JSON;
• date — a calendar date or a date with time.

The value must match the selected type. Use valid syntax for arrays, objects, and JSON; if the format is invalid, an error appears next to the value field.

Date or Date and Time

Select Date in the Type field.

A Date value has a format selector. Date stores a calendar day, such as 2026-09-11, without a time. Date and time lets you specify an exact moment; the browser's time zone appears below the field. Opening it in another time zone may show a different local time, but the moment stays the same.

Enter the date and time in the selected format. Switching from a date to a date with time sets midnight on the selected day in the browser's time zone. Switching back keeps the displayed local date and removes the time. The same editor is used when filling date values in lead variables.

Description and AI instruction

The description helps a person understand the variable's purpose. The AI instruction advises an agent how to use it when variable access is enabled in the agent settings.

Do not store a secret merely to mention it in an AI instruction: the instruction and value have different roles.

How to insert the value into text

1. Create a variable such as office_address and save the company address in it.
2. In the agent instruction editor, open Data and variables, select the Project tab, and choose the variable.
3. Check the resulting text: Our address: {{project.office_address}}. This reference is replaced with the saved address before the instruction is passed to the agent.

The project part identifies where to get the value, and office_address is the exact name of the variable you created. Do not insert its description instead of its name. For substitution and agent access, see Data and variables. Shared project values can also be used in automations and landing text.

How to give an agent access

In the Variables block of the agent settings, select Configure, choose a default access level, and add the required fields from the Project tab. Individual fields can have their own permissions. The options are No access, Read only, and Read and write. Save the settings and publish the agent. See Data and variables.

Copying, editing, and deletion

The row menu contains edit, copy, and share by link. A package includes a project variable's value only when selected separately; verify that the value is safe to transfer.

In an existing variable form, you can change the type, value, description, and AI instruction, or click Delete and then confirm deletion. Before deletion, check agents and other resources that use this name.