AI Phone Agent with RetellAI

AI Phone Agent with RetellAI automates call handling, enabling efficient appointment booking directly into Google Calendar and providing instant answers through a Retrieval-Augmented Generation (RAG) system. It captures key conversation points, summarizes discussions, and integrates seamlessly with Telegram for real-time updates, enhancing customer engagement and streamlining operations.

7/8/2025
36 nodes
Complex
webhookcomplexfilterlangchainrespondtowebhooktelegramgooglecalendarsticky notegoogle driveadvancedintegrationapicommunicationbot
Categories:
Communication & MessagingComplex WorkflowWebhook TriggeredBusiness Process Automation
Integrations:
FilterLangChainRespondToWebhookTelegramGoogleCalendarSticky NoteGoogle Drive

Target Audience

  • Business Owners: Looking to automate customer interactions and appointment bookings to save time and improve efficiency.
    - Customer Support Teams: In need of a system to handle inquiries and provide information quickly and accurately.
    - Developers: Interested in integrating AI capabilities into applications for enhanced user experiences.
    - Marketing Professionals: Aiming to gather insights from customer interactions to improve service offerings.
    - Small Enterprises: Seeking cost-effective solutions to manage communications and scheduling without heavy investments in staff.
  • Problem Solved

    This workflow addresses the challenge of managing customer interactions effectively by automating the process of call analysis, appointment scheduling, and information retrieval. It enables businesses to:
    - Reduce manual effort in handling customer queries.
    - Ensure timely follow-ups and appointment bookings through Google Calendar.
    - Provide accurate and structured summaries of conversations, enhancing customer service quality.

    Workflow Steps

  • Step 1: The workflow is triggered by a webhook that captures call events such as call_ended or call_analyzed.
    - Step 2: The Filter node processes the incoming data to determine the next actions based on the event type.
    - Step 3: Relevant call details are extracted and set using the Set call fields node, capturing essential information like Transcript, Duration, and Cost.
    - Step 4: The Extract key points node utilizes an AI model to analyze the call transcript and generate a concise summary with key points and action items.
    - Step 5: The summary is sent to a Telegram bot, allowing for real-time notifications to the business owner or support team.
    - Step 6: If necessary, the workflow checks for available time slots and creates calendar events using the Google Calendar node, ensuring appointments are scheduled promptly.
  • Customization Guide

  • Webhook Configuration: Users can modify the webhook settings to adjust the endpoint or parameters based on their specific requirements.
    - AI Model Selection: Change the AI model in the OpenAI Chat Model nodes to suit different conversational tones or capabilities.
    - Telegram Integration: Update the Telegram node with the appropriate CHAT_ID to direct messages to the desired chat group or user.
    - Google Calendar Settings: Customize the Google Calendar node by changing the calendar ID and event details such as summary and description to fit the organization's branding and communication style.
    - Adding Nodes: Users can add additional nodes to enhance functionality, such as integrating more data sources or adding more AI capabilities for advanced data processing.