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Parse CRM Data

What does it do?​

Extracts a value from the user's last text message using a regex pattern and stores the first capture group into a CRM data field. Useful for parsing structured information like ticket numbers, IDs, or codes from user messages.

1. Syntax​

  <node_name>:
    type: func
    func_type: system
    func_id: parseCrmData
    params:
      regex: "<regex pattern with capture group>"
      crmKey: "<crm field name to store the result>"
    on_complete: <next_node>
    on_failure: <fallback_node>

required params​

  • type type of the node
  • func_type here it will be a system function
  • func_id what function are we calling (parseCrmData)
  • params.regex a regex pattern with a capture group () — the first capture group (results[1]) is stored
  • params.crmKey the CRM data field name where the matched value will be saved (accessible via %chat:crmData.<crmKey>%)
  • on_complete next node if regex matched

optional params​

  • on_failure fallback node if the regex did not match or there is no text message
  • department assigns the chat to a department
  • agent assigns the chat to a specific agent (email address or CRM ID as defined in the Texter agents manager)

2. Examples​

Extract a ticket number from a message​

Parses a message like "(מספר פנייה:3223)" to extract 3223:

  parse_ticket_number:
    type: func
    func_type: system
    func_id: parseCrmData
    params:
      regex: "מספר פנייה:(\\d+)"
      crmKey: ticketNumber
    on_complete: show_ticket_details
    on_failure: ask_for_ticket_number

Extract an order ID​

Captures a 5+ digit number from the message:

  parse_order_id:
    type: func
    func_type: system
    func_id: parseCrmData
    params:
      regex: "(\\d{5,})"
      crmKey: orderId
    on_complete: lookup_order
    on_failure: ask_order_number

Extract an email address from a message​

  parse_email:
    type: func
    func_type: system
    func_id: parseCrmData
    params:
      regex: "([a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,})"
      crmKey: email
    on_complete: confirm_email
    on_failure: ask_email_again

In a typical flow: ask → parse → use​

  ask_ticket:
    type: prompt
    prompt_type: text
    messages:
      - "Please send your ticket number"
    on_complete: parse_ticket

  parse_ticket:
    type: func
    func_type: system
    func_id: parseCrmData
    params:
      regex: "(\\d+)"
      crmKey: ticketId
    on_complete: fetch_ticket_details
    on_failure: ask_ticket

  fetch_ticket_details:
    type: notify
    messages:
      - "Looking up ticket #%chat:crmData.ticketId%..."
    on_complete: next_step
tip

The matched value is stored in %chat:crmData.<crmKey>% and can be used in subsequent nodes for messages, API calls, or routing.

danger

The regex is applied to the last text message only. Make sure your regex includes a capture group () — only the first capture group is stored.

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