Conversation & AI block

How to use Ask & Save

Asks one clear question and saves the answer where the rest of the workflow can use it.

01
Start here

Why use it

Use it when you need a reliable detail, such as a name, email address, job address, or preferred appointment time.

Real workflow

Working example

Sandbox tested

Working example: capture booking details. Tested in the Votel chat simulator with dummy data on September 17, 2026. Static Response asked name, email, and phone in order. The block saved contact fields and activity-log answers; a short phone number was rejected before a valid number allowed the workflow to End.

Conversation Node → “Book service” → Ask & Save → End

Watch it run: Watch the real simulator states progress: Conversation Node lights up first, Ask & Save lights up next, then the saved fields reach End.
A live simulator run: “Book service” activates Collect Contact Details, and the agent asks for the caller’s full name.
A live simulator run: “Book service” activates Collect Contact Details, and the agent asks for the caller’s full name.
Copy this opening message
What is your full name? Then ask: What is your email address? Finally: What is your phone number?
02
In context

Picture this

An HVAC agent asks, “What is the service address?” then saves the answer before checking the right technician’s availability.

03
Build it

Set it up

  1. Put Ask & Save immediately after the question it supports.
  2. Ask for one thing at a time in everyday language.
  3. Choose the contact field or workflow variable that should receive the answer.
  4. Decide what happens if the caller does not answer or gives an unusable answer.
04
Keep moving

What comes next

After this block, use the saved field or variable, then a Decision, booking step, or CRM update.

05
Choose carefully

Avoid this when…

Use Extract Dynamic Variables when details arrive naturally across several sentences and may change mid-conversation.

Before you publish or activate: verify the current builder labels in Votel and test with dummy data. This independent guide describes the purpose and a safe setup approach; it does not replace Votel’s current product documentation or compliance advice.

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