Ask and Save Node

The Ask and Save Node lets your agent ask the caller a question and store their answer. Use it to collect names, emails, phone numbers, preferences, or any other data you need during a conversation.

How It Works​

1. The agent asks the caller a question you define.
2. The caller responds.
3. The answer is validated against the field type you selected.
4. The validated answer is saved to a workflow variable, a contact field, or both.

If the caller provides an invalid answer (for example, text when a number is expected), the agent will re-ask the question.

Field Types​

Choose the field type that matches the data you are collecting:

Field Type	What It Captures	Example
Text	Free-form text	Name, company, reason for calling
Number	Numeric values	Account number, quantity, age
Email	Email addresses	mike@example.com
Phone	Phone numbers	(555) 123-4567
Date	Dates and times	March 15, next Tuesday, 3pm
Dropdown / Selection	One option from a predefined list	Department, service tier, location
Yes / No	Boolean confirmation	"Would you like to proceed?"

Conditional Questions​

You can configure follow-up questions that change based on previous answers. For example:

• If the caller selects "Residential" from a dropdown, ask about home size.
• If the caller selects "Commercial," ask about business type instead.

This lets you build dynamic intake forms that adapt to each caller.

Save to Variable​

Store the answer in a workflow variable so you can reference it later in the same workflow. Variables are available to any subsequent node — use them in conversation scripts, decision logic, API calls, or message templates.

Save to Contact​

Automatically save the answer to a contact field in your CRM. This permanently stores the data on the contact's profile, making it available across all future conversations and workflows.

You can save to both a variable and a contact field at the same time.

Custom Fields​

If the standard contact fields do not cover your needs, create custom fields to capture business-specific data. Custom fields appear alongside standard fields in the contact profile and can be used in workflows, filters, and reports.

Examples of custom fields:

• Policy number
• Preferred language
• Service tier
• Property address

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Next Steps​

• Custom Fields — create and manage custom data fields
• Contact Management — view and organize collected contact data
• Update Contact Node — modify contact fields at any point in a workflow