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Variables for incoming messages

Every $EMAILDATA and $IMDATA variable an AI agent flow can use, the categories a reply is sorted into, and which other variables work in these flows.

You’ll need: An AI agent with an AI Tasks or response flow.

AI agent flows have two families of variables of their own. $EMAILDATA variables belong to email, $IMDATA variables to WhatsApp and SMS. Some hold the lead’s reply; others make the AI write a message.

#The reply itself

These are filled in a response flow, from the message that started it. In an AI Tasks flow they are empty.

Variable Holds
$EMAILDATA.BODY The text of the email. Long emails are cut at 2,500 characters. It can include the quoted earlier thread.
$EMAILDATA.SUBJECT The email’s subject line.
$EMAILDATA.EMAIL The address the email came from.
$EMAILDATA.CC The addresses copied on the email.
$EMAILDATA.CATEGORY The category the email was sorted into (below).
$IMDATA.BODY The text of the WhatsApp or SMS message.
$IMDATA.PHONE The number the message came from.
$IMDATA.CATEGORY The category the message was sorted into.

$EMAILDATA.EMAIL and $EMAILDATA.CC work in message text and recipient lists, but not on the left side of a Split condition.

#Messages the AI writes

Put one of these in a message box and the AI writes the message in its place, in the agent’s language.

Variable Writes Follows
$EMAILDATA.AIRESPONSE An email answering the lead’s reply, with the reply quoted below a line Response Instructions
$EMAILDATA.AIFIRST A first email to the lead First Contact Message
$EMAILDATA.AIFOLLOWUP A follow-up email Follow-Up Message
$EMAILDATA.AISORRY An apology email your sorry instructions
$EMAILDATA.AITRANSFER An email saying a person will take over your transfer instructions
$EMAILDATA.AISUBJECT One subject line, 75 characters at most, different from subjects already sent to this lead Email Subject
$IMDATA.AIRESPONSE A WhatsApp or SMS answer to the lead’s message Response Instructions
$IMDATA.AIFIRST A first WhatsApp or SMS message First Contact Message
$IMDATA.AIFOLLOWUP A follow-up WhatsApp or SMS message Follow-Up Message

How to create the sorry and transfer instructions is in Create an AI agent and tell it how to write.

Every AI message also draws on your Business Info prompt, the agent group’s Instructions, and what the AI knows about the lead: name, business, notes and the conversation so far.

Format. Email variables produce formatted email text, with links ready to click. $IMDATA variables produce plain chat text, at most about 120 words, with WhatsApp-style bold and emoji allowed.

One AI message per box. If a message box contains two of these variables, the AI writes one message and both get the same text. Use separate steps. $EMAILDATA.AISUBJECT in the Subject and another AI variable in the body is fine.

#Categories

Every reply is sorted into one category. The code is what $EMAILDATA.CATEGORY or $IMDATA.CATEGORY holds.

Code The lead…
accepted_offer Accepted a meeting or call, or asked when you are available
quote Asked for a quote or prices
question Asked questions about the business or product
more_info Asked for more details or documents before deciding
call Asked for a phone call
sms Asked to be sent a text message
referral Referred you to someone else
forwarded_internal Forwarded your message to colleagues
follow_up Asked you to get in touch again later
interested_not_ready Is interested, but not ready yet
feedback Gave feedback on the message or the product
already_customer Says they are already a customer
dissatisfied_current Is unhappy with a competitor they use now
not_interested Is not interested, without complaining
technical_issues Reports a problem with the message or its links
bad_experience Had a bad experience with your company
automated Sent an automatic reply
out_of_office Is out of the office
not_found Fits none of the above

Unsubscribe requests and spam complaints are handled before any flow runs and never reach it. On email, so do bounces, ticket-system replies, automatic replies and out-of-office messages; see Handle replies. On WhatsApp and SMS, automated and out_of_office do reach the flow.

#Other variables in AI agent flows

Works Holds here
$CRMDATA.* The lead’s contact record, including your custom fields
$FLOWASSIGNED.FNAME, .LNAME, .EMAIL, .PHONE The agent
$ACCOUNTNAME, $ACCOUNTFIRSTNAME, $ACCOUNTLASTNAME, $ACCOUNTEMAIL, $ACCOUNTPHONE The agent, not the account owner
$FLOWSESSION An identifier for this run of the flow
$ + an identifier A value stored earlier in the flow by AI Prompt or API/Webhook Call
FLOW.CALCULATE, FLOW.FORMATDATE and the other formulas As everywhere; see Formulas and JSON

These have no value in an AI agent flow, because there is no web visit behind it: the $UTM_ variables, $FLOWPARAMETER, $FLOWPOINTS, $COUNTRY, the dataset, booking and payment variables. The full list is in the variable reference.

Related articles

Handle replies with response flowsWhen a lead answers your AI agent by email, WhatsApp or SMS, a response flow decides what happens. Here is what triggers it and what to put in it.Let the AI decide what happens to a replyUse the AI Prompt action to read a lead's reply and answer a question about it, then branch on the answer with a Split.Create an AI agent and tell it how to writeAdd an AI agent to your team by hand, then use its group instructions and the follow-up prompts to control what it writes.Every variable you can use in a flowThe full list of $ variables Tayon fills in for you, from the contact's record and the visit to bookings, payments and course enrollment, and where each one works.

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