What is VARIABLE?

What is a Variable?

A Variable acts as a placeholder or a "container" for information. Instead of typing fixed text that never changes, you use a variable to let ABC Sales AI automatically insert the correct information based on the situation.

Think of it like a fill-in-the-blank form:

• _Static Text:_ "Hello Customer."
• _Variable:_ "Hello \{{Name}}\." (The system automatically swaps \{{Name}}\ with "John", "Sarah", etc.)

Two Main Purposes

1. Personalization: Inserting specific customer details (e.g., Name, Phone Number).
2. Flexibility: Managing information that changes frequently (e.g., Monthly Promotion Price, Links) without rewriting your entire script.

You will encounter variables in three specific areas of the platform.

1. AI Agent System Prompt

This is where you teach the AI how to behave and what information to use during a conversation.

How to set it up:

1. Go to the System Prompt area. To add a dynamic field, click the + Variable button.

1. To use Customer Info (e.g., Name):

- After adding the variable, click Show Variables.

- Select the specific data point you want the AI to know, such as \$lead_name\.

- _Result:_ The AI will now know the user is "John" and can say "Hi John" instead of a generic greeting.

1. To use Flexible Info (e.g., Promotions):

- You don't always have to select a system variable. You can use this for text that changes often.

- _Example:_ Create a "Variable 2" for your monthly price. You can type \RM 388\ manually into the variable field.

- _Benefit:_ When the price changes next month, you only need to update this variable field, not the entire prompt paragraph.

2. Templates

Templates are used when you want to blast messages via automation. Here, you are defining where the "blanks" are in your message.

Important Note:

• In the Template creation screen, you are only creating the placeholder.
• You will not see the "Show Variables" dropdown list here.
• Simply give your variable a logical name (e.g., "Name", "PromoPrice") so you remember what goes there later.

3. Automation

This is the final step where you "fill in the blanks" you created in the Template. This connects your Template to the actual data.

How to map the data:

When you select your Template in the Automation flow, you will see your variables listed.

1. For Customer Info (Critical Rule):

- ALWAYS click the Show Variables button and select the tag (e.g., \$lead_name\) from the list.

- DO NOT type \$lead_name\ manually. If you type it manually, the system will treat it as plain text and will not pull the customer's real name.

1. For Fixed/Changing Info:

- If the variable is for a specific link or a price (e.g., \RM388\), you can type the text directly into the field here.

Summary Checklist

• AI Prompt: Use variables to give the AI context (User's Name) or to manage frequent updates (Promo Prices).
• Templates: Use variables to mark spots that need to be filled later.
• Automation: This is where you connect the data. Remember: Click, don't type for customer details!