Overview: Set Variable workflow module (Edify Console)

Edify Console > Workflows > Workflow modules > Overview: Set Variable workflow module (Edify Console)

This article explains the Set Variable workflow module in Edify Console.

In this article

Overview

In Edify workflows, the Set Variable module is used to create a variable. A variable can hold a piece of data, like a name, pin number, or a phone number, for later use in a workflow. You can use a variable to save a piece of data that you want another workflow module to use.

This article explains the general structure of the Set Variable module and how you can use it to define variables in a workflow.

Configuring the Set Variable module

Once you’ve added a Set Variable module, you can double-click it to open and configure it. By configuring the Set Variable module, you can choose:

Left: The Set Variable module in a workflow

Above: The configuration page of the Set Variable module.

Initially, there are two dropdown menus for the Set Variable module.

The type menu is where you select what kind of value you want to query or map to. In most circumstances, these are properties of an interaction.

In the screenshot below, the source phone number (the phone number the customer called with) is being mapped to a variable called myVariable. Once created, the variable is able to be used anywhere in the rest of the workflow.

Use case

Variables are entirely customizable, so the possibilities of what you could do with a variable are open ended. 

You could use the Set Variable module to aid in verification of a customer’s information with the aid of the Webhook module and the Decision module. Suppose that you have a workflow that checks whether a person calling into a workflow is an existing customer current with your organization.

Based on the results of the Webhook module, the Decision module analyzes: 

Is the caller a current customer? 

This could be based on an evaluation of whether the value returned by the webhook is true or false.

When you go to create the interaction, you can then map the variable to a field on the interaction for the queue user to see.

Visual breakdown

Exterior structure

This is the exterior structure of a Set Variable module. All modules share this same structure.  

Reference the Overview: Workflow modules article to take a deeper dive into each of these components.

Interior structure

Below is the deep dive explanation for each interior area of the Set Variable module.

The screenshot above is what a fresh Set Variable module looks like before any configuration.