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- How to Build an AI AVATAR That Schedules Appointments (Livekit + Zapier MCP + Tavus Tutorial)
How to Build an AI AVATAR That Schedules Appointments (Livekit + Zapier MCP + Tavus Tutorial)
Build a Real-Time AI Avatar Assistant for Customer Service
Imagine a customer service representative that never sleeps. Picture someone who is always polite and can handle many customer questions at once. This isn't a fantasy; it's the reality of AI-powered avatars. Traditional customer service often falls short. Wait times can be long. Responses might not always be the same. Running customer service can also cost a lot. This guide shows you how to build an AI avatar. It offers smooth, human-like experiences for your customers. We will walk through creating an interactive AI avatar. It can talk to customers. It can answer questions. It can even book appointments. It will also connect to your CRM and calendar systems.
Section 1: Setting Up Your AI Voice Agent Foundation with LiveKit
LiveKit Account and Project Initialization
To start building with LiveKit, you need to set up an account. This is where you'll manage your AI agent projects. The process is quite simple.
Go to LiveKit.io. Click "Start Building."
Create a new project. Name it something memorable, like "tutorial."
Access your project settings. Here, you'll generate API keys.
Copy your LiveKit API key. You'll need this for your environment file.
Local Development Environment Setup
Next, you need to prepare your computer to run the AI agent code. This involves creating some files and setting up a virtual space for your project.
Make a new folder for your project. Name it something like "avatar setup."
Create a few key files. You'll need a
.env
file for API keys. Make aagent.py
file for the agent's logic. Create aprompts.py
file for its personality. Arequirements.txt
file lists needed tools. Atools.py
file will hold custom functions.Set up a Python virtual environment. Type
python3 -m venv venv
in your terminal. Then, runsource venv/bin/activate
.Install the tools your project needs. Use the command
pip install -r requirements.txt
.
Integrating OpenAI for Natural Language Processing
OpenAI's language models are powerful. They help your AI agent understand and reply to people. Let's get them connected.
Get your OpenAI API key. Go to platform.openai.com/api-keys.
Add your OpenAI API key to your
.env
file.Find the
agent.py
code in LiveKit's Voice AI Quickstart guide. Copy this code.The
agent.py
file does a few important things. It imports necessary tools like LiveKit agents, OpenAI, and noise cancellation. It loads your API keys from the.env
file. It defines anAssistant
class. This class gives your AI a basic persona. The main part of the script starts a session. It greets users when they join.Download necessary model files. Run
python3 agent.py download_files
in your terminal.Make sure your agent speaks English. Update the
agent.py
file. Add a note telling it to speak English.Test your basic voice agent. Run
python3 agent.py console
in your terminal. You can then talk to it.
Section 2: Connecting Your AI Agent to Real-World Actions with MCP and Zapier
Understanding the Model Context Protocol (MCP)
MCP acts like a traffic director for your AI's actions. It helps your AI talk to other apps. It translates what the AI wants to do into commands for those apps.
MCP stands for Model Context Protocol. It's a central hub. It routes actions your AI wants to take. Instead of writing code for each app, you send structured requests. The MCP server figures out which app to use.
Zapier's MCP integration is key. It connects your AI to many different apps. This includes tools for sending emails, booking meetings, and managing contacts.
Setting Up the Zapier MCP Server
Zapier makes it easy to create your MCP server. This server will connect your AI to other services. It's still free, as it's in beta testing.
Go to Zapier MCP. Create an account if you don't have one.
Start a new MCP server. Choose "Other" for the client type. Give your server a name, like "MCP server."
You'll see three tabs: Configure, Connect, and History. The "Configure" tab is for setting up tools. "Connect" gives you the URL to link your AI. "History" shows you what actions were taken.
Integrating Gmail for Email Communication
Your AI agent can now send emails for you. Let's connect it to Gmail.
In Zapier, go to the "Configure" tab. Add the Gmail integration.
Log in to your Gmail account to give Zapier permission.
Set up the "Send Email" action. You can let the AI fill in details. This includes who to send it to, the subject, and the message.
Download the "basic-mcp" code from LiveKit's GitHub. Copy the
MCP_client
folder into your project.You might need to fix a small error. Edit
MCP_client/agent_tools.py
. Change line 99 to avoid a keyword conflict.Get your Zapier MCP server URL. Find it in the "Connect" tab. Make sure "SSE" is selected for transport.
Add this URL to your
.env
file. Name the new lineZAPIER_MCP_SERVER_URL
.Update your
agent.py
file. Importmcp_server_sse
andmcp_tools_integration
. Declare your MCP server instance. Pass this agent to the session.Tell your agent to use its tools. Add a prompt in
agent.py
. Also, remind it to speak English.Test sending an email. Run
python3 agent.py console
. Ask your AI to send an email. Check your inbox and Zapier history to confirm it worked.
Connecting Google Calendar for Appointment Booking
Your AI can now book appointments directly on your calendar. This is great for scheduling.
In Zapier's "Configure" tab, add the Google Calendar integration.
Set up the "Quick Add Event" action.
Choose your Gmail account. Select the calendar you want to use.
Let the AI handle event details. It can describe the event and add attendees.
Test booking an appointment. Run
python3 agent.py console
. Ask your AI to set up a meeting. Check your Google Calendar and Zapier history to see if it was added.
Integrating Google Sheets for CRM Updates
You can use Google Sheets to keep track of customers. Your AI can add new customer info automatically.
Create a new Google Sheet. Name it "Customer Leads." Add columns for "Name" and "Details."
In Zapier's "Configure" tab, add the Google Sheets integration.
Set up the "Create Spreadsheet Row" action.
Choose your "Customer Leads" spreadsheet. Let the AI fill in the customer's name and details.
Test adding a customer. Run
python3 agent.py console
. Ask your AI to save customer information. Check your Google Sheet to see if the new row was added.
Section 3: Bringing Your AI to Life with a Visual Avatar Using Tavis
Introduction to Tavis and Persona Creation
Tavis gives your AI agent a face. You can choose from many avatars. Tavis also animates them.
Go to Tavis.com. Sign up for an account.
On the Tavis homepage, click "Create Persona."
Choose an avatar. Let's pick "Mary" for this example.
Set the "Persona Role" to something like "Sales Assistant."
Use a general system prompt. Your code will actually set the specific instructions.
Click "Create Persona."
Copy the Persona ID and Replica ID. You'll need these soon.
Integrating Tavis API Key
You need a Tavis API key. This links your account securely.
In Tavis, look for "API Keys" on the left.
Create a new API key. Give it a name. Copy the key that appears.
Add this Tavis API key to your
.env
file.
Modifying Agent.py for Tavis Integration
Now, let's make your AI agent have a visual avatar. This involves changing the agent.py
file.
Check the LiveKit Tavis integration guide.
Install the Tavis plugin for LiveKit. Run
pip install livekit-plugin-tavis
in your terminal.Update
agent.py
. Importtavis
fromlivekit.plugins
. Also importos
.Define an
avatar
variable. Use your Persona ID, Replica ID, and Tavis API key from the.env
file.Add a function to start the avatar. Make sure it waits for the avatar to join.
Change the session start function. You need to turn off default audio output. Enable the avatar's audio.
Section 4: Testing and Fine-Tuning Your Interactive AI Avatar
Running the AI Agent in the LiveKit Playground
The LiveKit Playground is a simple website. It makes testing your AI avatar easy.
First, run this command in your terminal:
python3 agent.py dev
.Then, go to the LiveKit Playground website in your browser.
Connect to the LiveKit project you created earlier. It was named "tutorial."
Now you can talk to your AI avatar. See how it looks and sounds.
Customizing the Persona: Dental Clinic Appointment Setter
Let's make your AI work as a dental clinic receptionist. We need to change its instructions.
In your
prompts.py
file, prepareagent_instructions
andsession_instructions
. These will define the dental clinic persona. They will also guide the conversation flow.Update
agent.py
. Import these instructions fromprompts.py
.Replace the old assistant instructions with your new
agent_instructions
.Add the
session_instructions
to thegenerate_reply
function. This gives the conversation structure.Save your files after making these changes.
Real-World Scenario Testing: Booking a Dental Appointment
Let's see how well your AI avatar handles a real customer interaction. We'll simulate booking a dental appointment.
Run
python3 agent.py dev
again.Reconnect to the LiveKit Playground.
Start a conversation. Pretend you're a new patient. Ask to book a cleaning.
Watch your AI avatar. It should greet you politely. It will ask for your name and phone number. It will also ask for your email and preferred time. Then it books the appointment. It also sends a confirmation email. It can even note your insurance if you ask.
Check that the appointment is booked correctly. Make sure you receive the confirmation email.
Conclusion: Revolutionizing Customer Engagement
You've now built a powerful AI assistant. It has a real-time avatar. It can handle customer questions. It books appointments. It sends emails. It updates your contact list. LiveKit, OpenAI, Zapier, and Tavis make this possible. This system offers many benefits. It's available 24/7. It improves customer satisfaction. It boosts efficiency. It lowers costs. AI in customer service is growing fast. You can customize your AI even more. You can connect it to more tools. Try building this system. Let us know how it goes in the comments.