What they do
Four composite tools each collect one value from the caller by voice and verify it before saving it:
They are single-purpose versions of Data Collection - v0.2. Instead of choosing a Type, you pick the tool that matches the data. Each adds features the general tool doesn’t have: picking up a value the caller already said earlier in the call (Lookback), a configurable attempt limit, a custom give-up line and, on Alphanumeric, a way to strip prefixes and stray words from the value.
Each is a composite tool: the whole exchange runs behind a single step. Use one step per value. To collect a first and a last name, place two Data Collection - Name steps.
How a collection runs
Every use enters through the same checks, in this order:- Skip If Set. If the referenced variable already holds a real value, the step ends at once with a true result. Nothing is spoken.
- Existing Value. If a pre-populated value is supplied, the assistant confirms it instead of asking fresh: “I have your last name as Smith, is that right?”
- Lookback. If Lookback is on, the recent conversation is checked for a value the caller already said, for example “Hi, it’s Jane Smith” when collecting the last name. A hit is confirmed the same way as an Existing Value.
- Fresh ask. Otherwise the assistant asks for the value, using First Message if you set one.
Inputs
Common to all four tools
Data Collection - Name
Data Collection - Date of Birth, Phone and Alphanumeric
Data Collection - Alphanumeric only
Test your patterns before using them. A pattern that isn’t valid ends the collection through the failure path on a live call.
Outputs
Variables these tools write
All four tools share the
data_collection namespace with Data Collection - v0.2, and each use overwrites it. Always map Collected Value to a contact field or custom variable rather than reading {{data_collection.output_result}} in later steps.
Routing and wiring tips
- true: the value was collected (or skipped because it was already set). Otherwise: the caller declined or the attempt limit was reached.
- For an optional field, point true and Otherwise at the same next step so a failed collection never blocks the call.
- Wire Existing Value and Skip If Set to the field you are collecting (for example
{{contact.last_name}}) and map Collected Value back to the same field. - When collecting several fields in a row, turn on Skip Moving On and list the fields already collected in Lookback Ignore.
- To collect an email address, use SMS | Get Valid Email. For a value that is easier to type than say, use SMS | Get Value.
Next Steps
- Data Collection - v0.2 — the general-purpose collection tool
- Composite Tools — how composite steps run and write their outputs
- Variables — the
data_collectionnamespace

