For the use case it’s to give the assistant context, having direct access to the customer fields/custom values of the GHL subaccount connected is a must.
For example if I need to call a lead that just come in GHL subaccount I need the assistant retrive custom values (data on business), custom fields (data for the specific user).
This is extremely important for inbound calls (since in outbound we could inject those variables trought the post request to start the call).
For inbound the assistant needs to recognize a contact that missed our call and call back. the function of the integration to search for a match in contacts based on phone number it’s amazing! But what if it recognize it but don’t have the needed data stored in custom field/values?
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Another pro tips, since the integration GHL-VAPI it’s already live,would be to can update custom fields/values, add/remove tags straight from analysis or enroll/remove from a workflow in ghl subaccount instead of using a bunch of webhooks.
Use cases:
- the contact ask for be called in another moment -> update custom fields with a date
- no answer -> add tag no answer
- contact request to revive a sms with the calendar link -> enroll in a ghl workflow