Overview
This workflow automates the management of appointment leads and follow-ups using Twilio, Cal.com, and AI. It efficiently handles incoming leads, schedules appointments, and ensures timely follow-ups.
Key Features
- Twilio Integration: Captures incoming appointment requests and triggers the workflow.
- AI-Powered Communication: Utilizes OpenAI's chat model to generate personalized follow-up messages.
- Airtable Database Management: Stores and updates lead information, follow-up counts, and session details.
- Scheduled Follow-Ups: Automatically sends follow-up messages every 24 hours to ensure consistent communication.
Benefits
- Increased Efficiency: Automates repetitive tasks, reducing manual effort and errors.
- Enhanced Customer Engagement: Personalized follow-ups improve customer experience and increase conversion rates.
- Time Savings: Frees up time for staff to focus on more strategic tasks by automating routine communications.
Use Cases
- Sales Teams: Streamline lead management and improve follow-up processes.
- Customer Support: Ensure timely responses to appointment requests and inquiries.
Integrations
- Twilio: For capturing and sending messages.
- OpenAI: For generating AI-driven responses.
- Airtable: For managing lead data and follow-up schedules.
