Overview
Variables allow you to capture, store, and reuse data throughout your workflows. Cloom AI provides three types of variables that you can use to personalize messages and build dynamic workflows.Variable Syntax
All variables use double curly brace syntax:- Email subject lines and body content
- SMS message templates
- Voice prompts (limited)
- Conditional routing logic
- API calls and webhooks
Variable Types
User Data
Basic contact information and business details
Route Variables
Data extracted from conversations
Event Data
Workflow metadata and conversation history
1. User Data Variables
Access basic contact and business information directly:Contact Information
The contact’s full name
The contact’s email address
The original email subject line (email workflows only)
Business Information
Your company name as configured in Cloom AI
Unique identifier for your business in Cloom AI
Example Usage
Email Template
2. Route Variables (Extracted Data)
Route variables are extracted from user conversations based on your workflow configuration.How Route Variables Work
- You define variables in your route configuration
- The AI analyzes the conversation
- The AI extracts relevant information
- Variables become available for use in subsequent nodes
Variable Types
When creating route variables, choose from:Text
Text
Any string of textExamples:
{{routes.customer_name}}{{routes.product_description}}{{routes.feedback_comment}}
Date
Date
Date values (automatically parsed and formatted)Examples:
{{routes.order_date}}{{routes.delivery_date}}{{routes.appointment_time}}
Number
Number
Numeric values (integers or decimals)Examples:
{{routes.order_number}}{{routes.quantity}}{{routes.refund_amount}}
Boolean
Boolean
True/false valuesExamples:
{{routes.wants_refund}}{{routes.product_arrived}}{{routes.email_consent}}
Naming Convention
Use descriptive, lowercase names with underscores: ✅ Good:{{routes.tracking_number}}{{routes.order_date}}{{routes.customer_complaint}}
{{routes.var1}}{{routes.TrackingNumber}}{{routes.data}}
Example: Order Status Workflow
Route Configuration:- Variable:
order_number(Number) - Variable:
order_date(Date)
3. Event Data (Workflow Metadata)
Event data provides access to workflow routing decisions, conversation metadata, and AI reasoning.Routing Information
The name of the route that was selectedExample: “Product Not Received”
The AI’s explanation for why it chose this route
Conversation History
Timestamp of the last AI response
Email address of the person who initiated the conversation
Example Usage
Internal Notification
Variable Best Practices
Always Have Fallbacks
Always Have Fallbacks
Not all variables may be available. Plan for missing data:
Use Descriptive Names
Use Descriptive Names
Make variable names self-documenting:
tracking_number✅tn❌
Test Thoroughly
Test Thoroughly
Send test messages to verify variables populate correctly
Document Your Variables
Document Your Variables
Keep a list of variables used in each workflow for team reference
Common Use Cases
Personalized Greetings
Order Tracking
Appointment Confirmation
Support Ticket Reference
Conditional Logic (Advanced)
Some nodes support conditional logic based on variables:Conditional logic availability varies by node type. Check specific node documentation for details.
Debugging Variables
If variables aren’t appearing correctly:- Check spelling: Variable names are case-sensitive
- Verify extraction: Review conversation logs to confirm variables were extracted
- Test syntax: Use
{{variable_name}}not{variable_name}or{{{variable_name}}} - Check scope: Ensure the variable is available in the current node
Viewing Extracted Variables
To see what variables were extracted:- Navigate to Voice Logs, Email Logs, or SMS Logs
- Click on a conversation
- Look for the Variables Extracted section