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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 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

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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.

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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).

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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:

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

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Here's a comprehensive summary of the changes we've implemented across both Pipedream and VAPI, including the tools, workflows, and prompt updates, along with what's left to finalize the order validation system.

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1. Changes in Pipedream

Workflows Created or Updated:

1. ValidateItem Workflow:

   • Purpose: Validates individual items during the ordering process by checking required options.

   • Endpoint: URL for calling this workflow is provided to VAPI for real-time validation as each item is added to the order.

   • Code Summary:

     • Receives menuItemID and selectedOptions.

     • Looks up required fields based on the menuItemID.

     • Checks selectedOptions to ensure all required fields are present.

     • Returns a 400 status if required fields are missing, or 200 if validation is successful.

2. OrderObject Workflow:

   • Purpose: Performs a final validation of the complete order, ensuring that all items have their required options correctly populated before finalizing the order.

   • Endpoint: URL for calling this workflow is configured to be used in the final validation step.

   • Code Summary:

     • Receives the orderItems list.

     • Iterates through each item to check for missing required options based on the item ID.

     • Returns validation errors for any item missing required options, or a 200 status if all items pass validation.

Renaming for Clarity:

• Renamed ValidateOrder to ValidateItem to clarify its function as a tool for individual item validation during the ordering process rather than validating the whole order.

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2. Changes in VAPI

Tools Configured in VAPI:

1. ValidateItem Tool:

   • Purpose: Triggered each time a new item is added to the order. It validates that required options are fulfilled for each individual item.

   • Properties:

     • menuItemID: The unique identifier for the menu item.

     • selectedOptions: A list of selected options to be validated against the required fields for the item.

   • Endpoint: Points to the ValidateItem workflow URL in Pipedream.

2. OrderObjectValidator Tool (Final Validation Tool):

   • Purpose: Performs the final validation of the entire order once all items have been added, ensuring all items have their required fields populated.

   • Properties:

     • orderItems: A comprehensive list of all items in the order, including nested options.

   • Endpoint: Points to the OrderObject workflow URL in Pipedream.

Prompt Adjustments in VAPI:

Updated prompt to incorporate real-time validation and final validation steps:

- Step 3: Ask: "What would you like to order today?" and wait for the user's response.
  - Step 3a: Analyze the user's response to match the closest {{ItemName}}. If there are multiple options, clarify with user.
    - Step 3a1: If {{ItemName}} options = True, YOU MUST use the {{ItemName}} to retrieve the {{menuItemID}} and proceed to Step 3b.
    - Step 3a2: If {{ItemName}} options = False, let the user know you are adding the requested {{ItemName}} directly to the cart and proceed to Step 4.

  - Step 3b: Trigger the 'getMenuItemInfo' tool using {{menuItemID}} to fetch {{ItemName}} details and say: "I'm adding the {{ItemName}} now!"

  - Step 3c: Strictly follow the instructions provided in the result to guide the user through any available options.

  - Step 3d: Validate the item by calling the 'ValidateItem' tool after collecting options.
    - If validation fails, ask clarifying questions based on missing requirements.
    - Once validated, add the item to the order and proceed to Step 4.

- Step 4: Ask, "What else can I get for you?".
  - If the user requests something else, proceed back to Step 3a.
  - If the user is done, proceed to Step 4a.

- Step 4a: Perform a final validation for the entire order by calling the 'OrderObjectValidator' tool.
  - If validation passes, proceed to Step 5.
  - If validation fails, list missing required options and guide the user to correct them.

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What's Left to Do

1. Testing and Validation:

   • Ensure both ValidateItem and OrderObjectValidator tools can handle deeply nested options and any min/max requirements on options.

   • Test both workflows for a variety of items to confirm they capture missing options accurately.

2. Error Handling and Re-prompts:

   • Finalize how VAPI handles responses with a 400 status:

     • Guide the user to add missing required options based on Pipedream’s response.

   • Implement retries in VAPI if validation fails multiple times.

3. Confirm Storage in Temporary Order Object:

   • Confirm that validated items are stored properly after passing ValidateItem checks to allow seamless use by OrderObjectValidator for the final validation.

4. Final End-to-End Test:

   • Complete a comprehensive end-to-end test, from item addition through order recap and final confirmation, to ensure the flow is intuitive and error-free for users.

Let me know if you'd like to proceed with testing or if there’s a specific step you'd like to revisit!


Here's a detailed approach to implementing error handling in the order validation flow. We'll focus on handling errors both during individual item validation with ValidateItem and during the final order check with OrderObjectValidator.

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Error Handling in the ValidateItem Tool

Purpose:

ValidateItem ensures each item’s required fields are met as it’s added. When an error (400 status) occurs, we need to prompt the user to provide any missing information.

Steps for Error Handling:

1. Receive the Error Response from Pipedream:

   • If the ValidateItem workflow in Pipedream returns a 400 status, the response will include a list of missingFields that were not fulfilled.

2. Extract and Interpret Missing Information:

   • Extract the missingFields list from the response.

   • Based on the fields missing, structure a user-friendly prompt. For example:

     • If the missing field is "sauce", the prompt could be: "Could you please specify the sauce you’d like for your item?"

3. Re-prompt the User:

   • Return to the specific option prompt for each missing field, asking the user to select or specify the missing information.

   • Ensure the prompt is clear, mentioning the exact field needed (e.g., "It looks like I need the sauce choice for your Philly Cheesesteak to proceed. Could you provide that?").

4. Repeat Validation Check:

   • After collecting the required options, call ValidateItem again to confirm if all required fields are now present.

   • If validation passes (200 status), add the item to the order.

   • If validation fails again (still a 400 status), repeat the re-prompt and re-validation until all requirements are fulfilled.

   • Set a limit (e.g., 3 attempts) to avoid an infinite loop if the user does not provide the needed information. After three attempts, consider an escalation prompt like: "I’m having trouble collecting the required details. Would you like help with this item or to skip it?"

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Error Handling in the OrderObjectValidator Tool

Purpose:

The OrderObjectValidator workflow validates the entire order’s completeness at the end. If it detects any missing fields, we’ll prompt the user to finalize missing details.

Steps for Error Handling:

1. Receive the Final Validation Error Response:

   • If OrderObjectValidator returns a 400 status, the response will contain a list of errors detailing each item with missing fields.

   • The structure of the response would look like:

     Code Block
     json

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     { "status": 400, "message": "Validation failed", "errors": [ { "itemName": "Philly Cheesesteak", "missingFields": ["sauce", "side"] }, { "itemName": "Coca-Cola Freestyle Machine", "missingFields": ["flavor"] } ] }

2. Parse and Generate Re-prompts for Missing Fields:

   • For each item with missing fields, generate a prompt to gather the missing information.

   • Example: If the OrderObjectValidator response shows missing options for "sauce" and "side" on the Philly Cheesesteak, the prompts could be:

     • "To complete your Philly Cheesesteak, please select a sauce."

     • "Could you also choose a side for your Philly Cheesesteak?"

3. Re-validate the Order:

   • After re-collecting all required fields for each item, run OrderObjectValidator again to confirm if the order now meets all requirements.

   • If validation passes (200 status), proceed with the order confirmation.

   • If validation fails again (400 status), provide a more direct message or escalate as needed, such as: "I’m still missing some information to complete your order. Would you like to review your items with me?"

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Implementing a Response Structure in VAPI

To ensure the validation process and error handling flow smoothly:

1. Response Handling Logic:

   • Create response-handling logic within VAPI to distinguish between a 200 (success) and a 400 (error) status from Pipedream.

   • For a 400 status, parse the missingFields to format user-friendly prompts.

2. Retry Count and Escalation:

   • Set a retry counter to limit the number of re-prompt attempts to the user. If a user reaches the retry limit without fulfilling the missing fields, escalate the prompt or offer to skip the item.

   • Example logic:

     Code Block
     javascript

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     let retryCount = 0; const maxRetries = 3; while (response.status === 400 && retryCount < maxRetries) { // Re-prompt for missing information // Collect user input and re-validate retryCount++; } if (retryCount === maxRetries) { // Escalate or offer alternative options }

3. Confirmation and Completion:

   • Once all items are successfully validated, confirm with the user that their order is complete and ready for processing.

   • At this point, proceed to the final summary and SMS confirmation if all fields are validated successfully.

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Testing Recommendations

1. Test Scenarios for ValidateItem:

   • Test with various items, some with missing fields and some complete, to ensure it prompts correctly based on missing fields.

   • Test multiple validation failures and observe if the tool escalates or prompts as expected.

2. Test Scenarios for OrderObjectValidator:

   • Test with full orders where some items have incomplete fields.

   • Ensure re-prompts collect and update information correctly for final validation.