Managing global custom and system variables for Zoom Virtual Agent

Variables enable your chatbot to gather and retain information for tailoring the user's experience. Zoom Virtual Agent admins can create global custom variables, which are set to be accessible and can then be used across various bot flows. Additionally, system variables, the default variables, can be viewed and used to facilitate the transfer of data between different parts of the chatbot.

Global variables in a chatbot can be employed to remember user preferences, such as language choice or communication style, across different interactions. For instance, a chatbot can use a global variable to maintain the user's preferred language throughout the conversation, ensuring all responses are in the chosen language. System variables, on the other hand, are beneficial for tracking dynamic information like shopping cart totals, order statuses, or user authentication levels, allowing for consistent and accurate data sharing between various chatbot flows.

Variables help you with collecting information about users using HTTP call, script, or explicit user text entry or button selection, and then use that information to route them and control their bot experience.

This article covers:

Prerequisites for managing custom and system variables for Zoom Virtual Agent

How to view system and custom variables

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Virtual Agent.
  3. Click the Preferences tab then Variables.
  4. In the left-side panel under Custom Variable Groups, select the variable group to view the associated variables.
  5. Click the gear icon and select the table columns to display.
    You will see the following information:
  6. Click Confirm.

How to create a custom variable group

Before creating a custom variable, you need to create a custom variable group to organize the custom variables.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Virtual Agent.
  3. Click the Preferences tab then Variables.
  4. In the left-side panel, click Add Custom Group.
  5. Enter the following information:
  6. Click Add.
  7. Follow the next section to create a custom variable in the group.

How to create a custom variable

After creating a custom variable group, you can create a custom variable that belongs to the group.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Virtual Agent.
  3. Click the Preferences tab then Variables.
  4. In the left-side panel under Custom Variable Groups, select the custom variable group to create the custom variable in.
  5. Click Add Variable.
  6. Change the custom variable's settings.

How to edit or delete a custom variable group

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Virtual Agent.
  3. Click the Preferences tab then Variables.
  4. In the left-side panel under Custom Variable Groups, hover over the group you want to edit.
  5. Click the ellipses icon , then click one of these options:

How to edit or delete a custom variable

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Virtual Agents.
  3. Click the Preferences tab and then Variables.
  4. In the left-side panel under Custom Variable Groups, select the custom variable group that the custom variable belongs to.
  5. In the last column, click the ellipses icon , then click one of these options:

Custom variable settings

How to use a custom variable in the bot flow editor

You can use custom variables in the Condition or Set Variables widget in the flow editor.

How to view global system variables

You can also view system variables, which are the default variables that can be used to pass data between flows. You can't the settings for system variables.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management then Virtual Agent.
  3. Click the Preferences tab then Variables.
  4. In the left-side panel under System Variable Groups, select a group to view the default system variables for.