Automate Lead Qualification with an AI Phone Agent
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Supercharge your sales process by building an AI-powered phone agent to qualify outbound leads and handle inbound calls. This workflow automates crucial communication steps, ensuring no lead slips through the cracks and freeing up your sales team's time.
About This Workflow
This powerful n8n workflow leverages RetellAI to create an intelligent AI phone agent capable of qualifying outbound leads and managing inbound calls. For outbound leads, it initiates a sequence that includes an SMS reminder to your sales rep and then deploys the AI agent for a direct call. For inbound calls, the agent can identify leads from your Google Sheets and provide relevant information. The workflow includes post-call analysis, capturing valuable data to refine your sales strategy. Designed for efficiency, this solution integrates seamlessly with Google Sheets and Twilio, offering a comprehensive approach to lead management and customer engagement.
Key Features
- Automated Outbound Lead Qualification: Initiate intelligent calls to new leads after a configurable delay and an SMS reminder to your sales team.
- Smart Inbound Call Handling: Detect inbound calls, check lead status against Google Sheets, and respond dynamically.
- Seamless CRM Integration: Connects with Google Sheets to pull lead data and log call outcomes.
- AI-Powered Conversation: Utilizes RetellAI for natural and effective customer interactions.
- Post-Call Analysis: Captures crucial data from calls for performance tracking and improvement.
How To Use
- Google Sheets Integration: Configure the 'Detect new lead in Google Sheets' node with your Google Sheet ID and relevant sheet name for outbound leads. For inbound calls, configure the 'Check if phone number exists in Google Sheets' node similarly.
- Twilio Setup: Input your Twilio 'from' number and ensure your Twilio credentials are correctly set up in n8n.
- RetellAI API Key: Replace 'key_XXXXXXXXX' in the 'Call new lead using RetellAI' node with your actual RetellAI API key.
- Webhook Configuration: Ensure the RetellAI webhooks for receiving call events are correctly set up in your RetellAI account, pointing to the provided n8n webhook paths.
- Phone Number Formatting: Verify that all phone numbers in your Google Sheets are formatted in E.164 format.
- Adjust Delays and Messages: Customize the 'Wait 5 minutes' node and SMS message content to fit your sales process.
Apps Used
Workflow JSON
{
"id": "c3566dae-9116-4da5-887a-3729effdb659",
"name": "Automate Lead Qualification with an AI Phone Agent",
"nodes": 24,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: c3566dae-9116...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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