Agents

Extract Values

Extract Values lets you define custom fields to capture from conversations — beyond the default variables that BookedIn automatically extracts.

Extract Values Configuration

Where to configure

Navigate to your Agent → Advanced tab to find the Extract Values section.

How it works

When your agent converses with a lead, BookedIn’s AI analyzes the conversation and extracts the values you’ve defined. These become available as:

  • Lead data — Stored on the lead record for filtering and segmentation
  • Dynamic variables — Use {{variable_name}} in prompts and messages
  • Webhook payloads — Included when events are forwarded to your systems

Default vs Custom extraction

BookedIn automatically extracts these default variables from every conversation:

VariableDescription
{{first_name}}Lead’s first name
{{last_name}}Lead’s last name
{{email}}Lead’s email address
{{phone}}Lead’s phone number
{{timezone}}Lead’s timezone

Custom extraction lets you capture business-specific data like:

  • Budget range
  • Service interest
  • Company name
  • Preferred appointment times
  • Number of employees
  • Any qualifying criteria

Defining extraction fields

Simply add the field names you want to extract. Use clear, descriptive names — the AI infers what to capture based on the key name.

Examples:

  • budget_range
  • company_name
  • service_interest
  • preferred_time
  • team_size

Use descriptive key names. budget_range works better than budget because it signals the AI to capture a range rather than a single number.

Using extracted values

Once extracted, use values anywhere with double curly braces:

Hi {{first_name}}, based on your {{budget_range}} budget and interest 
in {{service_type}}, I'd recommend our Premium package.

Extracted values persist on the lead record. Even if a lead returns weeks later, your agent remembers everything captured.