Last updated: 02 June 2021 

Variables allow you to capture data from your chatbot users as they go through conversations. For example, variables help you:

  • Capture a user's name and use it to personalise the conversation (e.g. 'Hello {{firstname}}').

  • Capture user data and send it to an external integration (e.g. creating a lead in your CMS by capturing their {{email}}).

  • Capture an order number and verify a purchase before moving the user forward in the conversation.

And many more use cases.

Step 1: Create a variable

Go to SettingsVariables. Click Create in the top right.

Give your variable a name. As an example, let's go with firstname. If you would like, you can also give your variable a default value. This is optional.

Variable names must be either one word (e.g. emailaddress) or use underscores (e.g. email_address).

Your chatbot will revert to the default value if it hasn't captured anything from the user. In this example, you could put 'friend' as a default value for firstname. The default value gets overwritten as soon as the chatbot captures a new value for this variable.

Hit Save.

Step 2: Capture data into a variable

To capture data into the variable, we must now tie it to a specific conversation step.

Head to Builder.

If you don't have one yet, create a new conversation. For now, let's assume you already have this simple conversation built:

The first step of the conversation asks for the user's first name. Click on that first step's Option button.

Head to Transitions. Under the Save variables dropdown, select your new variable firstname.

Hit Save.

Step 3: Use your variables in conversations or integrations

To use your variable in conversations, start typing {{ within your message copy. The following popup will appear:

Select your variable from the dropdown and click Choose.

The same format ({{variable_name}}) should be used inside integrations.