Assistance with capturing caller information
# support
d
The assistant I created is reading the script smoothly as designed but isn't sending all the required information with the tool I set up. Is there anything I can do to make this more accurate
v
@DanielK It sounds like there may be an issue with how the tool is configured or how the data is being passed to it. To help you more effectively, I would need to know more details about the tool you're using and the specific information that isn't being sent correctly. Could you provide more details or share the relevant part of your script where the tool is integrated? This will allow me to give you more targeted advice on how to resolve the issue.
You can continue this conversation by mentioning me in the message.
d
Required Information: Callers Name Callers phone number Purpose of their call Department they will be directed to
@Vapi
v
@DanielK To ensure that all the required information is sent accurately with the tool you've set up, you'll want to check the following: 1. **Data Collection**: Make sure your assistant is programmed to ask for and collect the caller's name, phone number, purpose of the call, and the department they wish to be directed to. 2. **Data Validation**: Implement validation checks to ensure the data collected is in the correct format (e.g., phone numbers should have the correct number of digits and format). 3. **Tool Configuration**: Review the configuration of the tool to ensure it's designed to accept and process all the pieces of information you're collecting. 4. **Data Passing**: Check the part of your script where the tool is called to ensure that all the collected information is being passed correctly to the tool. This often involves making sure the variable names match and that the data structure expected by the tool is adhered to. 5. **Testing**: After making adjustments, thoroughly test the system to ensure that the tool is now receiving and processing all the required information correctly. If you have the script or code snippet where the tool is integrated, I can provide more specific guidance. Otherwise, these general steps should guide you in troubleshooting the issue. If you need further assistance, please provide additional context or details about the tool and the integration point.
d
@Vapi Instructions for Audio Interactions: Closely follow this set of instructions to successfully collect required information. 1. Ask for their full name: Start with a friendly greeting: "lets see what we can do for you today, can um I get your full name please? #Customer Response After the caller responds, confirm and ask for the spelling: For example, "Thank you [Caller Name], and how do I spell your last name?" #Customer Response 2. Politely request their contact number: "What’s a good phone number for us to reach you at?" #Customer Response Confirm the number by repeating it back: "Just to confirm, your phone number is [repeats number]. Is that correct?" #Customer Response 3. Inquire About the Purpose of the Call: Determine their needs: "Are you looking to speak with a specific department, or how can I help you today?" #Customer Response Listen carefully and interpret the department based on their response. 4. Determine and Confirm the Appropriate Department: Clarify the department: "It sounds like you need the [Sales/Finance/Service/Parts] department. Is that correct?" If the caller disagrees, ask for more details to accurately determine the correct department. #Customer Response 5. Concluding the conversation: Ask if there's anything else: "Is there anything else I can help you with today?" If the caller has additional requests, address them appropriately. If the caller says no, end the call courteously: "Alright, we appreciate you contacting us! I will direct you to the [department] now." End-Call Action: Run the getUserInfo tool to record the information. You must not proceed without gathering all required information. Ensure all collected information is accurate and complete before directing the caller. Required Information: Callers Name Callers phone number Purpose of their call Department they will be directed to
v
@DanielK Thank you for providing the detailed instructions for audio interactions. It seems you have a clear process for collecting the required information from the caller. To ensure that all the information is recorded accurately with the getUserInfo tool, you should: 1. **Implement Data Capture**: Make sure your system is designed to capture the caller's responses at each step of the interaction. 2. **Data Validation**: After capturing the data, validate it to ensure it's in the correct format and complete. For example, check that the phone number has the correct number of digits and that the name is spelled correctly as confirmed by the caller. 3. **Use Context Variables**: Store each piece of information in a context variable that can be passed to the getUserInfo tool. For example,
callerName
,
phoneNumber
,
callPurpose
, and
department
. 4. **Tool Integration**: Ensure the getUserInfo tool is properly integrated into your system and that it's called with the correct parameters. The parameters should match the context variables you've set up. 5. **Confirmation Before Proceeding**: Before running the getUserInfo tool, confirm that all required information is present and validated. 6. **Testing**: Test the entire flow to ensure that the getUserInfo tool is being triggered at the correct point and that it's receiving all the required information. If you have the getUserInfo tool ready to be integrated, please provide the necessary parameters it requires, and I can assist you further with the integration. If you encounter any issues or have specific questions about the tool or the process, feel free to ask for more assistance.
d
@Vapi Would dynamic variables help
v
@DanielK Yes, dynamic variables would be very helpful in this context. They allow you to store and manipulate data that changes with each interaction, such as the caller's name, phone number, purpose of the call, and the department they need to be directed to. Here's how you can use dynamic variables in your process: 1. **Capture and Store Information**: As you interact with the caller, you can store their responses in dynamic variables. For example: -
callerName
for the full name -
phoneNumber
for the contact number -
callPurpose
for the purpose of the call -
department
for the department they need to be directed to 2. **Validation and Confirmation**: After storing the information in dynamic variables, you can use them to confirm the details with the caller, ensuring accuracy. 3. **Passing to Tools**: When it's time to run the getUserInfo tool or any other tool, you can pass these dynamic variables as parameters, ensuring that the tool receives the correct, up-to-date information. 4. **Flexibility**: Dynamic variables provide the flexibility to easily update the stored information if the caller corrects or changes any details during the call. 5. **Consistency**: Using dynamic variables helps maintain consistency across the interaction, as the same variables are used from capturing the information to passing it to the tools. By implementing dynamic variables in your voice API, you can improve the accuracy and efficiency of the data collection process, ensuring that all required information is correctly captured and utilized. If you need assistance setting up dynamic variables or integrating them with your tools, please let me know, and I can provide further guidance.
s
make sure your tool description has usage, purpose, expected input parameters and output in 160 characters to describe your tool completly.
also share the call id with timestamp/
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