How to Integrate Vapi with Make.com for Outbound Calls

in this quick tutorial I'm going to show you how to integrate vy. with make.com so first of all let's take a look why we would even want to integrate those two so first of all because we want to trigger calls or receive inone calls so let's start with outbound calls we want to of course be able to automatically trigger outbound calls like we used to with make.com but we also want to dynamically create our assistance for calling different people for example so for example we want to call Daniel from our CRM then we want to create an assistant that knows that it's going to call Daniel and that knows all data from the CRM about Daniel so that's what's dynamically creating an assistant means and I'm going to show it you in a second um but apart from this we also want to be able to um receive inbound calls and then dynamically create assistance so for example someone calls our assist that handles inbound calls and then we see okay we know this number it's Daniel who's calling then we also want to be able to dynamically create an assistant that knows that Daniel is calling right now and that also knows different information about Daniel from the CRM so then there's also function calling in VAP which happens during the call so during the call we can set different triggers that then trigger a function and then in make.com we can set up a function called listener and also create the function called response and then after the call we can receive end of call reports and transcripts and summaries and different information about the call and we can also set this up with make.com in this video I'm going to show you how to do the outbound calls and how to dynamically create assistance and in future videos I can show you how to do those three so now first of all let's start with this this is our example for the video we have an assistant called Sarah and Sarah is working for smile bright dental care and what Sarah does is she calls people from the CRM of smile Bri dental care in order to verify whether their data is still up to date now this is the CRM now here we've got only uh one client right now but of course there would be much more in the real use case we've got the phone number we've got the name which is Daniel we've got the profession he's an influencer and we've got his City and now Sarah is going to call Daniel on this number in order to verify if his information is still up to date now I have created I've set up Sarah here so I can show The Prompt to you and also so that I'm able to demonstrate why it's not possible to do this Insight here and where we need make.com so first of all let's look at the task you called people from your company serm to where verify if their data is still up to date here we've got the conversation you say something and then you ask if they still work as an influencer and you then ask if they still live in London and of course when we start the call we want Sarah to say hello this is Sarah from smer Dental Camp am I speaking to Daniel so this is the best way to start this call but there is no way to do this inside of the VAP interface because we can't dynamically load this data so we can't get the name we can't get the job or the place where they live so you could theoretically do this with functions so you could Define different functions that get name and um job and location from the CRM when the call starts and I've tried this however this takes a long time so it's like Sarah calls Daniel and then she says okay wait a second wait a second wait a second am I talking to Daniel that's that's not too good we don't want this so that's why we need to set it up the way I'm going to show you and yeah how to do it in make.com it's actually quite simple scenario so here we simply fetch data from the CRM in this case those for uh columns and then we make an HTTP request and this video is going to be about how to create this HTTP request yeah and it's actually not that difficult so the good thing is that we can do it all inside of v. so here in the API reference we can go to create a phone call and we can configure this post request where we just send some data to a server of ap. and if the server receives our data this then triggers the phone call to whatever number we want to call yes that's actually quite a nice thing and um we can configure this HTP request inside of vapi so we have to start with authorization here um we can in insert our API key we can find the API key in the API reference or in the dashboard somewhere in VAP here I'm not sure where right now but I'm sure you'll figure it out and then you simply have to put this barer in here and then next thing we need to set up the body and here we can uh yeah set lots of different make lots of different settings so in here we can configure everything that we can do in here and even some more things which is quite nice so here we can say Okay Max duration second so if the call takes too long it'll just end haven't put in any number here but we could specify it here um now here we could put in an assistant ID so we could just make it this assistant however then we can't dynamically put in data so we don't want to do this for now we want to create our own assistant where we first have to specify the transcriber in this case deep G model Nova 2 language English um then for the model for the language model we can select open AI um yes now here we've got our prompt which is this one we can simply copy it and insert it here role is going to be assistant um provider open AI we can use GPT 3.5 we can use GPT 4 whatever 3.5 is quick but GPT 4 is a bit better generally doesn't uh hallucinate and generally produces better results but I'm just going to use 3.5 for this um semantic caching enabled I put it to True most of the time but it's you can also put it to false if you like temperature um if you reduce temperature then this might be better for um um this might make it the assistant bit quicker might respond a bit quicker but yeah in general temperature is um how creative your assistant is yeah you can put 3.0 0.3 or 0.7 or whatever just figure out the best setting for you Max tokens 250 because I don't want the assistant to to create super long sentences because that would be a bit boring so yeah we limited at 250 tokens then for The Voice I've chosen 11 laps with Sarah um yeah we could make some more settings which I'm not doing in this case then recording enabled true because we want our call to be recorded end of call function enabled if we set this to true then the assistant is able to end the call itself so if the assistants decide okay um this is the end of the phone call then it can hang up itself which I really really like I always set it to True dial keypad function enabled false because we don't want like this would be if you want to say some if you want the assistant to say press one for this press two if you want to do this then you could do it but I don't know it doesn't seem very modern in my opinion Hipp enabled false because if you put it to true then you don't get any recordings or transcripts Etc um background sound office I just really like it if we have some background sound makes it sound more realistic then we can um specify the first message of our assistant um then this one is important voicemail detection enabled always put it to false because this uh function enables VY to detect if the voicemail answers so if VY makes a call and the voicemail of the person answers um then it doesn't make a lot of sense to have a conversation with the voicemail um so that he can just hang up in this case um it's probably a nice feature but I had it activated for a couple of tests and then in two cases the conversation started and then in the middle of the conversation VAP just ended the call and apparently it was because of the settings so I'll just always put it to FSE because we really don't want this to happen um end of call message so when the assistant before the assistant assistant ends the call it says goodbye we whatever then we could configure a server URL for an end of call report I might show it to you in another video um here we have the number that we want to call in this case it's my phone number um and this is also important this is the phone ID so this is the the ID of the number that we want vapi to use here in VAP under phone numbers you can EI either buy a number inside of vapi or import one from twio I've done both so this is from VAP this is from too um yeah and you just need to copy this ID and then you can use this number to make calls with your post requests so phone number ID yeah and then we have finished creating this post request and now we can even test it instead of appy so here we can click on send in order to test this request and see if our phone rings um yeah why not let's test it out that looks good but I'm not going to answer because we still can't load data dynamically I'm going to show you how to do this in a second one more thing when you try out making those requests in here then if something goes wrong you can see it down here so here now we've got HTTP status 2011 um which means that it worked but if you would get like if it doesn't work then you would have for example 400 and then you could just yeah see the errors here okay now how do we put this into make.com now in make.com so okay let's let's explain explain it like this this is the request we're making here we've got the header which says authorization barer and then our apiq then content type application Json and then the data and we basically just need to um to do the same thing in make.com so in make.com we select HTTP make a request and then here we have the URL where the request is going to be sent to and we can find this here so this is this one we just put it in here method post you can see here request post then headers first header authorization we can just copy it from here authorization and then um the API key and then second header content type application Jason again same thing as here body type raw content type Json application Json and now here we've got the body of the request and we can simply copy it from here so we start with the curly bracket we do not take this thing with we start with the curly bracket then oops then scroll down all all the way and to the last curly bracket then we copy this and then we simply put in here now I have obviously already put it in here yeah but now we've got this exact same thing in here so now we have just um recreated this request from VAP instead of make.com and it would already work like this however we want to D be able to dynamically create our assistance and I'm going to show you right now what this means because this is pretty cool um now here we've got our variables this is okay let's actually start with the number so what number do we want to call we want to call the number from our CRM from like this number so here we can simply put number and then select the phone number from Google Sheets yeah um then first message hello this is Sarah from SM bre Dental Care am I speaking to and then we have the name so it can now say am I speaking to Daniel and the way this is the reason why this is dynamic so why we're creating this assistant dynamically because if we put like 10 more people inside of this CRM then it going to call Daniel with this number and say hello am I speaking to Daniel then it's going to call Liam and say hello am I talking to Liam and the other ones so yeah this is what that dynamically creating an assistant means yes so yeah phone number am I speaking to Daniel and then in here this is the prompt the open ey prompt so that our assistant knows what to do and here we can ask we can tell okay you then ask if if they if they still work as profession which is going to be influenced you then ask if they still live in London so this is how to do that and I think yeah that's it all right so if we run this scenario then we're dynamically creating the assistant and this dynamically created assistant is only going to call Daniel from this number yeah so I'd say let's try it out let's make it run once and see what happens the good I'm getting a call hello this is Sarah from smile Bri Dental Care am I speaking to Daniel hey Sarah yes this is Daniel hello Daniel I'm an AI assistant working for smile bright dental care I'm calling to verify if your data is still up to date can you please confirm if you still work as an influencer hey yes I do great thank you and do you still live in London yes I do goodbye all right that was the call obviously not perfect should be adjusted much more if it want if we really want to use this but I hope yeah you understood the example this is how to integrate vapy with make.com if you have any questions then feel free to let me know also if you want me to make those videos so if you want me to show you how to dynamically create assistance for inbound calls which I explained before or show uh this function calling or end of call reports with make.com and VAP then also let me know I can show you everything yes I hope you like the video and uh have a nice day

Channel: Maximilian

Views: 1,204

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Id: IbgPEG8l09Y

Length: 17min 12sec (1032 seconds)

Published: Mon Apr 29 2024