AI agent cannot match with knowledge base

Questions
1

Hi friends, I hope you can help me with this issue :folded_hands:

I created an AI agent that qualifies real estate leads using SMS through Twilio. I have a first scenario where an SMS is sent via Twilio with the message coming from Airtable.

The agent is activated when the recipient replies to the message. The conversation flow works fine, and I added a tool so that, once the lead qualifies, the agent should send an email to a human with the same data stored in its knowledge base, using the phone number of the person it is talking to as the match key.

However, the agent is not able to perform this match correctly. Instead, it sends random data from other contacts.

I’m not sure how to make the agent properly match the phone number with the corresponding record in the knowledge base.

I’m attaching the blueprints of the scenarios for reference.

I’d appreciate your help on this issue.

Best regards,

Mike

Grace_Make_Trigger_1er_mensaje.blueprint (1).json (34.6 KB)

Grace_Make_Inbound_Twilio.blueprint (2).json (44.2 KB)

Grace_Make_Lead_calificado.blueprint (1).json (22.8 KB)

3

Hi @Mike12 and welcome to the Make Community!

The problem seems to be in your prompt. Are you able to share it?

L

4

Hey @L_Duperval Thanks for the warm welcome! Finally, what I did was add an Airtable module before the agent that searches for the contact using the phone number and passes it to the agent. This way, when qualifying the lead, it already has all the information about the person. I can’t share the prompt due to the client’s request, but thanks for taking the time to respond.

But thanks for taking the time to respond.

5

Great example of “AI isn’t necessarily the right solution!”

L