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Using variables to personalize AI agent answers (Legacy)



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James Rodewig

Zendesk Documentation Team

Edited Feb 03, 2025


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14 comments

Hi. This looks like a good starting point to get our bot to work for transferring to agents when online but leaving a message when they're not. Though I don't see any options for variables. We only see School Name and Email. No external and no data condition variables. We want to be able to add business hours or whether the account or a group is online. 

Where is this added? Thanks Martin

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How do you actually add the variables? Seems like there would be some predefined ones based on values in your account. Like online status or ticket status, etc.

 

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Hi, is it possible to store an array received from an external endpoint as variable? Can i make the bot output an array of strings as multiple messages?

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Julio H

Zendesk Customer Care

Hi Marcin,

To be able to see variables, these variables must be asked to the customer in the ask for details steps or via other steps like the API call, to get external data or Messaging metadata variables, when using JWT. 

The ask for details step, only supports dropdown and text fields.

You can specify directly in the flow the business hours with the step called Business hours

Unfortunately, it is not possible yet to show or use as a variable what group is online. 

I've marked this conversation as product feedback for review, which means that your input will be aggregated as a part of our Voice of the Customer program that provides customer feedback to our product development teams.
 
In addition, I encourage you to create a new post in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
 
Specific examples, details about impact, and how you currently handle things are helpful for our product teams to understand the full scope of the need when working on solutions. You may also want to review the Product feedback guidelines and how to write an effective feedback post [https://support.zendesk.com/hc/en-us/articles/4413820079386-Giving-Product-Feedback-at-Zendesk-].
 
We truly value customer feedback and your voice and votes in the forums help influence future Zendesk functionality.

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How would one use user field values as variable options?

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Neil

Zendesk Customer Care

Hi Envoy,
 
There isn't any specific instructions on how to use a user field as a variable at the moment. But you can testing by using External service variables which allows the use of REST API to pull data (Make API call), in your case User field API.

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Hello!

I'm wondering if I can use variables to personalize my WhatsApp Bot. I already built the flow with the needed variables so I can customize the answers. 

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Viktor Osetrov

Zendesk Customer Care

Hello Anna,

I have checked on my test account using my WhatsApp Bot. Unfortunately, variables don't work at this moment. Apologies for that - it looks like product limitations. 
The possible solution is to upgrade your bot with Sunshine Conversations. Please read more about - Adding Sunshine Conversations channels to the Zendesk Agent Workspace.

Thanks

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If anyone is wondering how to create/add variables, you must make a request to the API first (at the bot builder there's a button to test the request) and only when you get the response you can "save" the response fields as variables.

Beg your pardon, mine is in portuguese but the UI stands the same.

then hit "save" on the API field you want to save

 

And this is working on WhatsApp

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With our current chat bot, we have a script that runs on the web installation that injects variables into the conversation so the bot is aware of the user's geolocation, device type, and a few other things. Is it possible to do likewise with these bots? Can we have our frontend pass in variables to the bot?

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Dane

Zendesk Engineering

Hi Theodore,
 
Please check Saving variables from the API response.

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I can't find how to use the user language to propose relevant articles URL in a Carousel step in the builder.
I tried to workaround with building a “greetings” answer which will collect a custom field “spoken_language” thanks to “ask tor details”.  After the greetings I planned to redirect the user to another answer to read articles. 
The problem I face is that the custom field collected in an answer is not kept in another one !

If at the greetings step I collect a Name, it is kept in another answer which will transfer to an agent (the name is displayed in the ticket).

Thanks for your help

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Hi, Will we get dynamic templating support?  I want the end user to select a dropdown, then have that dropdown  set a dynamic block of text, without being forced to branch my entire flow and multiply maintenance work (I'm already running up against the 2000 node limit). 

For example, if they pick from a set of office locations, they get a different email and phone number.  

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How to add variables as tags in the transfer step to auto-populate the respective custom dropdown field I user in the agent form (in the workspace) for handling the tickets

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