AI Receptionist

Setup (one time)

1. Create a Vapi account at dashboard.vapi.ai and paste your API key into the app's VAPI_API_KEY secret (Admin → Secrets).
2. Choose a webhook secret (any random string), save it as the app's VAPI_WEBHOOK_SECRET secret, and enter it here to build your webhook URL:
   Server URL (paste into Vapi assistant → Server URL):

   https://securecu-ie.base44.app/functions/aiReceptionistWebhook?secret=YOUR_SECRET
3. Buy a phone number in Vapi and attach it to an assistant. Set the assistant's Transfer destination to +353818881816 so urgent calls reach a human.
4. Add your FAQs as the assistant's knowledge base (copy them from the FAQ Library tab), and set this structured data schema so every call captures member details into your enquiry queue:

   {
     "type": "object",
     "properties": {
       "name": {
         "type": "string",
         "description": "Caller's full name"
       },
       "phone": {
         "type": "string",
         "description": "Caller's phone number"
       },
       "memberNumber": {
         "type": "string",
         "description": "Credit union member number if known"
       },
       "email": {
         "type": "string"
       },
       "dateOfBirth": {
         "type": "string"
       },
       "requirements": {
         "type": "string",
         "description": "Why they called / what they need"
       },
       "enquiryType": {
         "type": "string",
         "enum": [
           "general",
           "loans",
           "savings",
           "accounts",
           "cards",
           "app",
           "security",
           "other"
         ]
       },
       "preferredDate": {
         "type": "string",
         "description": "Preferred callback date (ISO)"
       },
       "preferredTime": {
         "type": "string"
       },
       "branch": {
         "type": "string"
       },
       "urgent": {
         "type": "boolean",
         "description": "True if the call was urgent / needed human transfer"
       }
     },
     "required": [
       "name",
       "phone",
       "requirements"
     ]
   }

5. Tell the assistant (system prompt): "Always collect the caller's name, phone and reason for calling. Offer a preferred callback date and branch. If the matter is urgent, set urgent: true and transfer to a human. Always end by summarising."

No AI calls yet. Once a call finishes, it appears here and in the Enquiry Desk.

Manage these in the Enquiry Desk — escalate, call back, or send a summary by email/SMS.