Building AI Voice Agents with Customer Memory | Vapi Template
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- Опубликовано: 7 сен 2024
- In this tutorial, learn how to create transient-based assistants that access and utilize customer information directly from your database. Discover the tools needed, including Vapi, Google Sheets, and Make.com, and get a free advanced template to follow along.
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Jannis, your build videos have been incredibly helpful in creating a working inbound agent. I suggest making a dedicated video on capturing data and adding it to Google Sheets, covering scenarios like callers hanging up before the end message, difficulties getting Vapi transcripts into sheets, and troubleshooting call data when things don't go as planned (like the caller hangs up before the function runs, but we still want to get a bit of data and notification). Keep up the excellent work!
Your in-depth knowledge on chatbots is truly impressive! Your content is both insightful and engaging, making complex topics easily understandable. Keep up the fantastic work!
It seems the resources related to this video might not have been uploaded. Could you please check on that? I will appreciate it.
Hey, I appreciate the feedback, this is really helpful.
I've just published the resource - you should be able to see it now. Thanks for the heads up!
love your videos, the only struggle is everything is flowing, but it doesn't say the users name after calling the assistant. my spreadsheet data is successfully connected, but still the A.i doesn't say the users name during the call.
When you run the scenario manually, you can see where it gets stuck. I assume it is a mismatch between the number you use and the number the Google Sheet Search Row action checks
thank you so much for this! i loved your vapi tutorials and try to make one myself. 1 irrelevant question: for inbound calls, there are no numbers for some countries. is there a way to integrate a phone number for those countries other than twilio? i can not test all of tutorials because i can not make phone calls from my country to available numbers in vapi and twilio, so i had to talk on browser always
thanks for the great content Jannis, much appreciated!
Hey Jannis, great video! Ive added a step where the lead goes to my leaddatabase if not existent yet (data comes from a form) but its entering new values over and over again, what could i have messed up? janni
You want to make sure that you actually check against the same value that's saved within the lead database. If you're using GSheet, keep in mind that in some instances, the "+" sign isn't interepreted the same, so removing that from the phone numbers may help
Just had a question for you-is there any reason you use Make over n8n? I heard Make didn’t work that well with Vapi like n8n did. What are your thoughts?
I just worked with make.com since six years or so and I like it as theirs is a better SaaS version. N8N is great for more privacy oriented setups, but the way it is designed, dealing with authentication and setting up 3rd party apps is harder. I can certainly produce some more content on n8n if that helps.
awesome video, just wondering what is the advantage over creating a transient assistant directly in the response, without fetching an existing static one ?
You have more flexibility in bringing in dynamic information. Makes a lot of sense if you want to have more personalized interactions
Hey Jannis,
I’ve tried this a few ways and can’t get it to say anything besides First Name. The flow runs no problem and the data coming from the sheets in make is correct. It’s not being relayed back to the agent. The server URL is pasted in the settings window and the advanced window. I’ve tried unassigning the phone number and then reassigning too. I also notice that if I put the greeting as Hi, [first_name] - it will read that before make has a chance to get through the search rows filter. I tried putting [first_name] at the end of the greeting but still no luck.
I haven’t changed anything to the Bluprint either- just followed the instructions from the video.
Any idea why this might be happening?
Yeah facing the same issue here
What about adding dynamic data to outbound calls, specifically in the first message. I'd love to get my asistant to say, "Hi is this {customer_name}?"
I got a complete tutorial about that here: ruclips.net/video/U8K5WIVQtkY/видео.html
It would be an awesome video showing how to gather info from a user and store it in the sheet then be able to use it when the user calls back
So you're missing the part of updating the user info. While that works theoretically by analyzing the call transcript, it's not really reliable.
Based on my Voice Assistants I'm mostly Janice and not Jannis. Better collect the information via a form send by SMS
Awesome this is really interesting. Please make a video on tools using make and new squads feature
I've got one on tools or function calling, but will definitely work on the squads.
How would you do this for outbound calls? Because it looks like the "assistant-request" event is only sent for inbound calls.
for outbound calls you don't even need it. You can use the "Create Call' endpoint instead
@@jannismoore Oh yes, you're absolutely right. Didn't think about that. Made a scenario for that and it works like a charm, thanks a lot!
Hello. Jannis. The video you made about vapi is fantastic. I have a small request. Your recent videos are all inbound calls. Can you try making a promotional phone call for the first phase of the outbound event? I think many people want to use VAPI for telemarketing.
Great input. I have another video coming out soon on a pretty advanced outbound template (probably Wednesday or Friday). Is there anything specific you're looking for regarding the outbound phone call? Like special prompt, optimization, etc?
@@jannismoore I want to learn how to put the collected customer information into Google sheets or air meters
@@iartglass Got it. There are many ways to update customer information, but via phone calling, you have a high error rate of mispelling. It's possible with some workarounds, but it's not the most straightforward thing. Which exact values are you looking for?
Hi dear I'm trying to help local shops with inbound customer service please make a vid on sending callers info to another app with Zapier
exactly what i needed
Thanks for the great video
Hello Jannis; great video but it doesn't work; the scenario executes correctly and webhook response contains the updated "firstMessage", and yet, my assistant keeps saying "Hello [first_name]"
Hey, if the tag is spoken to you in plain text, then your dynamic JSON for the variable tags is most likely broken. Have you done any modifications to it?
@@jannismoore i checked the input & output of my dynamic JSON and everything is ok; i have seen people asking for help on Vapi Discord server because it doesn't work for them either after following your tutorial
The issue has been solved Jannis; I had to unassign my agent from the phone number, to have Vapi sending an assistant-request to the webhook; this detail is not mentioned in the video.
Ho Jannis, somehow the VAPI assistant does not say my first name. In stead, it says: Hello first name, how can I help you? Do I need to add a Server URL Secret?
That means your variables are not located. Maybe the dynamic variable JSON is not actually a valid json. I suggest checking it with some other json validator tool
@@jannismoore Thank you, Janis.
this is brilliant
thanks for the video 👏👏👏👏👏👏
Can you talk a about costs? like how much an especific use case would cost using vapi and make and maybe other usefull app
Do you mean per minute or project?
@@jannismoore per minute and cost, for example a debt collection case
Can vapi do voice on my website? VAPI has a chatbot on their website, but it's just knowledge base text.
I mean with audio/voice instead of text (or even both).
A demo showing that would be great.
Yup, I got a complete tutorial for that here: ruclips.net/video/XOVt1qHmrlg/видео.html
I ran. the scenario it said complete but it still just say [first_name] followed all instruction.
Did you adjust the dynamic variables within the actual variables JSON?
Killer !
Tell me, can we use the same template for outbound calling ? The bot would need to know Ie : Amount due, how late is the payment, name, etc ?
I have an outbound one being released later this week. You can theoretically use parts of the logic from this one too, but it needs to be reworked quite a bit
@@jannismoore Excellent, I can't wait for your video! Keep 'em up. So many AI "dudes" talking about AI voicebots, and you are definitely the top one for me. Trying to keep the noise to a minimum.
how do you get this module to run as soon as the agent picks up the call?
Vapi does that by calling the ServerURL that you added within your account. That server URL is then linked to the make.com scenario
@@jannismoore man its frusturating 😂 my use case has to be super cost efficient, i want vapi to grab names to use for the dynamic call, however for the server url on the account, and phone number level, you can't modify which server messages vapi sends to you, (atleast i tried to)
i tested it, and in a minute it sent 364 webhook requests, which adds an extra .36 a minute, which could be avoided if they just allowed which server requests can be sent on those levels just like you can on the assistant level, but on the assistant level it doesn't send a assistant-request,
in a dilemma here 😵
@@Timyarm You just add the same server URL into your assistant JSON and then limit the server messages to only the ones you want. the status update requests are usually bloating that whole setup so that's the first one I'd remove. This should give you the peace you're looking for
@@jannismoore ahh wait, so you add server url accountwide, and to the assistant, the same one? But if in order to grab dynamic info you can't set your phone number to a designated assistant since its a higher priority run?
@@Timyarm This is true for inbound agents, correct, but you can still check within the scenario against the phone number ID (That's available anyways within Vapi)
bro please post video a how cloned yourself for the content creation the intro looks like ai version of you isn't it
Bravo! Now, is there a way you could cut down the steps I feel like I'm walking through a maze.
Totally. You won't need to do much except of importing the template and setting up the variables and Google Sheet connection. You'll find all of it in my resource hub: hub.integraticus.com/building-ai-voice-agents-with-customer-memory-vapi-template/
How do I download the template?
By heading over to my resource hub under hub.integraticus.com
Trying to register- no dice :(
On the hub link, there is a little button to register - that didn’t work?
What kind of background noise is this? are u making music with a matrix printer? lol!
I didn't even notice that haha
can you build something that is completely free to use? @Jannis Moore | AI Automation
I can, but it's rarely worth it.
@@jannismooreplease do it will help me as well as a lot of people who are not willing to pay per minute for their AI boys