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Lead Generation & Enrichment

Follow Up Appointment Leads by SMS with OpenAI

When a lead texts Twilio or on a schedule, an OpenAI agent books appointments via Cal.com, sends follow-up messages, and tracks leads in Airtable.

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What it does

## Step 3. Appointment Scheduling With AI Learn about using AI Agents Using an AI Agent is a powerful way to simplify and enhance workflows using the latest in AI technology. Our appointment scheduling agent is equipped to converse with the customer and all the necessary tools to schedule, re-schedule and cancel appointments. Using the HTTP Tool node, it's easy to connect to third party API services to perform actions. In this workflow, we're calling the Cal.com API to handle scheduling events.

The steps

  1. Twilio Trigger
  2. OpenAI Chat Model1
  3. Find Follow-Up Candidates
  4. Send Follow Up Message
  5. Update Follow-Up Count and Date
  6. Create/Update Session
  7. Get Existing Chat Session
  8. Every 24hrs
  9. Send Reply
  10. Send Confirmation
  11. User Request STOP
  12. Check For Command Words
  13. Structured Output Parser
  14. Auto-fixing Output Parser

24 steps in total.

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