Handling Appointment Leads and Follow-up With Twilio, Cal.com and AI
Explore this Workflow. Built for next generation AI app & agent building.
This rantir workflow creates an AI-powered appointment scheduling assistant that can:
- Handle inquiries from potential customers and assist them in booking appointments by checking availability
- Send follow-up messages to re-engage leads if no appointment is initially booked
- Reschedule or cancel appointments for users automatically, without needing human intervention
For small businesses, this workflow can effectively support increased sales by managing customer interactions and appointment scheduling.
How it works
- A customer sends an inquiry via SMS, triggering the workflow through a Twilio webhook.
- The customer’s phone number is logged in an Airtable Base, which is used to track all inquiries.
- The inquiry message is sent to the AI Agent, who responds via SMS (using Twilio) and assesses whether an appointment can be booked.
- A scheduled trigger runs daily to check the chat logs for potential customers who haven’t booked yet but remain interested.
- The AI Agent then crafts a personalized follow-up message for each lead, encouraging them to proceed with booking.
- All follow-up interactions are logged to avoid excessive messaging to the customer.
Requirements
- Twilio account for handling customer messages.
- Airtable account and Base for tracking inquiries.
- Cal.com account for scheduling appointments.
- OpenAI account for the AI model.
Customizing this workflow
Using a different CRM? Replace Airtable with your preferred CRM like HubSpot.
Not using Cal.com? Swap it for another API-enabled scheduling tool, such as Acuity Scheduling.
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