Variable Extraction
With variable extraction, your assistant automatically captures structured data from the conversation — for example, name, email, phone number, or custom fields. This data can then be used in post-processing (email, SMS, webhook).
How does it work?
- You define the variables to be extracted
- The AI recognizes the information during the conversation
- After the call, the data is available as variables
- Post-processing actions use the variables (e.g.,
{{name}}in an email)
Variable types
| Type | Description | Example |
|---|---|---|
| string | Free text | Name, request, address |
| number | Numeric value | Customer number, order number |
| boolean | Yes/No | "Is the caller interested?" |
| date | Date/time | Appointment request, date of birth |
Default variables
These variables are predefined and can be used directly:
| Variable | Type | Description |
|---|---|---|
name | string | Caller's name |
email | string | Email address |
phone | string | Phone number (mentioned manually) |
company | string | Caller's company name |
appointment_date | date | Requested/booked appointment |
address | string | Caller's address |
reason | string | Reason for the call / request |
Creating custom variables
You can define any number of custom variables:
Open the variable editor
Open your assistant → tab Variable Extraction.
Add a variable
Click Add variable and configure:
| Field | Description |
|---|---|
| Name | Technical name (e.g., order_number) |
| Type | string, number, boolean, or date |
| Description | What should be extracted? (e.g., "The caller's order number") |
| Required | Must this information be captured during the call? |
Save
Click Save. The variables will be extracted starting with the next call.
Required fields
When a variable is marked as Required, the assistant actively tries to ask for this information during the call. If the variable is not marked as required, it is only extracted when it comes up naturally in the conversation.
Only mark the truly important fields as required (e.g., name and reason). Too many required fields turn the conversation into an interrogation.
Variables in post-processing
Extracted variables are available in all post-processing actions:
- Email:
{{name}},{{email}},{{reason}}in subject and body - SMS:
{{appointment_date}},{{name}}in the SMS text - Webhook: All variables in the JSON body
Email post-processing → | Webhook →
Variables that were not detected during the call remain empty. Make sure your post-processing templates still make sense without those values.