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

For RetellAI, this workflow automates the qualification of outbound leads and management of inbound calls, ensuring timely SMS reminders and efficient call scheduling. It updates lead records in Google Sheets, sends call summaries via email, and leverages AI for call analysis, enhancing lead engagement and operational efficiency.

7/8/2025
18 nodes
Complex
12w64ydbjekdam0bxsqafwdcbjcreckzwebhookcomplexsticky notegooglesheetstriggertwiliowaitgooglesheetsrespondtowebhookfiltergmaillangchainadvancedapiintegrationlogicconditional
Categories:
Communication & MessagingComplex WorkflowData Processing & AnalysisWebhook Triggered
Integrations:
Sticky NoteGoogleSheetsTriggerTwilioWaitGoogleSheetsRespondToWebhookFilterGmailLangChain

Target Audience

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

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

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.

Customization Guide

Customization Guide


- Change SMS Content: Modify the message in the 'Send SMS reminder to call lead in 5 minutes' node to better reflect your brand's tone.
- Adjust Call Timing: Alter the wait time in the 'Wait 5 minutes before making call' node to fit your specific needs.
- Update Email Recipients: Change the email addresses in the 'Send call summary email' and 'Send confirmation email to lead' nodes to ensure the right people receive notifications.
- Modify Google Sheets Integration: Update the Google Sheets document ID and sheet name in the 'Detect new lead in Google Sheets' and 'Update lead record in Google Sheets' nodes to connect to your specific lead database.
- Customize Call Analysis: Adjust the parameters in the 'Generate call summary with OpenAI' node to tailor the analysis to your business requirements.