How-To GuideIntermediate5 min read

How to Configure Variables to Collect During AI Calls

Set up questions your AI receptionist asks customers about specific services using variables to collect in Local Business Pro.

Quick Answer: Variables to collect are questions your AI asks when a specific service is discussed. Configure them in AI Logic > Offerings by adding variables linked to your custom fields.

What Are Variables to Collect?

When a customer calls about a specific service, your AI can automatically ask relevant questions. The answers are saved to the customer's contact record in custom fields you define.

Step-by-Step Setup

First, ensure you have custom fields set up in Settings > Records & Templates
Navigate to AI Logic > Offerings
Open the offering you want to configure
Scroll to the Variables to Collect section
Click Add Variable
Select the custom field this variable should populate
Add a question prompt your AI will use (optional - AI generates naturally if blank)
Repeat for additional variables
Click Save to apply changes

Example Configurations

HVAC Service:

Unit Location (upstairs, downstairs, attic)
Unit Brand
Approximate Age
Current Issue Description

Auto Detailing:

Vehicle Year
Vehicle Make
Vehicle Model
Interior Material (leather, cloth)

Frequently Asked Questions

Q: How many variables can I add per offering?
A: There's no strict limit, but 3-5 variables keeps calls efficient. Too many questions can frustrate callers.

Q: Where do the answers go?
A: Answers populate the custom fields you selected, attached to the contact's record.

Q: Does my AI ask all variables every time?
A: The AI asks naturally during conversation. If information was already provided, it won't re-ask.