Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️Managing Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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On this page
  • Supported Parameters
  • Case information:
  • Inbox information (the inbox the case is in)
  • Organization information:
  • Unit information:
  • Agent information:
  • Workstation information:
  • Service information:
  • General information:
  1. Admin Tools
  2. Customer Engagement

Dynamic Text Parameters (Messaging)

Dynamic text parameters reference guide.

When you generate an SMS, email message, or an ICS file, the parameters act as placeholders. These placeholders are replaced with actual values from the current case records. It is important to note that the messages are always created in the context of a specific case record. The parameters are related to the existing properties and fields of the case. For instance, {{case.caseId}} would return the ID of the current case while {{unit.name}} would return the name of the unit where the case is located. This information is extracted from the related case.

Supported Parameters

Case information:

  • Case Id: {{case.caseId}}

  • Ticket full number (including prefix and suffix): {{case.ticket.fullNumber}}

  • Ticket prefix: {{case.ticket.prefix}}

  • Ticket suffix: {{case.ticket.suffix}}

  • Ticket number: {{case.ticket.number}}

  • Ticket URL: {{case.ticket.url}}

  • Position in queue: {{case.position}}

  • Field value: {{case.fields.<fields-slug>}} For example: {{case.fields.case-subject}}

  • Online Meeting URL: {{case.onlineMeetingUrl}}

  • Customer name: {{case.customerName}}

  • Appointment local date: {{case.appointment.date}}

  • Appointment local time: {{case.appointment.time}}

  • Appointment duration in minutes: {{case.appointment.duration}}

  • Appointment agent: {{case.appointment.agentName}}

  • Case date (the date the case was created): {{case.date}}

  • Case time (the time the case was created): {{case.time}}

Inbox information (the inbox the case is in)

  • Inbox name: {{inbox.name}}

  • Inbox Description: {{inbox.description}}

Organization information:

  • Organization name: {{organization.name}}

  • Organization Description: {{organization.description}}

  • Organization Information: {{organization.info}}

  • Organization tagline: {{organization.tagline}}

Unit information:

  • Unit name: {{unit.name}}

  • Unit description: {{unit.description}}

  • Unit tagline: {{unit.tagline}}

  • Unit information: {{unit.info}}

Agent information:

  • The name of the agent currently serving the case (available when the case is Active): {{agent.name}} (Aug. 2024)

Workstation information:

  • Workstation name: {{workstation.name}}

  • Workstation Description: {{workstation.description}}

  • Workstation short name: {{workstation.shortName}}

Service information:

  • Service name: {{service.name}}

  • Service category name: {{serviceCategory.name}}

  • Service category description: {{serviceCategory.description}}

  • Service type name: {{serviceType.name}}

  • Service type description: {{serviceType.description}}

General information:

  • Timestamp: {{timestamp}}

  • Timestamp UTC: {{timestampUtc}}

  • Field value: {{fields.<fields-slug>}} For example: {{fields.personal-id}}

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Last updated 11 months ago

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