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.
Best Practices for Non-Technical Users
To get the most out of the Vectera + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization by setting up the Vectera account permissions accurately.
- Use appropriate HTTP methods: Match GET for retrieving data, POST for creating, PUT/PATCH for updates.
- Structure API paths clearly: Follow Vectera's URL pattern for reliable endpoint access.
- Handle responses effectively: Monitor response status codes and body content for successful operations.
- Validate request bodies: Ensure JSON payloads match Vectera's API specifications before sending.
