HighLevel’s Capture Information tools in Agent Studio help you collect specific user inputs during a conversation, such as an email address, phone number, selected option, or free-form text response. These tools are used inside a Sequential Node to gather structured information step by step before the agent continues to the next part of the flow.
TABLE OF CONTENTS
- What Are Capture Information Tools in Agent Studio
- When to Use Capture Information Tools
- Available Capture Information Tools
- Using Capture Information Tools in a Sequential Node
- Using Captured Information Later in the Flow
- How To Set Up Capture Information Tools in Agent Studio
- Frequently Asked Questions
What Are Capture Information Tools in Agent Studio
Capture Information tools are input collection tools that allow an agent to ask the user for specific information and store the response for later use in the conversation.
Instead of relying on AI to understand and extract details from an open-ended message, Capture Information tools ask direct questions and collect answers in a structured format. This is useful when the agent needs required information before continuing, such as contact details, preferences, topics, or user selections.
For example, an agent can ask the user to provide an email address, enter a phone number, choose from a list of options, or type a short response. The collected information can then be used by the next node in the agent flow.
When to Use Capture Information Tools
Use Capture Information tools when your agent needs to collect clear, structured information before taking the next action.
Common use cases include:
- Collecting a user’s email address before sending a confirmation or follow-up message
- Capturing a phone number before routing the lead to a sales or support flow
- Asking the user to choose one option from a list before sending them to the correct path
- Collecting free-form text, such as a topic, request, question, or description
- Gathering required details before an AI Agent node generates content, answers a question, or performs another task
These tools are especially helpful when the information is predictable and does not require AI reasoning to collect.
How Capture Information Tools Work
Capture Information tools work inside a Sequential Node. A Sequential Node runs each configured step one by one, allowing the agent to ask for information in a controlled order.
For a detailed explanation of how Sequential Nodes work, see How to Build Structured Agent Flows Using Sequential Node in Agent Studio.When a Capture Information tool is added to a Sequential Node, the agent prompts the user for the required input. After the user responds, the answer is saved and can be used later in the flow.
For example, you can create a sequence that asks:
- What is your email address?
- What is your phone number?
- Who is the target audience?
Once the user answers each question, the captured responses can be passed to another node, such as an AI Agent node, where they can be used to generate a personalized response or complete the next action.
Available Capture Information Tools
Agent Studio currently includes four Capture Information tools.
Email Address
The Email Address tool captures an email address from the user.
Use this when the agent needs a valid email before continuing, such as for sending confirmations, follow-ups, lead details, or application information.
Example:
Please provide your email address so we can send you the details.
Phone Number
The Phone Number tool captures a phone number from the user.
Use this when the agent needs contact information for callbacks, sales qualification, appointment follow-up, or support routing. The tool helps ensure the user enters a valid phone number before the flow continues.
Example:
Please enter your phone number so our team can follow up with you.
Single Choice
The Single Choice tool lets the user select one option from a predefined list.
Use this when the agent needs the user to choose from fixed options, such as a service type, interest level, audience category, support topic, or next step. The selected option can be used to route the conversation or personalize the next response.
Example:
What would you like help with?
Pricing
Booking a call
Product support
General inquiry
Text Input
The Text Input tool captures free-form text from the user.
Use this when the user needs to type a custom answer, such as a topic, question, description, business name, goal, or special request.
Example:
What topic would you like the content to be about?
Using Capture Information Tools in a Sequential Node
Capture Information tools should be added inside a Sequential Node.
A typical setup looks like this:
- Start with a trigger, such as a chat message,Lead Tag etc.
- Add a Sequential Node.
- Add one or more Capture Information tools inside the Sequential Node.
- Configure the prompt for each tool.
- Save the user’s response into a variable.
- Use the captured value in the next node or route.
In the shared example, the flow begins with a Chat message trigger. The conversation then moves into a Sequential Node that contains a Single Choice capture tool. After the user selects an option, the flow continues to a Router and then to a Triage Agent, which sends the user down the correct path based on the conversation design.
This allows the agent to collect the required input before deciding what should happen next.
Using Captured Information Later in the Flow
Captured information can be reused later in the agent flow as runtime variables.
This means the response collected from the user can be inserted into later prompts, messages, or actions.
For example, if a Sequential Node captures:
Topic: AI in beauty
Target audience: Older adults
Email address: user@example.com
Phone number: +1 555 123 4567
The next AI Agent node can use those values to generate a personalized output, such as:
Generate a blog post about the captured topic for the selected target audience. Include the captured email address and phone number as contact details.
This helps connect structured data collection with AI-powered actions while keeping the input process predictable.
How To Set Up Capture Information Tools in Agent Studio
Follow these steps to add Capture Information tools to an agent flow.
Step 1: Open your agent
Go to Agent Studio.
Open the agent you want to edit.
Step 2: Add or select a Sequential Node
Add a Sequential Node to the canvas, or open an existing Sequential Node where you want to collect information.
Step 3: Choose a Capture Information tool
From the left panel, go to Capture Information.
Choose one of the available tools:
Email Address
Phone Number
Single Choice
Text Input
Drag the tool into the Sequential Node.
Step 4: Configure the prompt
Add the message or question you want the agent to ask the user.
Examples:
Please provide your email address.
What phone number should we use to contact you?
Which option best describes your request?
What topic would you like the content to cover?
Step 5: Save the response as a variable
Assign a variable name to the captured response so it can be referenced later.
Examples:
phone_number
selected_interest
topic
These variables work like reusable values in the rest of the agent flow.
Step 6: Connect the next node
After the Sequential Node collects the required information, connect it to the next step in your flow.
This may be:
A Router
An AI Agent node
A confirmation message
Another action or processing node
In the example screenshot, the Sequential Node is connected to a Triage Agent, and the Triage Agent’s router outputs are connected to different follow-up agent nodes based on the user’s selected response. This means once the capture step is completed, the flow can route the conversation to the correct next step, such as silver price details, investment interest, email confirmation, no-invest response, or a general fallback.
Step 7: Test the flow
Run a test conversation to confirm that:
Each question appears in the correct order
Email and phone number inputs validate correctly
Single Choice options display as expected
Responses are saved into the correct variables
The next node uses the captured information correctly
Frequently Asked Questions
Q: Where can I find Capture Information tools?
Capture Information tools are available in the left panel of Agent Studio under the Capture Information section.
Q: Which Capture Information tools are available?
The available tools are Email Address, Phone Number, Single Choice, and Text Input.
Q: Do Capture Information tools use AI?
No. Capture Information tools are designed for structured input collection and do not require AI to collect the answer.
Q: Which node supports Capture Information tools?
Capture Information tools are used inside a Sequential Node.
Q: Can I use Capture Information tools inside an AI Agent node?
Capture Information tools are intended for Sequential Nodes. If you need AI reasoning, use an AI Agent node after the captured values are collected.
Q: Can captured information be used later in the flow?
Yes. Captured responses can be stored as variables and referenced in later nodes, prompts, messages, or actions.
Q: Can Single Choice route users to different paths?
Yes. The selected option can be used with a Router or later logic to send users to the correct path.
Q: Can the Phone Number tool validate the user’s number?
Yes. The Phone Number tool helps collect a valid phone number and can prompt the user again if the entered value is not valid.
Q: What is a good use case for Text Input?
Text Input is useful for collecting free-form answers, such as a topic, description, question, business name, or custom request.
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