Need help forwarding calls
# support
f
Hi, I have my assistant ask the caller for their Zip Code. Based on their response I would then want to forward the call to a number based on that Zip Code. Example: Zip code 12345 goes to +1451112221, Zip Code: 41525 goes to +124521555. I have an Google Sheet that contains Zip Codes and numbers assigned to them. I use make.com and can successfully find the info I need in my scenario. How would I add/configure tools do this? My Assist ID: cfd57805-1694-489a-9488-b5457a04f8a1
v
@Francois To configure your system to forward calls based on Zip Codes using make.com (formerly Integromat) and your Google Sheet, you'll need to set up a scenario that includes the following steps: 1. **Webhooks**: Set up a webhook in make.com that your assistant can call when it receives a Zip Code. This will be the trigger for your scenario. 2. **Google Sheets**: Add a Google Sheets module that searches for the Zip Code received from the webhook in your spreadsheet. Configure it to retrieve the corresponding phone number. 3. **HTTP Response**: Once you have the phone number, you'll need to send a response back to your assistant. Use the HTTP Response module to send the phone number back to your assistant. 4. **VAPI Integration**: On the VAPI side, you'll need to set up an endpoint that your assistant can call when it receives a Zip Code. This endpoint will trigger the make.com webhook. Here's a high-level overview of how you can set this up: - When your assistant receives a Zip Code, it should make an HTTP request to the webhook URL provided by make.com. - The make.com scenario gets triggered and searches the Google Sheet for the corresponding phone number. - Once found, make.com sends the phone number back to your assistant via the HTTP Response module. - Your assistant then uses the received phone number to forward the call using the
transferCall
function. For example, if the assistant receives Zip Code 12345, it will call the webhook, which will search the Google Sheet and find that it corresponds to +1451112221. Make.com will send this number back, and your assistant will execute
transferCall
with +1451112221. Remember to format the phone numbers correctly (E.164 format) when using the
transferCall
function and to test your setup thoroughly to ensure it functions as expected. If you need assistance with the specific configuration of make.com or the VAPI integration, please ask support for more info on this.
You can continue this conversation by mentioning me in the message.
Got it. Tagging @User for additional help.
f
I understant that thanks. How do I configure Vapi to use an dynamic number in the transferCall tool?
s
You can read this doc
f
I read the doc. I don't understand where to add that. I have a make.com scenario as follows: My assistant is asking for the callers's Zip code and once identifies, it finds a technician name in an Google Sheet. I then want the assistant to forward the call based on the number of the corresponding technician phone number. "
Hello?
s
You will need to add it in "model": { "model": "gpt-4o", "toolIds": [ "ff3c9b9d-0343-4537-8e5f-6e8062968c28", "cdb58f92-fa5a-4dc8-b646-de533af034ed", "9c94dd8b-d8a5-404e-b412-7689d317b090" ], "messages": [ { "role": "system", "content": "[Identity]\nYou are a helpful and knowledgeable virtual assistant for Miami Jump Starts, a Mobile Mechanic Company serving Miami and the surrounding area. The services are provided 24 hours a day. Speak Slow and clear. The date and time now is {{formatDate(now; "YYYY-MM-DD HH:mm:ss")}}\n\n[Style]\n Day hours are from 8am to 8pm. Prices are $100 during Day hours and $160 any other time.\n\n[Style]\n- Be informative and comprehensive.\n- Maintain a professional and polite tone.\n- Be concise, as you are currently operating as a Voice Conversation.\n- Tone: conversational, spartan, use less corporate jargon\n- Act as Isabella, an assistant who is a human being and has real feelings.\n- Talk slowly and clear\n\n[Response Guideline]\n- Answer questions thoroughly. \n- Provide accurate pricing information if the caller asks.\n- Talk slowly and clear\n\n[Task]\n1. If they haven't given you their name, ask for their name and greet them. *Complete this before moving on*\n2. Inform them that This call may be recorded for quality assurance and training purposes.\n3. Inquire about their current car issue they have.\n4. Let them know what the price will be. *Only tell them the price based on the time they are calling. Do not mention any other prices, unless they ask*\n5. Ask where they are located. \n6. If they did not provide a full address that contains a Zip Code, inform the user you will send a text message to help them find their Full address, including the Zip code. Call the function \"getCallerZip\" and wait for user response. *Do not move forward until you know the caller's full address.*\n5. Ask for the Model, Make, Color and License Plate of their car.\n6. Confirm issue, car and Full address location details with the caller.\n7. Inform the caller that you will transfer the call to the next available technician. The technician will arrive in the next 10 - 30 Minutes \n8. Call the function \"identifyTech\". Wait for tool response and inform the caller the name of Tech the call will be transferred to.\n9. Call the function \"Transfer_Call\"" } ], "provider": "openai", "maxTokens": 250, "temperature": 0.7, "emotionRecognitionEnabled": true, "tools": [{your-transfer-tool}] }
f
Thank you for your response Sahil. I see where I need to add it thank you. ""tools": [{your-transfer-tool}" How do I add my webhook response there? Do I need to create a Tool called transfer tool? What script do I use? I'm sorry to bug yuou : ) Can I have a call with someone? This is urgent and I feel that everyone is giving me short answers. I asked multiple other people online and no one can help me.
To summarize to make it easier to understand: 1. Call comes in and it starts a make.com scenario using get-assistant. 2. Assistant asks for certain info, including a Zip code. 3. It runs a tool called identify Technician. This triggers a webhook in make.com that searches for the zip code in a Google Sheet and responds via a webhook response with the technician name. 4. I then want the assistant to transfer the call to the number of the technician it found in the Google Spreadsheet.
I currently don't have any tools to transfer. So i would need to know what tool to create. What content it should have. Where do add it in vapi and where to add it in make.com if needed
All this works, except for Step 4 that I need help with 🙂
Hi Sahil, Can you offer any more gauidance on this please?
s
You will need to have all the number assisgned in your tools
section
you can't just pick the number from the sheet
and transfer
f
Hi Sahil. I have found a workaround by updaing the forwarding number via the API once the number is identified. Although the patch works, it still forwards the call to previously stored forwarding number. Is there a delay that is preventing the call to update on the fly?
Do the platform support dynamic updates to the forwarding number during an active call?
s
There is a way through which you can do it but like
it you need to be very techincal then only you will be able to understand it.
and it will require lot of configurations
f
That's fine. How?
f
Ok, I will have a look and get back too you
Thank you
a
@Francois I do something similar but I park the call with Twilio Studio, make an API call to find the forward to number and then have Twilio forward the call to the dynamic fwd to number
f
That’s interesting. Do you mind sharing your config?
And is that the most efficient way you found to do it?
I tried doing it by making an api call to update the forwarding number of the assistant. This works, but the live call still seem to have the previous forwarding number stored.
I haven’t tested by adding a delay to see if the number updates
a
The previous forwarding number? Is it passing this as the outpulse number to the number you're forwarding to?
f
So let’s say a call comes in and my assistant is configured to forward the call to 1234567890. The assistant ask the caller for their current zip code. It then runs a function to look for that zip in a Google Sheet and finds a technician name and phone number (2222222222). Make.com connects via api to update 1234567890 to 2222222222. (Which updates successfully) The assistant then informs the caller the name of the technician it found in google sheets and forwards the call. Instead of the call to be forwarded to 2222222222 it sends it to 1234567890, but if you check the config the forwarding number shows 2222222222
Seems that the updated config doesn’t reflect on the active session. If another call comes in, it will now forward the call to 2222222222
a
Ah ok. Yeah I dont have this problem with my solution. Instead of a spreadsheet Im sending a POST to a 3rd party endpoint with the zip code to grab the number and forward the call. Works like a charm.
f
Do you mind sharing the config? Or even just show me a screenshot of your make.com scenario so that I can see the steps. : )
And what 3rd party do you use?
a
We're not using make.com. I just Azure Logic Apps for workflow automation. The 3rd party is Ringba
*use
f
Hi Nikhil, Can you give me an example of what it should look like with the server messages added? I cant get it to work. Who else can I work with?
WHat am I missing?
s
Let's get on a quick call and we can discuss over there for now, I am marking it as complete
s
I'm trying to get data tagged from Vapi and then transferred to Ringba with my call. Basically the user gives name and through questions whether they are qualified. This then I am trying to route through Make and then Ping Ringba the data so that I can route call to the correct place. I'm struggling with the Make part and how to get everyone to talk to each other. Can someone point me in the right direction?
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