Vectera is a collaborative platform designed to enhance virtual meetings and client interactions through integrated tools for video conferencing, document sharing, and real-time collaboration.
Supercharge your client engagement with AI Agents that can automate scheduling, provide instant support, and manage follow-ups.
Vectera enables seamless virtual meetings and client collaboration. Relevance AI enhances this with intelligent AI agents that can automate scheduling, provide real-time support, and manage follow-ups.
Seamless Scheduling
The agent orchestrates meeting bookings effortlessly, optimizing client availability.
Instant Document Access
Real-time retrieval of relevant documents enhances meeting discussions and decision-making.
Data-Driven Insights
Analytics from client interactions empower informed strategies and improved outcomes.
Relevance AI gives you access to Vectera's meeting and collaboration tools within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Vectera account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Vectera meeting data. Relevance AI handles API operations seamlessly in the background—managing authentication headers and request formatting automatically.
Built-in validation ensures your meeting workflows run smoothly, with support for GET, POST, PUT, DELETE, and PATCH methods.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
