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Wire your AI Workforce to act

9 lessonsIntermediate to AdvancedIntegrationsCustom toolsAutomationsWebhooksVendasta API
Estimated time · about 2 hours 10 minutes|Required · A Partner Center account, A test account you have created, with a calendar connected, An AI Employee deployed in that account

Objective

One AI Employee for a home-services client: it books jobs on a real calendar, saves every lead to the CRM, and checks the weather before it confirms outdoor work. You build it end to end, one confirmed piece at a time, then hand it off to an automation, wire it to your own systems, and read the lead it captured back through the API.

Outcomes

You can tell what the platform already does from what has to be built, and reach for the lightest option that works
You have a working custom tool, briefed with a prompt that gives it judgment, and tested where it actually runs
You can send data out with a webhook and start an automation from outside
You have made a real API call against your own data, and you know what changes in production
You can wire a booking into a system your client already runs, and scope the work first

What you will learn

Start with what the platform already does


Connectability, the ladder from a setting to custom code, and proof the built-in half works.

Key topics:

  • What decides whether a system can be connected
  • The six rungs, lightest first
  • Naming the one job left over
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Build the doorway


A working call becomes a custom tool, and a prompt gives it judgment.

Key topics:

  • The cURL import and the four parts
  • Parameter descriptions and Set by AI
  • The four-part capability prompt
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Watch it work


Test where it runs, read what it actually did, and isolate a failing call.

Key topics:

  • Both directions, fired and quiet
  • Reading the Explanation view
  • Isolating a broken call outside the platform
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Hand off to the automation


Trigger scope, guarding a trigger, and the follow-through worker.

Key topics:

  • Why a step is missing from the list
  • Guarding a trigger with a condition
  • Activities the next automation can act on
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Put your workforce on autopilot


Automations that run when nobody is in the conversation.

Key topics:

  • Building a smart list that triggers automatically
  • Pairing a list with an automation
  • Reading the log before assuming something broke
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Wire it to your own systems


Push instead of poll: send data out, and start an automation from outside.

Key topics:

  • The Send a webhook step
  • Reading the payload before you build on it
  • Starting an automation with one call
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Call the API yourself


A real call against your own data, in the browser, with no code.

Key topics:

  • Generating a scoped token
  • Narrowest scopes, and the two errors
  • Reading back the lead your build captured
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Book into an outside system


A booking that has to land in the scheduling system your client already runs.

Key topics:

  • Two levels of key, and what each opens
  • Three calls, and the shortcut that skips one
  • The identity check a cancellation needs
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Where the platform ends


The custom-code line, handing it off well, and productizing what you built.

Key topics:

  • Keeping changeable logic out of code
  • The developer surface, and what is not on it
  • Vendor Center and the walls that are not technical
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Wire to act skill check


Twelve scenario questions covering the whole path.

Key topics:

  • Scenarios, not definitions
  • Scenarios drawn from across the path
  • Find what deserves a second pass
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When you finish, developers.vendasta.com is the reference you keep open as you build.