Skip to main content
Make your outbound calls personal by using variables! Variables are like placeholders that automatically fill in with your customer’s information when the call starts.

​
What Are Variables?

Think of variables as blank spaces in your message that get filled in with real information for each customer. It’s like a template that becomes personalized for every call.
Instead of saying “Hello customer”, you can say “Hello ”! The agent will automatically use the customer’s actual name.

​
Built-in Variables

These variables are always available - you don’t need to set them up:

call_id

The unique ID for each call
{call_id} → "C123456789"

agent_id

Your AI agent’s unique ID
{agent_id} → "A987654321"

​
Creating Custom Variables

You can create your own variables when uploading your contact list. Here’s how:
1

Prepare Your Contact List

Create a CSV file with your customer data. Include any information you want to use in calls:
phone,first_name,appointment_time,service_type
+1234567890,John,2pm tomorrow,haircut
+0987654321,Sarah,3pm Friday,massage
2

Use Variables in Your Messages

When setting up your agent, use curly braces to insert variables:
"Hello {first_name}! I'm calling to remind you about your {service_type} 
appointment scheduled for {appointment_time}."
3

Preview How It Works

For John’s call, the agent will say:
"Hello John! I'm calling to remind you about your haircut 
appointment scheduled for 2pm tomorrow."

​
Common Use Cases

Appointment Reminders

"Hi {first_name}, just reminding you about your {service_type} tomorrow at {time}"

Order Updates

"Hello {first_name}, your order #{order_id} will arrive on {delivery_date}"

Payment Reminders

"Hi {first_name}, your payment of ${amount} is due on {due_date}"

Follow-ups

"Hello {first_name}, following up on your recent {service_type} visit"

​
Tips for Using Variables

Write your messages how you would normally speak. Variables should fit naturally in the conversation:
Good: "Hello {first_name}, how are you today?"
Bad: "CUSTOMER NAME: {first_name} - APPOINTMENT TIME: {time}"
Always test your campaign with a few sample contacts first:
  • Make sure all variables are working
  • Check if the message sounds natural
  • Verify the information is correct
Sometimes information might be missing. Use friendly alternatives:
"Hello {first_name || 'there'}"
// Will say "Hello there" if first_name is missing

​
What You Can Include in Variables

Names

  • First name
  • Last name
  • Full name

Dates & Times

  • Appointment times
  • Due dates
  • Follow-up dates

Numbers

  • Order numbers
  • Amounts
  • Reference IDs

​
Important Notes

Remember:
  • Don’t include sensitive information in variables
  • Keep your contact list up to date
  • Test your campaign with a small group first
  • Check all variables are spelled correctly

​
Need Help?

If you’re stuck or need help:
  • Check our example templates
  • Test your campaign with the preview feature
  • Contact support if you have questions