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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.