Steps

Set variables

Compute values once, such as a clean name, a total or a date, and reuse them in later steps.

What it does#

Set variables works out one or more values with expressions and saves each under a name. Nothing is sent to the customer, and the chat moves on at once.

Use it to tidy up an answer (trim and capitalize a name), add numbers (price x quantity), pick an item from data your system sent, or prepare a date (three days from today). Later steps then use the result like any other variable.

Add variables#

1
Drag Set variables onto the canvas
It's under Tools in the step list. Connect the step before it and the step after it.
2
Name the variable
Under Variables, type a name in the @ field, for example first_name. Start with a letter and use only letters, digits and _. Spaces become _.
3
Write the expression
Below the name, write how to compute the value, for example trim(@full_name). The editor shows Looks good when it can read it, or what to fix.
4
Test it
Click Test expression, add sample values (one per line, like @full_name = Noa Levi), and click Run to see the Result.
5
Add more rows
Click Add variable. Rows run top to bottom, so a row can use the rows above it. Use the arrows to change the order. Up to 30 rows.

Use the values#

Where	Write
In a message	`{{@first_name}}`
In a condition or another expression	`@first_name`
In an HTTP step	Sent with the other answers

The value is also available as #first_name, so data-style references work too.

Example#

A tour company gets the customer's name and group size, plus a price list from an HTTP step, and prepares the quote:

first_name   = split(trim(@full_name), " ")[0]
price        = find(#tours, "id", @tour_id).price
total        = round(number(@group_size) * @price, 2)
visit_date   = formatDate(addDays(today(), 3), "DD/MM/YYYY")

Thanks {{@first_name}}! {{@group_size}} people come to {{@total}} ILS. The earliest date is {{@visit_date}}.

For Noa Levi, a group of 4 and a tour priced 120, the customer reads: Thanks Noa! 4 people come to 480 ILS. The earliest date is 18/10/2026.

When a value can't be computed#

If an expression fails when the chat runs (for example number(@group_size) when the customer typed four), that variable is left empty, you get an alert, and the chat continues. Use default() to give a safe value instead, for example default(@city, "Tel Aviv").

Common mistakes#

"This is a system variable". cphone, channel and now are reserved. Choose another name.
"This name is set above too". Two rows with the same name: the lower row wins. Rename one if that's not what you want.
Using a row before it's set. Rows run top to bottom. Move the row you depend on above.
Forgetting quotes around text. Write "Tel Aviv", not Tel Aviv. Without quotes it's read as a name.
Expecting the customer to see something. This step sends nothing. Add a Send Message step after it.