This is vapy.ai.
It's the tool that will allow us to
create our AI voice agents. If you want,
you can click on talk to Vappy and you
can have an idea of how good the tool
is. The good thing is you can get
started for free. So, all that you need
to do is click on open dashboard, sign
up for the tool using your email or
Google account, and then once you sign
up, you're going to land on this page
here. On the left side we have
everything that can be done with Vappy.
This is a simple overview. In here you
are going to see the number of calls
made, average duration, total cost.
Today we are going to be focused on
assistants and to those. So the first
thing when you click here on assistance
that you will see is the assistance that
you've created. In our case there is a
default assistant called Raleigh. And to
the right you can see how much it will
cost to use this assistance in a minute
base. So to use rally you are going to
pay 15 American cents per minute and
this is the latency of this model. We
are going to be seeing this more in
details soon. Okay. So the model is open
AAI GPT40 cluster and then you have here
a brief configuration of what this agent
will do. So the first thing is when the
agent pick ups the call, we have the
option here of first message mode. In
this case, the agent is going to be the
first one to say hello, how can I help
you? For example, in this case, the
message is thank you for calling. Then
we have a default opening here and then
the agent is introducing itself and
asking how it can help. So in this case,
the agent speaks first. If you want, you
can set it up so that the agent waits
for the user to speak or if you want,
you can also make the agent speaks
first, but based on what the AI
generate. So in this case, it won't be
this message here. Then we have
assistant prompt and this is the most
important part of your voice agent. So
in here you will define the identity and
purpose of your voice agent, the persona
and many more characteristics that will
make or break your AI voice agent. Going
down a little bit more, we have the
voice configuration which is the voice
that your AI agent will use. In this
case here, by default we have Vappy as
the provider and this is the voice that
has been selected. If you want, you can
choose between many other providers such
as 11 Labs, Deep Grand and much more.
Now, let's just have a quick look here
on tools as well because tools are
extensions that enable your AI voice
agents to do specific tabs. Okay, we
will be seeing all of that in this
tutorial. Let's create our very first
one and see how it will perform. So if
you click on create assistant, you're
going to have an option to name your
assistant. You can either start from a
blank template or you can select a
predefined agent here. So let's start by
giving it a name. In our case, our AI
voice agent will be called Atlas and it
will be a customer support specialist.
So let's click on it and select create
assistant. Okay, I'm not sure why, but
when I created the agent, it was named
as Alex. So, if the same happens to you
for some reason, just click on this
pencil icon and then you can rename the
agent again. So, now we have it named as
Atlas. And the first thing that I want
to do here is I will replace everything
that says tech solutions. Now, let me
show you something. For the sake of this
example, we created a company called
Eden Supply. This is an imaginary
company that sells tea. So I created
here some policies and FAQ questions.
And the idea is we are going to upload
this document in our AI agent and this
will enable our AI agent to answer the
questions related to this document. So
for example, if a customer calls our
company and asks what is the processing
time of your orders, the agent should be
able to say our orders are processed
within one to two business days. So the
idea here is we would started with a pol
documents and as new questions pop up we
would be constantly updating this
document. So if we go back to Vapi then
let's go to more and in files you're
going to click on choose a file and
select the pol or the document that you
want your AI voice agent to have
knowledge about. Now that our assistant
has knowledge about our polus and FAQ
document. Let's go back here to
assistants down here. Let's just make
sure that we select that file and then
we are going to click on publish.
Publish is the way of saying that you
are saving whatever change you make
here. Okay. So just click on publish.
And now what we can do is we can quickly
come to our assistant prompt. And as you
can see by default this agent has a
prompt. We are not going to be reading
the whole thing. Now we will create
another AI voice agent from scratch so
you can better understand the prompt.
But for now, the first thing I will do
is change everything that has tech
solutions in it to Eden Supply, which is
the name of our company. Okay, now that
we have our prompt with the correct name
of our company, let's finally test our
AI voice agent and see how well it
performs. So to test it, the first thing
we'll do is just click on publish and
then skip. And now we will click on talk
to assistant. Hi there, this is Alex
from Eden Supply customer support. How
can I help you today?
>> Hi, my name is Marcus. Uh, I want to buy
some tea supplements and I would like to
know how much is the shipping cost to
Australia.
>> Thanks for reaching out, Marcus. For
international shipping, uh, including to
Australia, the rates are calculated at
checkout based on your order and
shipping location. Um, if your order
meets the free shipping criteria, it'll
be adjusted accordingly. If you have any
other questions or need help placing
your order, feel free to ask.
>> Yeah, actually I have. I would like to
know how long do you take to process the
returning?
For example, if I want to refund my
product, how long will it take for you
guys to process that refund?
>> Good question, Marcus. Refunds are
processed within five, seven business
days after the return product is
inspected. Let me know if you need
details on starting a return.
>> Okay, thank you so much. I actually only
have a final question and the question
is um can I track my my delivery? How
can I do it?
>> Yes, you can track your delivery. Once
your order is shipped, you'll receive a
confirmation email uh with a tracking
number. You can use that number to track
your package online. If you have any
other questions, feel free to ask.
>> Yeah. Uh, if I change my mind, how how
much time do I have to to cancel my
order?
>> You can cancel your order within 12
hours of making the purchase. If you
decide to cancel, just let us know
within that time frame. If you need help
with cancellation or anything else, I'm
here for you.
>> All right. So, as you can see, the
quality of this call was really, really
good. However, one of the things that
caught my attention was the fact that
the AI voice agent introduced itself as
Alex. And the mistake here was I name it
as Alex, but in the first line, I forgot
to change from Alex to Atlas. So, just
make sure that you do it on your own
voice agent. Okay. And as you can see,
all the questions have been successfully
answered. And as you can see here on the
transcript, every time that the tool
needed to answer a question, you can see
here this command say default query tool
and basically this means that the AI
voice agent was calling our document to
research the database and then based on
the document it was answering our
questions and that's where we need to
understand that the first time this
never will be perfect. So the idea here
is you will interact with your AI voice
agent and based on the conversation you
will adjust the prompt. So it will be
back and forth in the beginning. You
talk to it, it give you results and you
modify it based on what you want the
agent to do. Okay. Now what we are going
to be doing is creating another AI voice
agent but this time from scratch and
this one will have the ability to book
appointments in our calendar. So it will
be a much more powerful agent. Let's
click on create assistant. Now for this
one I will name it Polaris and we are
going to select blank template and click
on create assistant. As you can see, the
name now is Polaris, which is right.
This is our cost for this agent and the
latency. If we want to change it, we
just click on here. And here you can
have a good idea of how much you will be
paying for it, but also the speed it
takes for the agent to reply. I want
Polaris to speak first. And this is the
first message I want her to say. Let's
change it. So, this is the first thing I
want Polaris to say when someone calls.
As you can see, I created a company
called Pixonness. That is a company that
helps with repairs of phones, video game
consoles, and computer. Now, what we
need is the prompt. And again, this is
the most important part of your AI voice
agent. What I recommend you to do here
is I recommend you to go to one of these
AI agents. In our case here, I went to
Atlas, copied the assistant prompts that
Atlas had, and then I went here to chat
TPT and I told it that I was creating an
AI voice agent called called Polaris and
that we had this company called Pixon
and that the company offered repairs for
video games, mobile phones, and
computers. I also told it that Polaris
will have access to two tools. One tool
to check the calendar and another one to
make appointments. We are going to be
setting up these tools together. And
last but not least, I also ask Chat TPT
to create a section in our prompt that
tells Polaris exactly which day is
today. Because the idea here is when a
customer calls and they ask, "Okay, do
you have availability for today at
2:00?" She, he or the voice agent is
needs to know exactly what today's date
is. Okay? And then of course there are a
couple more of things that I had in
mind, but the main point is I describe
what I wanted from this AI voice agent.
And then as a benchmark, I gave chat tpt
exactly the same prompt that I copied
from Atlas. So it has a good idea of
what I want. And the chat took a while,
1 minute and 36 seconds, but came up
with a really good prompt here. So once
we have that, what I'm going to be doing
is let's go back to Polaris. And now I
will copy the prompt that I was given by
Chat TPD. As you can see here, you also
have an option to generate a prompt
using AI inside Vapim. So if you want,
you could also use that option as well.
Let's click on update. Going down below
a little bit here, you can see that you
have a number of tokens. This is the
amount of tokens is spent by our agent
in every interaction. So this could also
be a way of you controlling cost. Okay.
And you have the temperature. The higher
this number, the more random and
unpredictable your AI voice agent will
be and the lower the more it will stick
to whatever you have defined. Now let's
give Polaris access to our calendar
tools. So you need to go to more
integrations and integrations are all
the third party tools that you can
integrate with your AI voice agent. In
our case, let's go down to find Google
calendar. You can either scroll down to
the section called tool providers. And
as you can see, Google calendar is in
here. Or just press CTO F and type in
calendar. Now just click on connect. You
will need to log in with the Google
account that have access to the calendar
that you want to connect. Select all and
click on continue. Now all that you need
to do is just close this window. Now
that Polaris has access to our calendar,
as you can see here, we need to create
two tools here. One for her to be able
to check the calendar availability and
the other one for her to be able to book
an appointment. To do so, all that you
need to do is click on tools, create
tool, and then we are going to look for
Google calendar. And in this case, let's
start creating a tool called check
availability. and give it a description.
All right. So our description is use
this tool to check calendar
availability. And here I will just
specify our time zone. In my case here,
Australia, Sydney. Now we click on save
and we need to do the same thing again.
Click on create tool. Go to Google
calendar and this time we are going to
select create event. So this is the
description to the tool. And again, I'm
specifying the time zone. I don't think
we need calendar ID, but if for some
reason we have an arrow, we may need to
put it in here. Once you do that, just
click on save. Then now we need to make
sure to go back to our assistant. Then
we need to select tools. And in here, we
need to select the tools that we just
create for Polaris. And then just click
on publish. All right. Now, I think
that's enough. Let's see if Polaris can
talk to us and make booking based on our
calendar availability. So, first of all,
let's click on talk to assistant.
>> Hello, I'm Polaris from Pixel Nest. How
can I help you today?
>> Hello, my name is Marcus. I would like
to book a phone repair appointment.
>> Hi, Marcus. I'd be happy to help you
book a phone repair appointment. Can you
tell me what issue you're experiencing
with your phone?
>> Uh, something is happening. For some
reason, the phone is just stuck on the
main screen and I cannot unlock it.
>> I'm sorry to hear that. It sounds like a
a phone repair issue related to software
or possibly a hardware malfunction. Does
that sound right to you?
>> I think so. I'm not sure. I'm not the
specialist.
>> I totally understand. Marcus, it's best
to let our technicians take a look.
Let's get you booked in for that phone
repair. What day works best for you to
bring in your device? I would like to
make an appointment today at 11 a.m.
Does that work for you?
>> It looks like we're fully booked today
at 11:00 a.m. I'm really sorry about
that. Would you be available to come in
later today or perhaps another day?
>> Yes. Uh I would like to come in later
today. What time do you have available?
Do you have uh 1:00 available?
>> We have an opening at 1 p.m. today. Does
that time work for you?
>> Yeah, that works for me.
>> Great. Before I finalize your booking,
can I have your full name, please?
>> Yeah, my full name is Marcus Lima.
>> Just to confirm, that's Marcus Lima. M A
R K U S L I M A. Is that correct?
>> No, it's M A R C O S L I M A.
>> Got it. Thank you for clarifying. Marcos
Lima, what's the best email address to
send your confirmation to?
>> You can send it to MVM.
Lima Lim M a 2020gmail.com.
>> Let me double check I have that right.
That's mvm lma mvm.lima2020@gmail.com.
Is that correct?
>> Yes.
>> Thanks, Marcos. And what's the best
phone number uh to contact you if we
need we need to reach you about the
repair?
>> It's 1 2 3 4 5 6 7 8. Just to confirm, I
have 1 2 3 4 5 678. Is that correct?
>> Yep, that's right.
>> Perfect. You're all set for a phone
repair on today, November 11th, at 1
p.m. at pixel nest. We'll send a
confirmation to mvmlama 220002gmail.com.
And if needed, we'll contact you at 1 2
3 4 5 678. Does that all look correct?
>> Yeah, thank you.
>> You're welcome, Marcos. Thank you for
choosing Pixel Nest. We look forward to
helping you get your device back up and
running. Have a great day. If you need
anything else, just let me let me know.
>> All right, so a couple of things about
this call. The first of all, I wanted
Polaris to have a female voice. And to
do so, you need to go down here and in
voice configuration, you just make sure
that you choose the voice that matchs
your approach. So this is the first
thing. The second thing is if you have a
look now at our Google calendar, as you
can see, as you saw when I was talking
to the AI agent, it didn't immediately
add our booking appointment at 100 p.m.
as I as I didn't know exactly why that
happened. So, I needed to dig around to
see. And the first thing I did was I
went to call logs. And here you can see
all the calls that the AI agent made. So
in our case, this was the call and I
start looking here to see what the
problem was and why the the calendar
booking didn't show up in our calendar.
So the first thing I did was I needed to
find the tools. So in category, you need
to have a look at when the tool was
called. I know it looks a bit confusing,
but I just want to make a point here. So
you can see that the model did call the
tool and apparently it was booked. But
when I went to my calendar, I still
couldn't see it. And that's when I
realized one thing. Make sure that your
Google calendar it's set for the same
time zone that you specified in VP AI.
In our case, we set up our time zone to
be Sydney, Australia. But when I went to
my Google calendar settings and the
language and region, I realized that it
was actually set for the United States
and that's why I couldn't see the
booking. Okay, once I select the right
country and went back to my calendar, I
could see that the appointment was in
here. What happened as well is whatever
I had before in my calendar will get
adjusted to the new country's time zone.
So it might be a bit of a mess. So to
start on the right foot, I recommend you
the first thing you do, you go to your
Google calendar. Make sure that is set
to the local time zone you want to show
your appointments in and then you won't
have any problems. As you can see here,
the appointment has been made, which is
awesome. We have the customer's contact
email address. We have the customer's
name. And we also have here which type
of appointment is which is a phone
repair just as we specified. Now that we
saw what our AI voice agent is capable
of. I want to show you a very important
feature which is the reports that you
will receive after each call. So after
each call is always a good idea to have
a summary of the call and some important
information that was spoken about. So if
you go here to analysis you have here
the summary of the call and which prompt
has been used to make this summary. We
will leave this as it is. What we want
is structured data. And what we want to
do here is after every call, we want a
couple of information such as the
customer's name, customer's phone
number, customer's email address, and
the date in which the appointment was
booked for. So to do so, let's add first
a simple prompt. So this is our prompt.
You receive a call transcription. Based
on that, provide the type of
appointment, name of customer, customer
email address, and customer phone name,
and the time that they chose to book the
appointment. Now, what we need to do to
receive that data is add a property to
each one of these data. So, for example,
type of appointment, the name of the
customer, customer's email address. Just
click on add property and type in the
name of the property you want to add.
Now that we set up all the variables we
want to receive, that's when automation
also comes in from the N8N side. Okay.
So what you need to do now is just go to
advanced messaging. And now what we need
here is an endpoint to send information
to. So if you go to your N8N and create
a new workflow, let's type in AI voice
agent as the name of the workflow. The
first thing we are going to do here is
add a trigger and this trigger will be a
web hook. This web hook will be the
endpoint that our AI voice agent will
send information to. So just make sure
that you change this method to post and
then leave it as test URL for now. And
all that you need to do is just copy the
web hook path. Go back to Vappy and make
sure that you paste it here and click on
publish. By doing this, we are basically
telling our AI voice agent that after
every conversation, it will take all
this information that we just asked here
these variables and send to that web
hook. So that for example we can get
that information and put on a Google
sheet or if you prefer you can receive a
email notification with the call summary
and many other things that we can do.
Now the last thing you want to do is
just make sure that you come down here
to server messages and we are going to
unselect all of these and leave just end
of call report and the end of call
report is the information that we just
asked to be sent with all those
variables that we defined. Make sure you
click on publish. Now because this is a
test workflow you need to click on
listen for the test. Now we are going to
talk here with Polaris one more time and
see if she will send all the information
to our N8N web hook. All right. So now
we are back here in N8N and as you can
see the web hook did receive the
information we want and this is the
structured data that we asked with name,
phone number, email address, type of
appointment and appointment book and
date. One of the things that I needed to
do was to make sure that the workflow
was active. So in this case, you
activate the workflow. You need to go
back here to the web hook and then you
click on production URL. Make sure you
copy it. Go back to VP and here on the
advanced part, go back to message. Make
sure that you update this URL here with
your production web hook URL. Then you
click on publish. Then what I did was I
had another call with Polaris. The call
ended with her booking the appointment
as I asked and then our web hook
received the information that's in here.
Now since we have this information, you
you can do whatever you want with it.
Now, for example, if you want to make
sure that every time that someone calls
your business, you will get a
notification. For example, you can add
here a Google Gmail or a Google Telegram
node or whatever other sort of app you
want to be notified. If you want as
well, you could add for example a Google
spreadsheet to log all the calls that
you ever made. Vapi itself has this
function. But if you want to have it in
a Google spreadsheet, for example, all
that you need to do is just click on the
plus sign, then type in Google Sheets,
make sure that you select this operation
here, append row. And now all that you
need to do is ensure that you select the
right credential. This is the operation,
the resource you want. You need to
specify which spreadsheet you are going
to give access to. I created this simple
spreadsheet here. And what I want is to
grab its ID. Its ID is everything that
is in between these two slashes here.
Just copy it. Go back to and select by
ID and paste the ID here. Now, what you
need to do is select a spreadsheet, a
tab inside this spreadsheet. As you can
see, we only have one which is called
logs. So in this case, if you go back to
from list, you will see call logs here.
Now, all that you need to do is just
make sure that you drag and drop the
values that you want to be appended on
our spreadsheet. So for example,
customer name in this case here, this is
the value. Now, email address, all that
you need to do is go to the email
address and drag and drop here. Then
appointment book date and time that's
going to be here type of appointment
customer phone number and last is the
summary of the call. So as you can see
once we've done that all that you need
to do is just click on execute the step
and as you can see our spreadsheet will
get that data appended into it. That's
it. So the data is here now. Now, the
last thing you could do, for example, is
to add some sort of notification node
here, either Gmail or Telegram, anything
that could help you to know that a new
call has been made with your AI voice
agent so that you know exactly what the
call was about and you are always in the
loop. Back on Vapi, let's have a quick
look on the pricing. If you click here
on the price, you will see that they
have a pay as you go model, which is
excellent. super efficient for cost. You
only pay what you use and as of the time
that this video is being recorded, you
can get started with $10 for free. So,
as you can see in my account here, I
still have $8 and I haven't paid
anything. I just sign up and receive the
$10 credit to be able to test the tool.
If you scroll to the bottom of the page,
you can see that you can do a quick
simulation of how much you will be
spending. In this case, if you make a
thousand calls of a minute per call, you
would be paying $50, which is pretty
affordable. Now that you know how to
create an AI voice agent that handle
your calls and book your meetings, you
might want to know how to send emails
just using your voice to make this
process even faster. And this is exactly
what I show you in this video here. Have
a look. That's all for now. Thanks for
watching. See you next time.