Hi guys.
In this lecture I will show you another example on how to set up tools and how to use tools in your
assistants.
Now, if you have already exported tools, you might skip this lecture and move on to the next one.
I am in my Vapi dashboard and I have created this assistants to save your time.
I have just changed the name from the last assistants, which is Manthan's cafeteria.
We might want to change the name.
Don't worry about it.
Let us say this is Mike.
From Manthan's cafeteria.
For this ideal scenario, I just want to know that whenever someone is calling to our assistant, we
want to know that they are existing customer to my cafeteria or new person.
Alright, I have created this Google sheet because in the last lecture we have used a table.
So this time we will use Google Sheet.
I have set up the customer ID name, number and the last order.
All right so we will know that they are existing customers or they are new customers.
So let us go back to our VAPI.
Go to tools and then we will create new tool.
First of all we will need our server URL.
So go to make.com and then create new scenario.
Let us change the name.
First of all.
Click on save.
Copy this URL.
Click on okay and paste it in our server URL.
Click on save.
Next.
What schema do we need?
Obviously we want to check the number of our user.
So in the property tab we will say number or phone number.
I don't know why this is actually going down.
And this will be number.
Then click on save.
You can also create multiple properties if you are building like huge workflow or huge scenario for
your use case
We will name this as.
All right.
We have added our property which is phone number.
And we are saying check if the customer is an existing customer from the phone number.
Then click on create.
And now we will need async tool because we want to check the user's current information on the fly.
I have rewritten the system will prompt for my use case which is cafeteria.
Paste it here.
Then click on publish because we need some order taking instruction and something like that.
Go to functions and we are not using this tool and select our GetUserinfo and click on Publish
Now we have to actually establish a connection between our Vapi assistant and Make.com.
So go to make.com and make sure it is running or actively listening.
Let us go back to our VAPI and call our assistant.
Hello, this is Mike from Manthan's cafeteria.
What do you want to order?
Yes, I want to order a pizza.
Sure, I can help with that.
May I have your phone number to check if you're an existing customer?
Yes.
My phone number is (997)Â 972-6767.
Thank you for providing your phone number.
You can use the data that we have just in the call.
Click on Use existing Data and in messages.
You will be able to find the phone number that we have provided. Now let us set up our Google sheet,
Go to Google sheet.
Here we are searching.
So click on search row advanced.
Choose your file.
Mine is Manthan's cafeteria, sheet one for query.
We are going to use SQL or SQL.
And for those of you who don't know SQL, simply type select asterisk and then where.
And now where we are searching from.
We want to know the number of this C column.
So we will say select where and then we will add our column is equal to.
And then we will use.
Then go to call tool.
Call function argument and then phone number.
Amazing.
Now click okay.
Next thing you know is we will use a router.
This will be the success part and this will be the failure part.
But for this class, because I want to save some time, I will be setting up only success part.
Go to webhook and then paste our code.
Go to the server response format.
Copy this.
Go back to our make and in the body paste this JSON code.
The toolID will be under ToolCall and then id.
And the result is do you want to reorder your last order.
And for last order we will use our Google Sheet data.
It is as simple as that.
And let us set a failure as well.
Paste that JSON Code.
And for new user, we will directly say what do you want to order?
Click okay.
Now save this.
Delete old data Go back to your assistant and let us call with our assistant.
Hello, this is Mike from Manthan's cafeteria.
What do you want to order?
Yes.
What do you have?
First of all.
Sure, I can help with that.
But first, could I have your phone number and check if you're an existing customer?
Yeah, it's 1234567890.
Hold on a sec.
It looks like you're an existing customer.
Would you like to reorder your previous order, or would you like to hear today's menu option?
Yeah.
As you can see, it was able to fetch the last order as well as it has set up the connection that we
are the existing customer.
And let us try again with non existing customer or new customer.
Hello, this is Mike from Manthan's cafeteria.
What do you want to order?
Yeah.
What's on the menu?
First?
Sure.
I can help with that before we proceed.
Could I have your phone number to check if you're an existing customer?
Yeah, it's 9979.
Could you please provide the complete phone number?
This will help me check if you're an existing customer.
Yeah, it's 1239567910.
Give me a moment.
Would you like to hear the menu option?
Yeah, I would like to hear the menu options.
Sure.
Here are some of the popular items on amazing guys.
So this is how you can set up tools and implement them in your assistants.
You can use Airtable Google Sheet, whatever CRM solution you like, for example, HubSpot, etc.,
etc. so don't worry about it.
And from next lecture onwards, we are going to build a robust and effective AI chatbot assistant.
Sorry, effective AI call assistants.
All right, I will see you in the next one.