Versions Compared

Version Old Version 1 New Version 2
Changes made by

Anthony Robert

Anthony Robert

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objective

The goal of this integration is to validate order information for Groucho’s Deli via an AI assistant (Amelia) using VAPI to guide customers through the ordering process. The system To ensure that our AI ordering bot for Grouchos Deli only submits orders that are accurate, meet all item requirements, and include no erroneous or incorrect options. This process will validate each item ordered in real-time to ensure required fields are filled. This involves retrieving and validating options for menu items based on their unique identifiers (menuItemID) and relaying feedback to the customer for incomplete entries.

Current Status

VAPI Tool Configuration

Tool Name: ValidateOrder

Purpose: This tool is intended to validate required fields for each ordered menu item before finalizing the order. It checks for completeness based on specific fields associated with each menuItemID.

Recent Modifications to Prompt and Workflow

We’ve adjusted the prompt to guide the AI assistant (Amelia) through a structured conversation flow for ordering. Here’s an overview of the key steps and modifications:

  1. Step-by-Step Conversation Flow:

    • Prompt Modification: Amelia’s conversation flow was structured in detailed steps, with conditions to handle different user responses (e.g., takeout vs. delivery, specific order times).

    • Real-Time Validation: The modified prompt ensures that Amelia requests all required details in a specific order. If options are missing, the assistant will clarify and ask for the missing options as part of the ordering process, providing real-time guidance.

  2. Order Validation Using ValidateOrder Tool:

    • Step 3d in the prompt specifies that, after collecting options, Amelia should call the ValidateOrder tool to ensure each item has all required fields before adding it to the order.

    • Missing Fields Check: If the validation fails (i.e., any required fields are missing for a given menuItemID), Amelia will be prompted to ask clarifying questions based on the missing requirements.

    • Error Handling: If any field is missing or incorrect, ValidateOrder will respond with a list of missing fields, which Amelia will use to ask the customer for the missing details.

Tool Parameters Configuration

The following parameters have been configured for the ValidateOrder tool in VAPI to support real-time validation:

  1. menuItemID - (string) Unique identifier for each ordered item.

  2. selectedOptions - (array of strings) Options selected by the customer, such as toppings or side choices.

  3. orderType - (string) Indicates if the order is for "takeout" or "delivery".

  4. deliveryAddress - (string) Address for delivery orders (only required if orderType is "delivery").

  5. orderTime - (string) Specifies whether the order is "as soon as possible" or at a specific time.

  6. orderItems - (array) List of items in the order with their quantities and options.

  7. orderTotal - (number) Total amount for the order.

  8. phoneNumber - (string) Customer’s phone number to send confirmation.

  9. customerName - (string) Customer’s name.

These parameters allow ValidateOrder to handle necessary validation logic for each item based on its menuItemID, check selected options, and manage overall order details.

Pipedream Workflow Configuration

Pipedream Trigger URL: https://eo5ucr6l0cswrve.m.pipedream.net

Objective: This URL acts as the entry point for data received from VAPI when an order is submitted for validation.

  1. Trigger:

    • Configured to receive a full HTTP request from VAPI with order data.

    • The incoming payload includes the fields listed above, as VAPI sends them directly to this URL.

  2. Current Setup:

    • We’ve configured a basic HTTP request trigger in Pipedream to capture the order data payload.

    • The trigger setup is incomplete as we are still verifying that the test data sent from VAPI reaches Pipedream correctly.

Testing Steps Completed

  1. Parameter Setup in VAPI: The parameters for ValidateOrder have been defined as per the conversation flow and requirements.

  2. Trigger URL Noted: We’ve identified and saved the unique Pipedream URL that will receive data from VAPI.

  3. Initial Test Execution:

    • A test request was set to be sent from VAPI using the parameters defined in ValidateOrder.

    • The goal was to confirm that the test data arrives in Pipedream successfully, allowing us to proceed with further validation logic in Pipedream.

  4. Validation Pending:

    • We are awaiting confirmation that the test data from VAPI arrives at Pipedream in the expected format.

    • Once data is confirmed to be received in Pipedream, further logic will be implemented to validate each item, check for required fields, and handle any missing or incorrect data.

Planned Real-Time Validation Process

The real-time validation process will proceed as follows:

  1. Step-by-Step Prompt Execution in VAPI:

    • Amelia will follow the prompt’s structured conversation flow, requesting specific information at each step.

    • For each item ordered, Amelia will request required options based on the menuItemID.

  2. Calling ValidateOrder Tool for Each Item:

    • Once all options for an item are collected, the ValidateOrder tool will be triggered to verify completeness.

    • If validation fails (e.g., due to missing required fields), Amelia will prompt the user to provide the missing information in real-time.

  3. Final Order Validation and Confirmation:

    • After all items are validated, Amelia will summarize the order, confirm the total, and ask for a contact number for SMS confirmation.

    • The final order details (including customer information, items, and total) will be sent to Pipedream for final processing and order confirmation SMS.

Next Steps for the Developer

...

Confirm Data Flow from VAPI to Pipedream:

  • Trigger a test in VAPI by calling ValidateOrder with sample data and ensure that it successfully reaches the Pipedream trigger URL (https://eo5ucr6l0cswrve.m.pipedream.net).

  • Verify that the data arrives in the expected format with all parameters intact.

...

Build Validation Logic in Pipedream:

  • Once data is received, implement the necessary validation steps in Pipedream to handle each menuItemID and associated options.

  • If any required fields are missing, configure Pipedream to respond with an error message listing the missing fields.

  • If all fields are valid, proceed with further steps (such as sending order confirmations or updating order status).

...

Testing and Debugging:

  • After implementing validation, test the end-to-end flow from VAPI to Pipedream, including various scenarios (e.g., missing fields, incorrect options).

  • Ensure that error messages and confirmations are handled smoothly based on the validation results.

Documentation and Finalization:

...

Document the final workflow steps and logic within Pipedream, ensuring the integration is well-documented for future reference and troubleshooting.

...

as it’s added and store it for final review and submission.

...

Process Overview

  1. Real-Time Item Validation
    Each item is validated for required options as it is added. This includes:

    • Validating required fields (e.g., mandatory toppings, sizes).

    • Ensuring no erroneous options are added (e.g., options that shouldn’t apply to that item).

  2. Final Validation and Recap
    At the end of the ordering process, the bot will perform a final validation by recalling all items stored in an orderItems array, confirming the order’s accuracy, and calculating the total.

...

Detailed Steps

  1. Initiate Order Collection

    • Step 1: Ask if the order is for takeout or delivery.

    • Step 2: Ask if the order is for immediate preparation or at a specific time.

  2. Collect Items and Validate Real-Time
    For each item the user wants to add:

    • Step 3a: Match the user’s input to the closest menu item (ItemName).

    • Step 3a1:

      • If ItemName options = True:

        • Retrieve the menuItemID for the item.

        • Fetch item details (required/optional options) using the 'getMenuItemInfo' tool.

      • Step 3a2:

        • If ItemName options = False:

          • Add the item directly to the orderItems array and proceed.

    • Step 3b: For items with options:

      • Use the getMenuItemInfo tool to fetch the item’s option requirements.

      • Follow instructions to guide the user through required and optional options for that item.

    • Step 3c: Validate each item in real-time by:

      • Calling the ValidateOrder tool with the item’s menuItemID and selected options to ensure all required options are chosen.

      • If validation fails, prompt the user to provide missing information, adjusting options as needed.

    • Step 3d: Once validated, add the item to an orderItems array with its quantity and options.

    • Step 4: Ask, "What else can I get for you?"

      • Repeat Steps 3a–3d for each additional item.

  3. Store Validated Items

    • All validated items are stored in the orderItems array with complete details (item ID, quantity, options).

    • This array serves as a record to enable accurate final review and total calculation.

  4. Final Validation and Recap

    • Step 4a: Perform a last validation on the orderItems array:

      • Ensure that all required fields for each item are met.

      • Verify that there are no duplicate or incorrect options.

    • If the ValidateOrder tool returns any errors at this stage, prompt the user to make adjustments.

    • Step 5: Recap the Order

      • List each item, including selected options and quantities, and present the total to the user.

      • Avoid breaking down individual prices unless specifically asked.

  5. Order Confirmation and Submission

    • Step 6: Confirm the user’s phone number for SMS order confirmation.

    • Trigger the sendConfirmationSMS tool, including phoneNumber, customerName, orderType, deliveryAddress, orderTime, orderItems, and orderTotal.

    • Await confirmation from the sendConfirmationSMS tool before proceeding.

    • Step 7: End the call with a confirmation that the order has been placed.

...

Validation Tools Overview

  1. getMenuItemInfo Tool:

    • Used to fetch menu item details, including required and optional options.

    • Triggered after identifying a menu item with options.

  2. ValidateOrder Tool:

    • Used at two stages:

      • Real-Time Validation: For each item as it’s added, to confirm all required fields are met.

      • Final Validation: On the full orderItems array to ensure completeness before submission.

  3. sendConfirmationSMS Tool:

    • Used to send an SMS confirmation after final validation.

    • Includes complete order details for the user’s review.

...

Final Order Object Format

  • orderItems: An array where each entry contains:

    • menuItemID: Unique ID of the item.

    • itemName: Name of the item.

    • quantity: Number of units.

    • selectedOptions: List of selected options, specifying required and optional fields.

  • Final Order Submission: When the order passes validation, the final order object (including the orderItems array) is passed to sendConfirmationSMS to ensure the user receives complete order details.