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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:
  1. Skip If Set. If the referenced variable already holds a real value, the step ends at once with a true result. Nothing is spoken.
  2. 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?”
  3. 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.
  4. Fresh ask. Otherwise the assistant asks for the value, using First Message if you set one.
From there the confirmation, spelling and correction loops run as the tool requires. Each stage (asking, confirming, spelling) is limited to Max Attempts tries. When the limit is reached the assistant says a short move-on line (“That’s okay, let’s move on.”, or your Move On Line) and the step finishes false. After a successful capture the assistant says a short acknowledgement such as “Noted.” unless Skip Moving On is on.

Inputs

Common to all four tools

Data Context and Move On Line carry over between uses within a call: a later Data Collection step that leaves one blank keeps the previous step’s value. Once any step in a call sets either, set it on every Data Collection step in that call, passing an empty value where you want none / the default wording.

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