TwilioTrigger Automate

用于TwilioTrigger，自动化客户预约管理，通过AI助手处理客户咨询，实时更新跟进记录，确保客户及时收到预约确认和跟进信息。每24小时自动识别未预约客户并发送跟进消息，提升客户转化率，优化客户体验。

7/8/2025
36 nodes
Complex
schedulecomplextwiliotriggerlangchainairtabletwiliosticky noteschedule triggerautomationadvancedcronlogicroutingapiintegration
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowData Processing & Analysis
Integrations:
TwilioTriggerLangChainAirtableTwilioSticky NoteSchedule Trigger

Target Audience

  • Small Business Owners: Ideal for those running service-based businesses like PC repair, who want to automate customer interactions and appointment scheduling.
    - Customer Support Teams: Perfect for teams looking to enhance engagement through automated follow-ups and efficient communication with clients.
    - Developers and Automation Enthusiasts: Great for individuals interested in integrating AI and automation tools to streamline workflows.
    - Marketing Professionals: Useful for marketers aiming to maintain customer relationships and follow up on inquiries effectively.

    • Problem Solved

    This workflow addresses the challenge of managing customer inquiries and appointment scheduling efficiently. It automates the process of responding to customer SMS messages, scheduling appointments, and following up with potential clients who have not yet confirmed their bookings. This reduces manual workload and enhances customer engagement, leading to improved conversion rates.

    Workflow Steps

  • Step 1: Wait for Customer SMS - The workflow begins when a customer sends an SMS inquiry via Twilio.
    - Step 2: Check for Existing Chat History - It retrieves any previous chat history from Airtable to maintain context in the conversation.
    - Step 3: Appointment Scheduling with AI - An AI agent engages with the customer to schedule, reschedule, or cancel appointments based on their needs.
    - Step 4: Update Airtable and Respond - The workflow updates the customer record in Airtable and sends a response back to the customer.
    - Step 5: Following Up with Open Inquiries - Every 24 hours, the system identifies customers who have not scheduled appointments and sends follow-up messages.
    - Step 6: Generate Follow-Up Message - The AI generates a personalized follow-up message to re-engage customers.
    - Step 7: Update Follow-Up Count and Date - The follow-up count and last follow-up date are updated in Airtable to track customer interactions.

    • Customization Guide

  • Modify Message Templates: Users can customize the SMS templates for responses, follow-ups, and confirmations to align with their brand voice.
    - Adjust Follow-Up Criteria: The criteria for identifying follow-up candidates can be tailored based on specific business needs, such as changing the follow-up frequency or conditions.
    - Integrate Additional APIs: Users can connect other APIs or services as needed, such as calendar integrations for real-time availability updates.
    - Enhance AI Responses: The AI agent's system message can be adjusted to better reflect the business's specific services or customer interaction style.