Lead Data Types
Use the right data source for the right job.| Data | Source | Used by |
|---|---|---|
| Phone number | Lead creation or CSV upload. | Voice Call nodes. |
| Dynamic variables | Uploaded lead columns or API-created lead values. | Prompts, templates, and conditions. |
| Call attributes | Call result data and post-call analysis. | Condition nodes and reporting. |
| Notes | Lead context where available. | Review and operations. |
| Current node id | Execution state. | Lead history and debugging. |
Where Variables Appear
Workflow variables show up across builder and execution.Condition nodes
Branch on variables or call attributes.
Application nodes
Insert values into Wati templates or email fields.
Lead history
Show which data was available when the lead moved.
Call logs
Call attributes can be traced back to exact call records.
Variable Hygiene Questions
Are variable names stable?
Are variable names stable?
Changing a column name can break templates and conditions.
Are values present for every lead?
Are values present for every lead?
Use defaults or validation before activation.
Are call attributes created before they are used?
Are call attributes created before they are used?
A condition cannot branch on an outcome that has not happened yet.
Are sensitive values necessary?
Are sensitive values necessary?
Avoid carrying sensitive data through workflow variables unless required.
Workflow Variables And Activation
Workflow activation now checks whether lead variables used in conditions or application node templates have matching workflow-level fallback values. A lead variable is any simple{{variable_name}} placeholder that is not a runtime call attribute.
| Variable source | Activation behavior |
|---|---|
Condition node field such as dynamic_variables.plan_name | Requires a matching Workflow Variable before activation. |
Application node template or action field containing {{plan_name}} | Requires a matching Workflow Variable before activation. |
Runtime call attributes such as {{call_id}}, {{call_status}}, or {{call_summary}} | Does not require a workflow fallback because DialNexa injects it at runtime. |
| Existing leads missing a referenced variable | Activation can warn that those leads will use the workflow-level fallback value. |
Runtime Call Attributes
The activation check treats these as runtime attributes rather than lead CSV columns:lead_phone, customer_phone, recipient_phone_number, workflow_lead_id, call_log_id, call_id, call_status, call_duration, call_duration_seconds, call_sentiment, call_summary, pca_summary, and pca_intent.
Related Reading
Condition Nodes
Route with data.
Application Nodes
Use data in actions.
Call Data Model
Understand call fields.