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Use Vapi Triggers and Actions in Workflows

Vapi provides AI voice assistants. With it connected, a workflow can place an AI phone call or start an AI chat the moment a lead arrives, and can react when calls are created.

Triggers

New Assistant, New Call, and New File. These are checked about every five minutes. Use filters to limit which events enroll contacts.

Actions

  • Create a Call and Create Chat start AI conversations.
  • Upload File adds a knowledge file for your assistants. One file per step; add several steps for several files. Common text, PDF, and spreadsheet-style formats are supported.
  • Update Call Name, Find Call.
  • Delete Call Data, Delete Chat Data, Delete File.

Connect

  1. Open Automation > Workflows and add a Vapi step, then click Connect Now, or use Settings > Integrations.
  2. Enter your private API key. In Vapi, open your dashboard, go to the Account menu, choose API Keys, and create or copy a private key.
  3. Save the connection.

Build

  1. Add a trigger such as a form submission.
  2. Add Create a Call and select the assistant and phone number.
  3. Map the contact's name and number into the call details.
  4. Follow with steps that use the result, such as updating an opportunity.
  5. Save and publish.

Examples

  • Call new leads within a minute to qualify them.
  • Place a reminder call before an appointment to cut no-shows.

Good to know: Vapi usage costs are billed by Vapi on your own account, separate from Vendi Today.

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