Capture block

You can use the Capture block to prompt customers for information, like their names, and save it as a variable to use in other blocks. For example, you can ask them their name, save it in a variable, and later use their name in other blocks. For each variable you want to populate with a value from a customer, use a separate Capture block.

Configure the Capture block using the table below as a guide:

FieldInstructions
ContentAdd a message to this field requesting the information you want to capture.
Placeholder Text on the Chat Input (Optional)Use this field to customize the placeholder text visible in the message field. Craft a brief instruction or example to help your customers understand what information they should send.
ValidationSet the type of data the created variable will accept:
- Text – Accepts any character type.
- Email – Only accepts valid email addresses. Also verifies that the domain is valid, such as .com, .ca, etc.
- Phone Number – Only accepts input formatted as a phone number, disregarding any letters or special characters.
- Number – Only accepts numbers; allows periods and commas.
- Yes and No – Only accepts a positive or negative response (e.g., yes/no, true/false).
Capture SettingsThis section contains toggles that let you control the block’s interaction behavior.

Always Ask
- Deactivated – The Capture block won’t display for customers if its variable is already populated. This ensures the bot only asks for specific information once, such as a customer’s name.
- Activated – The block will always trigger whenever it is encountered, and overwrite any data that already exists in its variable.

Required
- Deactivated – A Skip button displays in the chat window. Clicking this allows the customer to skip the Capture block and move on to the next block in the handoff content.
- Activated – A Never mind button displays in the chat window. Clicking this exits the handoff content entirely, and directs the customer to ask about something else instead.
Save Response AsUse the drop-down menu to choose the variable the Capture block populates with the captured data. You can select an existing variable, or create a new one.
Smart Detection (Optional)Your bot can detect relevant information that returning customers have provided in past conversations. Depending on your bot’s configuration, this option may not be available.

Click the Select entity type drop-down menu and select the relevant entity for this capture event. Click Clear to remove a previously assigned entity type (e.g., full name, city, airport, date or time, etc.)