Библиотека / CRM и воронка продаж
CRM и воронка продаж
Планирование ИИ-звонков контактам Airtable через telli
Когда в Airtable добавляется контакт, загружает его в telli и планирует звонок голосового ИИ-агента.
Что делает
# Upload your CRM contacts to telli and schedule AI voice-agent calls ## Introduction to telli and AI Voice-Agent Calls telli is an innovative platform that provides AI-powered voice agents capable of making calls and performing tasks tailored to specific customer use cases. These AI voice-agents can handle a wide range of communication tasks, from appointment scheduling to customer support, with remarkable efficiency and natural conversation flow. This template is designed for businesses and organizations looking to automate their outbound calling processes using telli's AI voice-agents in conjunction with Airtable as their CRM. It solves the problem of manual call scheduling and data transfer between your CRM and calling system, saving time and reducing human error. ### Prerequisites - telli account - Airtable base with contact information - n8n instance ### Step-by-Step Setup Guide 1. n8n Setup: - Create a new workflow in n8n. - Add the Airtable node to connect to your CRM table. 2. telli API Configuration: - Log in to your telli dashboard. - Locate and copy your API key under telli - Settings - API/Webhooks. 3. Workflow Configuration: - Add two HTTP Request nodes to your n8n workflow. - Set the "Authorization" header in both POST requests, replacing the value with your telli API key. - Configure the first request to use the /add-contact endpoint. - Set up the second request to use the /schedule-call endpoint. 4. Data Mapping: - Map the relevant fields from your Airtable node to the telli API requests. 5. Testing and Activation: - Run a test execution of your workflow. - Once satisfied with the results, activate the workflow. ### API Endpoint Details #### Add Contact Endpoint - URL: {{ $env.API_BASE_URL }} - Method: POST - Headers: - Authorization: YOUR-API-KEY - Content-Type: application/json - Payload: json { "external_contact_id": "string", "salutation": "string", "first_name": "string", "last_name": "string", "phone_number": "string", "email": "jsmith@example.com", "contact_details": {}, "timezone": "string" } #### Schedule Call Endpoint - URL: {{ $env.API_BASE_URL }} - Method: POST - Headers: - Authorization: YOUR-API-KEY - Content-Type: application/json - Payload: json { "contact_id": TELLI-CONTACT-ID, "agent_id": "string", "max_retry_days": 123, "call_details": { "message": "Hello, this is your friendly reminder!", "questions
Шаги
- Airtable Trigger
- Schedule Calls Request
- Add contact request
- Error Handler
- Stopanderror 1
- Error Handler for d40f78ab
- Error Handler for b5d4b415
- Error Handler
- Error Handler
- Error Handler
- Error Handler
- Error Handler
- Error Handler
- Error Handler
Всего шагов: 22.
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