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Introdution

Dynamic variables let your agent personalize every outbound call without hard-coding details. They behave like mail-merge tags: write the variable once, and Callgency AI swaps in the live value when the call is placed.

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What the Agent Already Knows

Before you add anything, remember the voice agent automatically has:
  • Current time – Pulled from the time-zone you set under Advanced Settings
  • Caller’s number – The phone it is dialing
That alone covers most “good morning” or “local time” references.

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Injecting Extra Details

Use double curly braces in your prompt or first message: 
Hi {{first_name}}, thanks for calling!
  • Syntax – {{variable_name}}
  • Case – Keep names all lower-case; spaces become underscores
  • Instant preview – Once you type the tag and click Save, it appears in the Agent Context panel and inside the outbound-call action in workflows
  • {{first_name}} / {{full_name}} – Greet leads by name
  • {{time_zone}} – Helpful if you’ve pre-saved a contact’s zone
  • {{appointment_date}}, {{location}}, or any custom field you store in your CRM

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Adding Variables Mid-Build

  1. Insert the tag(s) anywhere in the prompt or tool settings
  2. Click Save & Reload
  3. New fields appear under Agent Context so you can test with sample values
  4. Populate those fields when you configure the Send Outbound Call action in your automation

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Outbound vs Inbound

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Outbound Calls

Dynamic variables work immediately (supply values in the workflow).

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Inbound Calls

Tags won’t populate automatically. Instead:
  • Trigger a Find or Create Contact module at the start of the call
  • Pass returned details into the prompt or create a new contact on the fly if none exists

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Troubleshooting Tips

  • Empty or misspelled tags are read aloud literally—double-check spelling
  • Variables are case-sensitive in curly braces but not in the UI
  • If a call uses a variable you forget to pass, the agent will say nothing in its place
Master dynamic variables and you’ll deliver highly personalized conversations at scale, without touching the prompt each time a new lead enters your funnel.

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Examples

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Personalized Greeting

Hi {{first_name}}, this is Sarah from {{company_name}}. 
I'm calling about the {{service_requested}} you inquired about.

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Appointment Reminder

Just confirming your appointment on {{appointment_date}} at 
{{appointment_time}} with {{staff_member}}.

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Custom Follow-up

Thanks for visiting our {{location}} store last {{visit_day}}. 
Did you have a chance to think about {{product_discussed}}?