Sam W
12/17/2025, 2:50 PMAI Evy
12/17/2025, 2:50 PMAI Evy
12/17/2025, 2:51 PMtransfer_call tool and a book_appointment_cal tool to your agent. [(2) ]()
- Configure the warm transfer with an Agent detection timeout setting. [(3) ]()
- If the transfer fails (no one answers within the timeout) , the agent can then proceed to use the appointment booking tool based on your prompt instructions.
In your prompt, you'd instruct the agent something like: "If the transfer fails, proceed to book an appointment with the user."AI Evy
12/17/2025, 2:51 PMAI Evy
12/17/2025, 2:51 PMAI Evy
12/23/2025, 2:33 PMSam W
12/23/2025, 2:33 PMAI Evy
12/23/2025, 2:33 PMAI Evy
12/23/2025, 2:33 PMexists check in your condition:
Equation: {{user_name}} exists
Result: True if variable is set
[(1) ]()
In Prompts:
Add conditional logic directly in your prompt:
If {{user_name}} appears with curly braces, use a generic greeting.
Otherwise, greet the customer by name.
Default Behavior to Know:
When a dynamic variable has no assigned value, it remains in its raw form with curly braces intact. So if {{name}} is not set, it will literally appear as {{name}} in the text.
Best Practices:
- Set defaults at agent level as fallback values
- Design prompts that work with or without variables
- Test with both set and unset variables
So for your use case, you could use an equation condition like {{name}} exists in Conversation Flow to branch—if false, route to a node that asks for their name using the Extract Dynamic Variable Node to capture it. [(2) ]() , [(1) ]()AI Evy
12/23/2025, 2:33 PMSam W
12/23/2025, 2:34 PMAI Evy
12/23/2025, 2:34 PMAI Evy
12/23/2025, 2:34 PMYour goal is to answer any general questions or concerns the caller has.
If {{name}} appears with curly braces, ask for their name and extract it.
Otherwise, you already have their name.
If {{email}} appears with curly braces, ask for their email and extract it.
Otherwise, you already have their email.
When the user provides their name and email, please extract the information by calling the extract function.
[(1) ]() , [(2) ]()
This approach works because when a dynamic variable has no assigned value, it remains in its raw form with curly braces intact (e.g., {{name}} literally appears as {{name}}) . [(1) ]()
Make sure you also have the Extract Dynamic Variable tool configured with:
- Variable Name: name (type: Text)
- Variable Name: email (type: Text) [(2) ]()AI Evy
12/23/2025, 2:34 PMAI Evy
12/23/2025, 2:34 PM