Using Variables in Campaigns

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:

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

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}."

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

Keep It Natural

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}"

Test Before Launching

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

Have Backups Ready

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

Get Started

Features

What Are Variables?

Built-in Variables

call_id

agent_id

Creating Custom Variables

Common Use Cases

Appointment Reminders

Order Updates

Payment Reminders

Follow-ups

Tips for Using Variables

What You Can Include in Variables

Names

Dates & Times

Numbers

Important Notes

Need Help?

​What Are Variables?

​Built-in Variables

call_id

agent_id

​Creating Custom Variables

​Common Use Cases

Appointment Reminders

Order Updates

Payment Reminders

Follow-ups

​Tips for Using Variables

​What You Can Include in Variables

Names

Dates & Times

Numbers

​Important Notes

​Need Help?

What Are Variables?

Built-in Variables

Creating Custom Variables

Common Use Cases

Tips for Using Variables

What You Can Include in Variables

Important Notes

Need Help?