Welcome back everyone.
After Manthan's motivation, it's time to get started with our first AI assistant, where we integrate
with Make.com as well as other CRM solutions like Airtable.
And if you don't know Airtable, we can simply use Google Sheets or HubSpot.
So we will integrate our Vapi AI assistant with Make.com and then with Google Sheet.
This setup is going to be fundamental, basic and straightforward because I want you guys to get started
with Make.com, and I want you guys to get all the understanding of server URLs and end of call report,
function calling, etc.
So let us get started with it.
We are in our Vapi AI dashboard and let us create a new assistant of Customer support.
Click on Create Assistant and then this time we will use a template which is named as Customer support
because we are actually creating our assistant to help us in customer support.
And you can even start from scratch and trust me, when you will be used to this platform, you will
have no doubts or no questions, even from starting to scratch or using this template, because it will
be so easy to create any assistant of your preference or of your liking.
Let us name this assistant as Manthan awesome and then click on create.
So we have our first message.
We will say hello, this is Manthan and don't worry about these resources.
I will provide everything in the resource section in form of a document.
For example system prompt, if we go to analysis for example, summary prompt, success evaluation prompt,
everything will be in the resource section.
So all you need to do is copy and paste it in your assistant.
As we are using a template, you will be able to see that the system field prompt is already filled out,
but it is saying the name of Ava.
So actually we need to replace it with our name as well as our office or our industry.
So we'll copy this.
Go to ChatGPT, replace Ava with Manthan from AI Automation Agency and then hit enter while it is generating,
we will go back to our web and we will say hello, this is Manthan from Lunax agency.
How can I or how may I help you today?
Awesome.
Our prompt is generated so we will simply copy this, go back to our Vapi and then clear this out and
paste it here.
Now we can remove something from this prompt as well.
You can see design with a persona of a seasoned customer support agent in his early 30.
Manthan combines deep technical knowledge.
His voice is clear, warm.
We don't need this actually, because it will mess up with our voice as we are using 11lab voice or
Azure voice.
I hope you got my point.
Amazing.
Everything else is perfect and don't worry, you can play around with the system field prompt
later as well.
So we will select our provider OpenAI model GPT-4o cluster.
At this time, let us say GPT-4o mini cluster.
And we can also attach the knowledge base from my agency.
So let us go back to ChatGPT and we will say create ten FAQs from my agency in markdown format or copy
code format.
Awesome.
While it is generating the response, let us go to our Google Doc.
Now copy this code and paste it in our Google Doc, and then download this as a PDF or text file.
Go back to your Vapi dashboard.
Then we will add a new file.
Go back to our assistant.
Okay, It is insurance one and select the knowledge base for our Lunax AI agency and then hit on publish.
We will leave the max token and detect emotion as it is.
Let us go to transcriber and we will select the model.
Nova 2.
Don't forget to hit this publish button, otherwise it won't save.
And this time, as we are speaking in perspective of male, we will use azure and the voice of Andrew.
After that we have functions and tools, but we will skip this part as of now, because I want to keep
this lecture simple, straightforward, and easy for you.
Don't worry, we are going to actually deep dive in functions and tools in the next lecture.
Then click on advanced and leave it as it is right now.
Then we will add a server URL of make.com.
So just don't worry about this part.
We'll come back to it later and then click on analysis.
Well we need this summary,
we need the success evolution as well as we need to store the data in a structured format.
So we will use all of these 3 parts in this lecture.
First of all let us say we need to store the summary of our conversation between the agent and our end
user in a form of a Google Sheet or Airtable.
So we have to actually prompt the system to kind of summarize our entire conversation or transcript
of our conversation.
We will say you are an expert note taker or expert summariser
Take down the main points of the call and summarize them into bullet points and etc. etc.
and don't worry, I will provide this prompt in the resource section.
Then
Success evaluation.
Let us say we want to evaluate the conversation of our end user with our AI agent.
Like does our AI agent solve the problem?
Does it result or not?
So we will use simple rubrics, which is simple pass and fail.
And for the prompt we will use.
You are an expert call evaluator from my agency.
Return true if the customer's query has been resolved and return false if not, and make sure we have
selected the rubric as pass and fail.
You can even select percentage scale or Checklist or metrics whatever you like.
Then structured data.
Let's say you want to extract the data of the customer, for example, their name, their email, etc.,
from the call in a structured format.
So that's how you can use and that's where you can use structured data, and this is just one scenario
or one use case of structured data.
Let us say we want to fetch the name of the customer.
So in data schema we will say name and we will describe.
This is the name that the client gave us.
And then simply click on save.
And again we have to specify the prompt for this structured data.
We will type fetch the name that the caller provides and store it in a name property field.
All right.
We have added all of these three things.
And now we need to store all of this information in a Google sheet or a table.
For example we need to store the summary, the transcription, the call recording URL, the success
evolution, the structured data, everything in a Google sheet.
And that's why we will use Make.com to integrate our VAPI call conversation to Google Sheet again
Vapi AI ➡ Make.com ➡ Google Sheet.
So Make.com is the connector of both of them.
I hope this makes sense.
Amazing.
We have set up our assistant.
We have done with our model transcriber, voice and analysis.
Before we go to Make.com, let us just try to talk with our assistant.
Hello, this is Manthan from Lunax agency.
How may I help you?
Yeah, what a coincidence.
My name is Manthan as well.
That's a great coincidence.
Manthan.
Yes, that's quite the coincidence.
How can I assist you today?
Yeah.
What services does Lunax Automation Agency offers?
Lunax AI Automation Agency offers advanced AI solutions for automating.
Yeah.
Can you tell me a lot about chatbot service?
Sure.
Chatbots are AI powered tools designed to simulate human conversation, primarily used in customer support
and engagement.
Here are some key points about chatbots.
1.
They can handle inquiries, provide information, and assist with tasks like booking appointments or
processing orders. 2,
So what happened here is sometime our AI agent will answer in a format of one, two, three response.
So we can give our system will prompt an additional rule.
Let's say don't use number in your responses.
We will say like additional rule, do not use numbers in your response.
And we are giving example one, two, three, etc. so our AI assistant will not repeat that same mistake
again as well as we can decrease the temperature to 0.2 and then hit on publish.
Now let us go to our Make.com to connect our VAPI assistant with Google Sheet.
Again, make sure to sign up with this link so that you will get free operation for your first month.
I am in my dashboard and here you can see there are no scenarios.
You haven't create any scenarios yet and we are going to start and build from scratch.
So click on create a new scenario.
Again, Make.com is no-code/low code automation platform.
First of all, we will need a webhook.
Meaning, we need to actually call the HTTP request from our VAPI dashboard.
So we will select webhooks and then we will need a custom webhook.
Now let us create a new webhook.
Let's say add and we will say Lunax Agency webhook and then click on save.
After creating a webhook you will be able to see this link below.
So this is our server URL link.
So simply copy this address and then let us go back to our Vapi dashboard. In advance,
Scroll down.
And this is our server URL.
So paste our URL here.
And as you can see this is the URL Vapi will use to communicate messages via http post request.
Awesome.
And then click on publish.
Go back to your Make.com and then click on okay.
Now we have set up our webhook.
Now we need to actually store our information for example:- call summary, transcription, etc.
in Google Sheet.
Then we will need a router module in Make.com.
Why we need router?
Because if we want to pass our information to Google Sheet, we need two things.
If it is successful, it will pass the information to Google Sheet and if it not successful, it will
not pass the information.
So click on this plus button or add another module.
Then search for router.
Under flow control you will be able to see this router, which basically means dividing into two situations.
For the first situation we will set up our Google Sheet.
So click on this plus button and click on Google Sheet.
Then let us say we need to add a row of information for all of our call conversation.
Awesome!
Now here you will be able to see this button which is known as filter button.
So we actually need to filter something out.
We don't want everything from that call conversation right?
We want only call summary call transcription call date or phone number.
So we need to set up a filter for that.
So click on this button and you will be able to see this.
Set up a filter.
Let us label this name as - end call report.
For conditions and text operators,
You will not be able to see any things right now.
Why?
Because we have to actually make first a call from Vapi so that our Make.com has all the information
from our call.
Click on okay and make sure to click on the save button and let us save anyways.
Now click on run Once so it will be actively listening for our call.
So all we need to do is go to our VAPI dashboard and then talk with Manthan or talk with our assistant
as well as you can call from your phone number as well.
But my setup is being set up.
So I will use this interface.
Let us go back to our make while the call is connecting.
Well this is Manthan from Lunex agency.
How may I help you?
Hi, how are you?
Hello.
I'm here and ready to assist you.
How can I help you today?
Cancel the call now.
As you can see, our make integration has been run.
And congratulations.
You have made the setup between Make and Vapi AI.
If you click on the search button, you will be able to see all of the information. Under operation 1,
Click on this + button and in calls you will be able to see the type of call, created at which is date,
assistant ID, record URL, etc. so we have made the connection via our server URL.
Now we need to actually create a Google sheet in order to store all of the information.
So let us go to our Google Sheet.
First thing we need first thing we need is let's say date and time.
Then phone number of the customer.
Then we need call summary.
Then let's say transcript.
Entire transcript of conversation, call recording URL.
And we have also specified the success evolution.
So if the query is resolved or not, so it will return true or false for this instance.
So let us name this as resolved as well as we have also created a structured data which was name.
So we will say the name of the customer.
Go back to Make.com. In Google Sheet,
Make sure to sign up with your account, the same account that we have created the spreadsheet in.
Then in spreadsheet ID we have to actually select the file.
Sheet1.
And of course we need the headers.
And as you can see it has fetched up all the information from our Google sheet.
First of all, let us set up our filter and then we will add all of the information here.
So click on this filter.
And then in condition, you will be able to see this variable because we have set up the connection with
VAPI AI.
Now in calls you will be able to see all of this information.
So basically in condition we want to extract or fetch the information from the type of call.
So go to message and click on this type and then text operator equal to.
Well what do we want to fetch from our Vapi dashboard?
So go to Vapi.
Go to advanced.
And this is the server message.
Well we don't want the hung option or the model output.
All we need is end of the call report and then click on save.
Again, why we need end of the call report because it consists of all the information, all summary transcript,
call recording, URL, etc. So go back to make, in text operators,
We will type end of call report.
Similarly like this end of call report.
Make sure the spelling of end of call report is right and then click on okay.
Now that we have set up the filter again, we actually have to reinitialize our call. So let us go back
to our Vapi And then talk with Manthan.
Hello.
This is Manthan from Lunax agency.
How may I help you?
Hi, how are you?
Hello.
I'm here and ready to assist you.
How can I help you today?
Yeah.
How can you help me today?
I can provide information about our services.
Help?
After that after the call, you will be able to see this 1-1 in everything.
So basically it is the data that we have just passed from the call.
Now let us go to filters and you will be able to see this.
It has run successfully.
Let us go back to our Google sheet.
So let us add all of the values by just assigning the variables.
So for date and time we have to actually go to calls.
And here you can see it has fetched all the information from transcript, summary, analysis etc.
Even our success evolution and our structured data which is the name.
So for date and time, we can use created it.
Then for phone number.
It will basically be my phone number.
So I'm not showing to you, but I will tell you where you can find the phone number.
So the phone number you will find is in the call section and customer phone number.
But as of now we have just called with our interface Vapi interface.
There is no external phone number so we can use for anything like ID.
Then for call summary we can go to analysis and then we can use summary as well as you can get the summary
from outside.
Click on summary and for transcript.
We can use the transcript.
And for call recording URLs, we can easily get the URLs from this recording URL.
So for our F column, which is named as resolved, we can actually use our success evolution.
And then the name if provided we can use our structured data and then the name, and then click okay
and make sure to save this make scenario as well.
Now, in order to automate this thing, we can turn on our scheduling.
So anytime the call is connected with our VAPI, it will process the information in Google Sheet.
Awesome.
Now again click on save and let us make the call again.
Make sure the scheduling is on.
This is Manthan from Lunax agency.
How may I help you?
Hi, I'm John.
Hi, John.
It's great to meet you.
How can I assist you today?
Yeah.
Can you tell me the name of your agency, by the way?
Sure.
The name of our agency is Lunax AI Automation Agency.
How can I assist you further?
No, thank you very much.
That's all.
You're welcome.
John, if you have any more questions in the future or need assistance, feel free to reach out.
Have a great day.
Have a great day too!
Bye!
Now click on refresh.
And here you will be able to see all of our information has been stored.
But we don't want this green color.
So the date and time, the phone number.
Actually, I have hidden this phone number by using another field which is the ID, which is actually
false, but I hope you got my point.
So if we go to summary let us expand this.
So here's the summary of the main point from the call.
The caller John, which is my name, contacted the agency, manthan attended the call, and John asked
from confirmation of the agency's name and the full name of the agency is this.
And John didn't require any further assistance after learning the agency's name.
So you can see it has actually created a very good call summary, because we have used because we have
used a very good prompt in the summary section.
Then for the transcript, everything in here.
Awesome.
Then the call recording.
So you can just open this call recording.
Hello, this is Manthan and you will be able to find the recording.
How may I help you.
Hi I'm John, then resolved.
Yes.
Actually our query or actually the customer query was resolved.
And you will be able to see that the structured data, which was the name it has stored.
Awesome.
So that's how you can fetch all of the information from the conversation between our AI assistant and
our user or end customer.
And we can actually see what is happening in the conversation with the assistant.
Now let us play around with his assistant.
Now let us play around with this assistant once more.
Hello, this is Manthan from lunax agency.
How may I help you?
Hi.
Can you actually tell me a lot about your agency and what you offer?
Yes.
I'm here.
Lunax AI Automation Agency specializes in providing advanced AI solutions aimed at automating and enhancing
customer support processes.
Our offerings include AI training.....
Let us cut the call in between.
You will be able to see.
The transcript provided is incomplete and cut off mid-sentence because we have actually cut the call
in between.
And here is our transcript.
And for success evaluation.
It is actually false because the call was cut in the middle.
And it is actually not solving any user query.
Right.
Then we have our name because I specified not mention any name.
It hasn't actually stored any name here in our data structure or our in our data schema.
So I hope you got my point on how you can import and fetch all of the information from your VAPI call
assistant and the conversation that they have with end users.
Congratulations!
You have made your first simple and basic AI assistant by using Vapi as a middleman to collect all
of the information in Google Sheet.
So feel free to play around with this automation.
And the point I am again trying to make here is just get the hang of make.com.
Because if you know how to use Make.com sufficiently you can make any assistant that you like.