Hello, Over the past few days, I’ve been trying to...
# general-english
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Hello, Over the past few days, I’ve been trying to figure out how to pass customer profile data from the CRM (GHL) to the AI Calling Agent to personalize calls. While it sounds straightforward, I haven’t been able to find a solution. I use Relevance Ai, Make.com and Vapi Here’s what I’ve explored so far: 1. Relevance’s “Make a Phone Call” Module: This option issue is that Relevance assigns a random phone number for outbound calls. Unfortunately, 99% of these numbers get flagged as spam, and there’s no way to use a custom phone number. 2. Relevance’s “VAPI AI - Make a Phone Call” Module: This option allows you to choose a custom phone number and specify the VAPI assistant for the call. However, it doesn’t provide a way to pass customer data to the VAPI assistant to personalize the conversation. 3. Python Code Module in Relevance: I considered creating a call using Python within Relevance. However, after reviewing the VAPI API documentation, I couldn’t find a method to pass the necessary data (customer profile) to the calling agent for personalization. 4. Direct Integration with Make.com and VAPI: I also tried bypassing Relevance and working directly with Make.com and VAPI. Unfortunately, I encountered the same roadblock—no clear way to pass the required data to personalize the call. Have I missed something in the documentation, or is there another approach I should explore? Any guidance would be appreciated!