Hi everyone— I’m still pretty new to Vapi. I want to run outbound calls, and because my logic is fairly complex I’d like to build everything as a Workflow instead of a single-prompt Assistant. In the guide’s e-commerce example, it tells you to upload a file that contains user information, but I don’t see where that file is actually used in the workflow. Could someone explain how to pass the data from a CSV (phone number, name, etc.) into a Workflow and use it during an outbound call? Thanks!

Upload the CSV in the Outbound Campaigns section, vapi will auto-pass each row’s data like

name

,

phone

into the Workflow, where you can reference them using variables like

{{name}}

Thanks for the reply! However, in the Outbound Campaign wizard there isn’t any field to pick a Workflow—only an Assistant. (See the screenshot I’ve attached.) How can I pass the CSV rows into a workflow if I can’t select one here https://cdn.discordapp.com/attachments/1400485251922530406/1400630019239313468/image.png?ex=688d55db&is=688c045b&hm=e9a656dcd68ad57e89a3faed98cf0ecfc86741779022815fc7c1e5fd618990f0&

To run a Workflow in an outbound campaign, link the Workflow to an Assistant first then when the campaign runs, each CSV row is passed to the Assistant, which triggers the Workflow with that data..

I’m still very new to Vapi—could you please walk me through, step by step, how to link a Workflow to an Assistant in the dashboard?

To link a Workflow to an Assistant, use the API or SDK to trigger the Workflow directly via workflowId..