RetellAI Outbound Lead Qualification & Inbound Call Automation

• Outbound Lead Qualification: Automatically initiates calls to new leads from Google Sheets.
• SMS Reminders: Sends timely SMS reminders to sales reps to follow up with leads.
• Automated Calling: Uses RetellAI to place automated calls to leads after a set delay.
• Inbound Appointment Scheduling: Handles inbound calls, checks lead status in Google Sheets, and responds appropriately.
• Post-Call Analysis: Receives call data via webhooks, filters for analyzed calls.
• Data Enrichment: Updates lead records in Google Sheets with qualification data.
• Call Summary Generation: Uses OpenAI to analyze call transcripts and generate summaries.
• Email Notifications: Sends call summaries to sales reps and confirmation emails to leads.

Workflow Setup Guide

This workflow is designed to automate outbound lead qualification and inbound call handling using RetellAI, Google Sheets, and OpenAI.

Dependencies:

1. RetellAI Account: Ensure you have an active RetellAI API key.
2. Google Sheets: Set up a Google Sheet with columns for lead information (e.g., 'Phone Number', 'UUID', 'Name'). This workflow uses the Detect new lead in Google Sheets node for outbound and Check if phone number exists in Google Sheets for inbound. Ensure documentId and sheetName are correctly configured in these nodes.
3. OpenAI Account: An OpenAI API key is required for call summarization (Generate call summary with OpenAI).
4. Twilio Account: For sending SMS reminders (Send SMS reminder to call lead in 5 minutes).
5. Gmail Account: For sending email summaries and confirmations.

Workflow Breakdown:

Outbound Lead Qualification Flow:

1. Detect new lead in Google Sheets (googleSheetsTrigger): Triggers when a new row is added to your Google Sheet. Ensure documentId and sheetName are correctly set.
2. Send SMS reminder to call lead in 5 minutes (twilio): Sends an SMS to the lead to confirm interest and mention an upcoming call.
3. Wait 5 minutes before making call (wait): Pauses the workflow for 5 minutes.
4. Call new lead using RetellAI (httpRequest): Initiates an automated outbound call to the lead using RetellAI's API. Requires your RetellAI API key in the Authorization header.

Inbound Call Handling Flow:

1. Receive inbound call from RetellAI (webhook) (webhook): This webhook endpoint listens for incoming calls initiated by RetellAI.
2. Check if phone number exists in Google Sheets (googleSheets): Verifies if the incoming caller's phone number exists in your Google Sheet.
3. Send response to inbound webhook call (respondToWebhook): Sends a response back to RetellAI, potentially including dynamic variables like the lead's name if found.

Post-Call Workflow (Triggered by RetellAI Webhook):

1. Receive post-call data from RetellAI (webhook) (webhook): This webhook receives detailed data after a call is completed.
2. Filter for analyzed calls only (filter): Ensures only calls marked as call_analyzed proceed.
3. Check if call was outbound (if): Differentiates between outbound and inbound calls based on the direction property.
   • If Outbound:
     • Update lead record in Google Sheets (googleSheets): Updates the lead's record in Google Sheets with qualification data from the call analysis.
     • Send call summary email (gmail): Sends a summary of the call and qualification data to a specified email address.
   • If Inbound (or further processing for outbound):
     • Generate call summary with OpenAI (openAi): Analyzes the call transcript using OpenAI to provide insights and suggestions.
     • Send confirmation email to lead (gmail): Sends a confirmation email to the lead, including call details, availabilities, and the OpenAI analysis.