🔧 Set Values Block

The Set Values Block allows you to assign values to specific variables during a conversation. It’s an essential tool for customizing the assistant’s behavior based on conditions, inputs, or internal logic.

You can use it to:

• Assign values manually based on logic

• Preload or reset variable values at the start of a conversation

• Modify or clear data stored in the assistant’s memory.

How it Works

When using the Set Values Block, you define:

• The target variable you want to update

• The value to assign to it.

Supported operations include:

• Set to a fixed value

• Set to null or empty

• Set to true or false.

Best Practices

1. Use it to initialize variables at the start of the conversation

We recommend using a Set Values Block in your Welcome Workflow to set or reset all the key variables, ensuring every new session starts fresh. For more on how to do this, see: Configure Your AI Agents.

You can clear previous values by setting:

• Text variables to empty

• Boolean variables to false

• Any variable to null.

2. Advanced Use: Regex Functions

The Set Values Block also supports regex-based expressions to transform values dynamically. This is especially useful for:

• Extracting specific patterns from a user input (e.g., cleaning a user ID)

• Validating or transforming data before storing it

Example:

You collect a raw user ID in user_id_raw. Using a regex function in the Set Values Block, you can extract the clean ID: user_id_clean = REGEX(user_id_raw, 'pattern')

You can also apply regex to check if an email format is valid, extract postal codes, or format date strings.

To insert a regex, simply type it in the “value” field using the supported syntax.