Who is this workflow for? Streamline your appointment management by leveraging an n8n workflow that integrates Twilio, Cal.com, and AI. This workflow efficiently handles customer enquiries, schedules appointments, and manages follow-ups without the need for manual intervention..

What does this workflow do?

  • Trigger Enquiry via SMS: A customer sends an SMS enquiry, initiating the workflow through a Twilio webhook.
  • Log Customer Information: The customer’s phone number and enquiry details are stored in an Airtable Base for tracking.
  • AI Interaction: The enquiry is processed by an AI agent that responds to the customer, determining if an appointment can be scheduled based on availability.
  • Send Response via SMS: The AI agent communicates with the customer through Twilio, confirming the appointment or providing further assistance.
  • Scheduled Follow-Up: A daily trigger checks for leads that have not yet booked an appointment but have shown interest.
  • Personalized Follow-Up Messages: The AI agent crafts and sends personalized follow-up messages to these leads to encourage booking.
  • Interaction Logging: All follow-up interactions are recorded to prevent excessive messaging and maintain customer relations.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automates the entire appointment scheduling process, reducing manual workload.
  • Enhanced Customer Engagement: Uses AI to interact with customers, ensuring timely and personalized responses.
  • Scalable Follow-Up: Automatically re-engages leads that haven’t booked appointments, increasing conversion rates.

👨‍💻 Who is This Workflow For?

This workflow is ideal for small to medium-sized businesses that manage appointments, such as medical clinics, salons, consultancies, and service-based companies. It is particularly beneficial for teams looking to enhance their customer interaction and streamline scheduling processes without significant investment in manpower.

🎯 Use Cases

  1. Medical Clinics: Automatically handle patient appointment requests and send reminders or follow-ups for missed bookings.
  2. Salons and Spas: Manage booking enquiries, schedule appointments, and resend follow-up messages to potential clients.
  3. Consulting Firms: Streamline client scheduling, confirm appointments, and maintain engagement with prospects through automated messaging.

TL;DR

This n8n workflow automates the entire appointment scheduling and follow-up process using Twilio, Cal.com, and AI. By handling enquiries, managing bookings, and engaging leads automatically, it enables businesses to enhance efficiency, improve customer engagement, and increase appointment conversions without additional manpower.

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