Goal
Free up time and drive revenue by turning missed calls into booked appointments, capturing new leads, and enhancing client satisfaction — all while runing seamlessly out-of-hours or 24/7. Powered by a revolutionary, fully automated, voice-enabled AI tech. AI agent should be trained to take, handle and summarise inbound calls, enrich CRM with new leads and book appointments directly into calendar.
Role
As the lead developer, I oversaw the design, implementation, and execution of the entire project. From solution architecture to workflow automation and integration, ensuring a seamless and efficient voice AI appointment-setting capability.
- Solution architecture. Designed, planned and executed the integration of AI, calendar systems, and CRM workflows, ensuring seamless communication between all components.
- Voice and text communication systems. Integrated voice interactions and SMS follow-ups, ensuring a smooth caller experience from start to finish.
- Optimisation. Built Python-based workflows to process info and optimize data pipeline.
- Data quality and UX. Extended Voice AI system with custom PHP scripts to create a robust and user-friendly workflow.
- Lead data capture and CRM updates. Automated workflows to handle real-time data synchronization between Voice AI system and the CRM, eliminating manual intervention.
Capability
- Capture missed opportunities: The Voice AI assistant replaces voicemail, ensuring no lead or client is missed. It handles calls out-of-hours or 24/7, converting missed calls into actionable appointments. By automating lead capture, it reduces the risk of lost revenue while providing a consistent experience.
- Automate appointment booking: Using integrated tools like Google Calendar and voice processor, the AI agent checks real-time availability, suggests alternative slots, and books appointments on the spot. This saves businesses hours of administrative time weekly and ensures seamless scheduling for both clients and staff.
- Enhance client interactions: For new leads, the assistant accurately captures essential information (name, email, company), ensuring data accuracy and CRM updates. For returning clients, it provides a personalized experience by addressing them by name and leveraging stored CRM details.
- Streamline data workflows: Captured caller details, call summaries, and booking information are logged directly into the CRM. This eliminates manual data entry and ensures that all lead and client information is up-to-date and actionable.
- Drive measurable results: By automating call handling and appointment setting, the assistant boosts lead conversion rates, saves businesses up to 10+ hours a week in administrative work, and ensures 100% coverage of client inquiries during and outside office hours.
Tech Stack
- Voice Processing layer: Voice processing providers
- AI layer: AI provider
- Scheduling layer: Google Calendar
- CRM layer: CRM provider
- Comms layer: Comms provider
- Automation layer: Workflow providers
- Other Integrations: PHP, Python
Year
2024