Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide

Target Audience

• Sales Representatives: To efficiently manage and qualify leads through automated calls and reminders.
• Marketing Teams: To track and analyze lead interactions, improving conversion rates.
• Business Owners: To streamline operations and enhance customer engagement without manual intervention.
• Customer Support Teams: To handle inbound calls effectively, ensuring timely responses to inquiries.

Problem Solved

This workflow automates the process of qualifying outbound leads and managing inbound calls, addressing common challenges such as:

• Time Management: Reduces the time sales reps spend on follow-ups by sending automated SMS reminders and scheduling calls.
• Lead Qualification: Ensures leads are qualified through a structured call process, increasing the likelihood of conversion.
• Data Management: Automatically updates lead information in Google Sheets, minimizing manual data entry and errors.
• Call Analysis: Provides insights into call performance, helping improve future interactions.

Workflow Steps

1. Detect New Lead in Google Sheets: The workflow begins by monitoring a Google Sheet for new leads added.
2. Send SMS Reminder: An SMS is sent to the lead's phone number, informing them of an upcoming call in 5 minutes.
3. Wait for 5 Minutes: The workflow pauses for 5 minutes to ensure the lead is prepared for the call.
4. Call New Lead Using RetellAI: An automated call is placed to the lead using the RetellAI service, utilizing their phone number.
5. Receive Inbound Call: The workflow is set up to receive and respond to inbound calls through a webhook.
6. Check Phone Number: It checks if the calling number exists in the Google Sheet.
7. Send Response: A response is sent back to the inbound call, confirming receipt and details of the call.
8. Receive Post-Call Data: After the call, data is received from RetellAI for analysis.
9. Filter Analyzed Calls: The workflow filters for calls that have been analyzed.
10. Check if Call was Outbound: It verifies if the call was outbound to determine the next steps.
11. Update Lead Record: If the call was outbound, the lead's record in Google Sheets is updated with qualification data.
12. Generate Call Summary: A summary of the call is generated using OpenAI.
13. Send Summary Email: The call summary is sent via email to the designated recipient.
14. Send Confirmation Email: A confirmation email is sent to the lead detailing the appointment and analysis of the call.