From Intake Form, to Google Sheets, to Vapi?
# support
e
Hi all. I'm trying to customize interactions with assistants. We want to take information from a FORM on our website, log the Submitted data into a Google Sheet for reference, then once the customer is approved/verified we want Vapi to grab data/info from that Customer/Row as part of our Knowledge base. We are trying, but someone said we can only "write to with Vapi" and not "pull into Vapi" when it comes to external files. Is this correct or are we going about this the wrong way? Thanks in advanced.
k
Vapi is unable to read directly from Google Sheets, it can only write data to them. However, you can work around this limitation by either uploading approved rows as files to a Query Tool or by sending the data to Vapi in real time via a webhook before making the call.. https://docs.vapi.ai/tools/google-sheets
e
@Kings_big💫 Okay. Thanks, we'll check that out. Thank you.
c
checking if this is resolved/solved for you?
e
Hello. Just checking in again to see if there has been any update or improvements to support this. Note: We are not trying to make outbound calls here, we are trying to gather profile information from the user in order to setup their accounts.
c
Currently our google sheets tool is only for appending data and not reading. If you would like to see that feature on our platform, feel free to add it to the feature request list here -->
e
Can't you guys link the Feature Requests to our login IDs or something? We have to create another user name and password to another platform in order to submit a feature request?
c
Currently we are not able to link the accounts since they are different platforms, but if you have a google or GitHub account you can directly link it to that account to avoid having to create another login.
e
We 50 users/testers and we're looking for some help on how to store and retrieve each conversion from memory for each user. How do we onboard, retain and retrieve conversation history for each user, as each user will have total different/separate information that needs to be stored and retrieved for continuous conversation (example: doctors appointments, contact information, conversation threads, personal information, etc.) These are all Incoming calls or direct access, not Outbound calls. Google and Airtable are not recommended for security reasons so we're looking for options. Any ideas or suggestions? Thanks!
c
Use a CRM or a database with API endpoints to store the customer information, then use the API request/function tool for CRUD functionality on that data through those API endpoints. There are some videos on YouTube explaining this implementation and I will provide one of them down below:

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