Voice agents that answer incoming calls on behalf of a business — greet the caller, look them up in a CRM, gather intent, book or modify appointments, answer policy questions from a knowledge base, and escalate to humans or specialised agents when needed.
Key points
- Reference build: Vapi front end + n8n MCP server exposing seven deterministic workflows (client lookup, new client CRM, check availability, book event, update appointment, lookup appointment, delete appointment)
- Typical flow: email lookup to create or match CRM record, gather intent, appointment management or Q&A, log call
- Knowledge base for general questions is implemented by uploading a PDF to Vapi Files and pointing the system prompt at the ‘default query tool’
- Can escalate via handoff to an internal specialised Vapi assistant (e.g. customer support) or transfer to an external human phone number
- End-of-call server webhook writes a summary and structured data fields (outcome, etc.) to an n8n call-logger workflow
Related entities
Related concepts
Source references
- [src-007] Nate Herk cluster — Nate Herk — Voice AI agents cluster (4 videos)
– Videos referenced: y-cq_Qo4zVo
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