How to Connect Vapi as Data Destination
Integration will allow you to create calls and chats with your AI assistant based on data from other systems. For example, you can automatically create calls or send messages to your AI assistant based on data from your CRM, Google Sheets, landing page, or other services. This will allow you to effectively automate interactions with your AI assistant and save time by eliminating the need to manually create calls and chats.
Let's go through the entire Vapi setup steps together!
Navigation:
1. What will the integration with Vapi do?
2. How to connect a Vapi account to ApiX-Drive?
3. How do I configure data transfer to Vapi in the selected action?
4. Example of data that will be sent to your Vapi.
5. Auto-update and update interval.
Once you have set up a Data Source system, such as Google Sheets, you can proceed to set up Vapi as a Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as the Data Destination. In this case, you must specify Vapi.
Next, you need to specify an action, for example, "Create CALL".
- Create CALL - a call will be created in your Vapi account.
- Create CHAT - a chat with an AI assistant will be created in your Vapi account.
The next step is to select the Vapi account in which the call will be created.
If there are no accounts connected to the ApiX-Drive system, click "Connect".
Next, you need to enter the API Key to connect to your Vapi account.
To create an API key, go to the "API keys" tab, click "Add Key".
Next, specify the name of the API key and select which AI assistant it will work for.
Then click the "Create Private Token" button.
Copy and paste the API key into the appropriate field in the ApiX-Drive system.
When the connected account appears in the list of active accounts, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Select the AI assistant from which the call will be made and the phone number.
Next, select the required data that is in the Google Sheets cells, click on the parameter and it will be assigned to the selected Vapi field. When selecting variables, you will be able to see what data is in the Google Sheets fields.
You can use not only Google Sheets variables, but also manually entered data.
Now you can see the test data.
If you want to send test data to Vapi to check the correctness of the configuration, click "Send test data to Vapi" and go to your Vapi to check the result.
If you want to change the settings, click "Edit" and you will go back one step.
If everything suits you, click "Continue".
This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or set up Scheduled launch. To start the connection by time, select Scheduled start and specify the desired time for the connection update to fire, or add several options at once when you need the connection to fire.
Attention! In order for the Scheduled Run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Vapi as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!