> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trikon.tech/llms.txt
> Use this file to discover all available pages before exploring further.
# Dynamic Variables & Personalization
> Personalize AI voice conversations using dynamic variables (such as name, company, and amount due) and custom CSV parameters.
Dynamic variables allow your AI voice bot to speak with personalized, customer-specific information on every call — such as customer names, account balances, appointment dates, or company names.
***
## How Dynamic Variables Work
In your bot's **Greeting** or **System Prompt**, write any variable inside double curly braces: `{{variable_name}}`.
When a call is initiated, Trikon Voice automatically replaces the placeholder with the real value for that contact before the bot starts speaking.
### Example in Greeting Message
```text theme={null}
Hello {{name}}, this is Sarah calling from {{company}}. I'm reaching out regarding your appointment scheduled for {{appointment_time}}. Does this time still work for you?
```
### Example in System Instructions
```text theme={null}
You are an account manager for {{company}}.
The caller's name is {{name}}.
Their outstanding invoice balance is {{amount_due}}, due on {{due_date}}.
If they confirm they want to pay today, offer a 5% instant discount of {{discounted_amount}}.
```
***
## Types of Dynamic Variables
Trikon Voice supports two types of dynamic variables in campaigns:
Unique values for each individual person, imported directly from columns in your uploaded CSV file (e.g. `amount_due`, `patient_name`).
Constants that apply to every person in the campaign, configured once in the campaign builder (e.g. `discount_code`, `event_venue`).
***
## 1. Contact-Level Variables (CSV Upload)
When creating an outbound campaign, any column header in your CSV file automatically becomes an available dynamic variable.
### Preparing your CSV
Your CSV file must include a `phone` column. Any additional column becomes a variable:
```csv theme={null}
phone,name,company,amount_due,due_date
+919845012345,Asha,Acme Dental,4500,October 15
+919845012346,Ravi,Apex Logistics,12000,October 18
+919845012347,Priya,Zenith Tech,8500,October 22
```
In the example above, the following variables will automatically be injected for each contact:
* `{{name}}`
* `{{company}}`
* `{{amount_due}}`
* `{{due_date}}`
Use lowercase letters and underscores for column headers (e.g. `order_id`, `invoice_num`, `patient_name`). Trikon Voice maps headers cleanly to `{{order_id}}`.
***
## 2. Campaign-Level Constants
If a value is the same for every contact in a campaign — such as an offer code, webinar link, or branch location — you do not need to repeat it in every row of your CSV.
In the **Create Outbound Campaign** screen:
1. Scroll to **Campaign Settings**.
2. Add custom key-value pairs under **Campaign Constants** (e.g. `offer_code = FESTIVE20`, `event_date = Saturday at 6 PM`).
3. Use `{{offer_code}}` and `{{event_date}}` directly in your prompt or greeting.
***
## 3. Testing Dynamic Variables in the Playground
Before running a real phone campaign, you can test how your AI agent handles dynamic variables directly in the **Voice Studio**:
1. Open **Voice Studio** or **Agent Settings**.
2. In the **Telephony Tester / Playground** card (bottom right), enter a test **Customer Name** or preview variables.
3. Start the test call to hear the bot speak the variable aloud in real time.
***
## 4. Passing Variables via API
If you trigger outbound calls programmatically via the Trikon Voice API, pass dynamic variables inside the `metadata` object of the call request:
```bash theme={null}
curl -X POST https://api.trikon.tech/api/calls/dispatch \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"phoneNumber": "+919845012345",
"agentId": "agent_clx123abc",
"metadata": {
"name": "Asha Sharma",
"company": "Acme Dental",
"amount_due": "₹4,500",
"due_date": "October 15th"
}
}'
```
The AI agent will seamlessly inject `{{name}}`, `{{company}}`, and `{{amount_due}}` into its speech context.
***
## Best Practices & Guardrails
If a contact might not have a value for a specific field (e.g. a missing name), instruct your bot in the prompt:
```text theme={null}
If {{name}} is not provided or empty, greet the caller with 'Hello, good afternoon!' without asking for their name immediately.
```
Write numbers and dates in a way that sounds natural when spoken aloud:
* Instead of `15/10/2026`, write `October 15th`.
* Instead of `4500`, write `4,500 rupees` or `$45`.
Variables are case-insensitive, but avoid spaces or special characters in column names. Use `order_number` instead of `Order #`.