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AI Cold Caller Setup Guide

Make.com Notes

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Lee Hui
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0% found this document useful (0 votes)
20 views8 pages

AI Cold Caller Setup Guide

Make.com Notes

Uploaded by

Lee Hui
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

Vapi&Make: Build an AI real estate cold caller

The tools you need:


1. Vapi.ai: infrastructure provider to create AI cold calling agents
2. Make.com: connect services together
3. Google sheets: database
4. JSONaut: validate JSON construct from a simple text

In vapi.ai website, steps:


1. Purchase or import a phone number
2. Create new assistant: edit the model (first message; system prompt)
3. Use Google sheet: information about users

In Make:

The first scenario: import dynamic cold caller.


Configure:
 link Google sheets;
 edit assistant ID: copy and paste from vapi into variable value
 edit vapi API keys: find vapi API keys in account and then copy and paste into
variable value
 edit phone number ID: buy phone number in vapi and find the ID
The second scenario: Dynamic cold caller Sync data
Configure:
 webhook: create a URL; paste this URL into the Vapi assistant under
“advanced” -> “messages” -> “server URL”
 same manipulation for Google sheets
 OpenAI: create new secret key; copy and paste into API keys
 JSONaut: edit JSONaut API keys
AI cold caller with knowledge base
In Vapi:
 Dashboard -> documents (files): .md, .pdf, .doc, .txt are all supported. Upload
file.
 Create assistant
 Add file into knowledge base (in assistant page)
 (Optional)

 Then can talk with Ava!

Some tools:
 Convert a website (html) to text: https://totheweb.com/learning_center/tools-
convert-html-text-to-plain-text-for-content-review/
 Use chatgpt to write it as other languages (like markdown)
 Postman: test API and Webhook https://www.postman.com/
API reference -> List assistant: https://docs.vapi.ai/api-reference/calls/list-calls
Can get URL under get
assistant:

Then copy and paste into Postman, at {id}, copy and paste your assistant (Ava) id.
 Authorization -> Bearer Token

Read knowledge base:


“topK”: # - given you the most upper # result
“fielIds”: copy and paste under file
“provider”: “canonical”
Fixing broken AI JSON response
Tools: https://jsonaut.com/
How to fix?
 Create a new module http: make a request; go to JSONaut -> Docs, copy and paste
the API into URL in http module; select “POST” method; body type “urlencoded”

 Parse response: “Yes”


How to AI cold call with multiple numbers

Steps:
 Create a Webhook module
 Create a Google sheet -> search rows module
 Add Array aggregator: source module: Google sheets – Search rows
 Add Tools -> set variable:
Result:

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