Use Cases
- Automate customer appointment scheduling through SMS inquiries.
- Manage follow-up communications with potential clients.
- Utilize AI to generate personalized responses for customer inquiries.
- Track customer interactions and appointment statuses in a centralized database.
How It Works
Trigger workflow on incoming SMS messages via Twilio. Check for command words to manage customer preferences. Retrieve existing customer data from Airtable. Generate responses and follow-up messages using AI. Update customer records and appointment statuses in Airtable.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure Twilio and Airtable credentials.
- 3Set up the webhook for Twilio to receive SMS messages.
- 4Define the command words and follow-up criteria.
- 5Test the workflow to ensure proper functioning.
Apps Used
Twilio
Airtable
OpenAI
Cal.com
Categories
Target Roles
Tags
#ai chatbots
#process automation
#workflow management