Variable Manager
What are Variables?
Variables with i-genie are used to store the inputs received from the visitors. i-genie recommends its users to use the variables as this provides the insights to them about their visitors behaviour by running few reports.
Variables come in handy when you would like to capture the details about the visitors and later use it in the flow to make it more personalised & avoid giving feeling of interacting with the bot to their visitors.
You can also use the variables to track the other details like what options the visitors selects frequently, or with the bot to their visitors.
Benefits of using variables:
* Useful in knowing which options visitors choose the most- * Sending data to third party app like CRM
- * Insights about visitors preference
Types of Variables:
There are three types of variables that you can use with i-genie. They are as follows;
Contact Variables:
A contact variable is a quick way to collect the personal information of the visitors & store it in i-genie for reference. A contact variable can be anything like name, phone, email etc.. that uniquely identifies the visitors.
Conversation Variables:
Conversation variables allows you to store the input or the responses received from the visitors. For instance, asking a particular question to the visitor and storing the response in the variable. This defined variable will further assist you in analysing the type of responses the visitors provide to the question.
System Defined Variables:
System defined variables are the conversation variables which is generated by the system itself when any new conversation with the visitor initiates or created in the system.
Since i-genie is supported on multiple channels, we have system defined variables based on channels.
| Variable | Description |
|---|---|
| Channel | Variable highlights the channel like web, WhatsApp, Facebook etc.. on which the bot interacted with the visitor |
| URL | Stores the URL on which the bot is triggered and had a conversation with the visitor |
| IP Address | Stores the IP address of the system that the visitor used to interact with the bot |
| City | Stores the city details from which the visitor initiated the conversation with the bot |
| Zip Code | Stores the Zip Code of the visitor from where the conversation with the bot is initiated |
| Country | Highlights the country from where the visitor is coming from or initiated the conversation with bot |
| Country Code | Highlights the code of the country from where the visitor is coming and interacting with the bot |
| Timezone | Highlights the timezone of the country visitor belongs to |
| Browser | Highlights which browser did the visitor used to interact with the bot |
| Browser Language | Information about the browser language on which the bot was triggered |
| Operating System (OS) | Information about the operating system the visitor is using like Mac, Windows etc.. |
| Referral URL | Highlights the URL from where the visitor landed up and initiated the interaction with the bot |
| Created At | Provides the details about the time and date the conversation by the visitor was initiated |
What are the type of validations I can use to store the value in Variable?
| Validation | Description |
|---|---|
| Text | Text validation collects and stores all kind of responses received from the visitors |
| Number | Number validation ensures that only numeric value is collected from the visitors and stored in the variable |
| Boolean | |
| Date | Date validation ensures that only calendar date is collected from the visitors and stored in the variable |
| Name | Name validation ensures that text value is collected from the visitors and stored in the variable |
| Email validation ensures that input received from the visitors is valid email address and stored in the variable | |
| Phone | Phone validations ensures that input received from the visitors is valid phone number and stores it in the variable<.td> |
| Regex |
How do I create the variables?
There are two ways through which the variables can be created in i-genie. They are;
1. Through ‘Settings’- 2. Through ‘Bot Builder’
You can only create Contact or Conversation Variable
Creating variables through ‘Settings’:
You can follow the following steps to create the variables through ‘Settings’;
1 – Go to ‘Settings > Variables’
2 – Click on ‘Create Variable’
3 – Select type of variable from available options i.e Contact Variable or Conversation Variable
4 – Configure the following
Name: Provide the name of the variable
Description: Provide the details about the variable in the text editor as in what value it stores or what it is used for
Validation/Format: Select the format or the validation from the drop down list as per your preference
5 – Click on ‘Create’ to create the variable
Creating variables through ‘Bot Builder’:
You can follow the following steps to create the variables through ‘Bot Builder’
1 – Go to ‘Bot Builder’ & open the bot of your preference
2 – Select any action block that requires variable to be mapped
3 – Click on ‘Save the response in this variable’ to view the available options
4 – Click on ‘+ Create Variable’ to create a new variable
5 – Select type of variable from available options i.e Contact variable or Conversation variable
6 – Configure the following:
Name: Provide the name of the variable
Description: Provide the details about the variable in the text editor as in what value it stores or what it is used for
Validation/Format: Select the format or the validation from the drop down list as per your preference
7 – Click on ‘Create’ to create the variable
Data is stored in the variable only if it complies with the validation type
How do I use variables to store the responses?
We need to store the responses in order to keep track of the visitors selection & sending data to CRMs.
This is possible on all the action blocks where we collect some form of input from the the visitors i.e either selecting the button or providing answers in the text box.
You can store the inputs in the variables by going into the action block and clicking on ‘Save the response in this variable’ & selecting from the list of available options.
How do I use the variable to personalised the experience of the visitors?
This is possible on all the action blocks where you would like to personalise the message. To do so, you can open any action block & in rich text editor, type ‘#’ to see the list of all variables (system, contact & conversation). Once the list is visible, you can select any variable and add it to the message.
How do I modify the existing variables?
i-genie allows you to modify the description and validation / format of created contact or conversation variables. However the name of the variable cannot be modified. In order to modify the details of the variable you can follow the following steps;
1 – Go to ‘Settings > Variables’
2 – Click on ‘Edit’ against the existing variable
3 – Update the description or validation of the variable
4 – Click on ‘Edit’ to save the changes
You cannot edit or modify system defined variables
How do I archive the variables I am not using?
On archiving the variables, it will not be visible in any of the drop downs of the bot builder or the contacts page however the values associated with it will remain as it is.
For already deployed flow, value will not be captured for the archived variables. However if they are containing any values, it will be replaced by fallback variables.
You can follow the following steps to archive the variable;
1 – Go to ‘Settings > Variables’
2 – Click on ‘Archive’ against the existing variable
3 – Click on ‘Archive’ again to archive the variable