The 100% Automated AI Appointment Setter
ฝัง
- เผยแพร่เมื่อ 9 พ.ค. 2024
- 🚀 My Skool Community (ALL Resources) www.skool.com/ai-automations-...
🦸♂️ AI voice agent*: synthflow.ai/?via=jack-roberts
⚡️ Zapier: zapier.com
🔮 Make* make.com/en/register?pc=jackroberts
🤖 OpenAI platform.openai.com/api-key
📊 A CRM of your choosing [OPTIONAL]
📈 A place to store data like Airtable:www.airtable.com/ [OPTIONAL]
📞 Phone mumber: Twillio.com (many options)
📆 Appointments: Cal.com or www.gohighlevel.com/freetrial5
💷 Make MONEY with Skool: www.skool.com/refer?ref=d4618...
In this video, you'll learn how to create a fully automated AI appointment setter that can handle inbound calls 24/7, have natural conversations with callers, and automatically book appointments or capture lead information. This powerful system combines AI voice technology, no-code automation tools, and your existing CRM to provide a seamless booking experience for your business.
Whether you want to implement this in your own business or offer it as a service to clients, this step-by-step tutorial will show you exactly how to build and deploy your AI appointment setter.
Costs 💷
🔮 Make: FREE up to 1,000 operations
🦸♂️ AI voice agent: $0.58 per minute
⚡️ Zapier: Free for 100 tasks (£16.44 pm for first plan)
🤖 OpenAI: circa $0.02 per flow
📈 Airtable: Free for 1,000 records
🤖 What it does:
• Creates a fully automated AI agent that can handle inbound calls 24/7 to book appointments or capture lead information
• The AI has natural conversations with callers to determine their needs, book appointments if appropriate, and collect contact details
• Appointment and lead information gets automatically added to a CRM and other systems for tracking and follow-up
📝 How to do it:
Sign up for Synthflow (or voice agent of choice) and create a new AI voice agent, configuring the voice, scripts, scheduling options, and phone number.
Set up a new Zapier zap that is triggered when a Synthflow phone call completes. Have it send the call data to Make via webhook.
In Make, use the webhook data to extract the call transcript. Feed this into OpenAI GPT models to analyze and extract the caller's name, reason for calling, appointment booking status, and any other key details.
Still in Make, create steps to add the extracted data to your CRM (like HubSpot) and, optionally, Airtable. Configure the field mapping as needed.
If an appointment was booked on the call, have Make add it to your calendar via the scheduling tool you connected, like Cal.com.
Activate the Make scenario and Zapier Zap. Test the end-to-end flow by calling the phone number and having a sample conversation with the AI.
Verify the automation ran properly by checking the CRM, Airtable, and calendar to make sure the appointment and lead data came through correctly.
Put the AI agent into production use by connecting the phone number to your other marketing. The automated system will now be able to take calls, book appointments, and capture leads 24/7 without human intervention.
🌟 Why do this
Enables 24/7 appointment booking and lead capture without human agents
Appointment data automatically syncs to your calendar tools
Lead info gets stored in your CRM for tracking and follow-up
Can be used for inbound marketing or outbound cold calling
Highly customizable to match your brand voice and booking flow
Saves significant time and money versus human agents
Provides analytics on calls to improve scripts and performance over time
![I Built a $1M AI App [No Code]](/img/n.gif)
🎉Join 700+ AI Automaters and Get Your unfair advantage in my Skool community: rb.gy/73y5da
🦸♂AI voice agent: synthflow.ai/?via=jack-roberts
y not u use vapi ?
Damn - very nice video Jack.
So excited, thank you
Yess my guy! 🔥
Did I miss the part where it has a real call cold calling? Would be great to see and hear it.
Thank you, I'm going to join your community soon
Welcome aboard, can't wait to have you part of the community 💙
top top top, Thanks Thanks
You got it bro!
I’d donate for these valuable free videos, bud! I’ll be joining your Skool. Do you know the founder? Just saw an article that referenced him and MAKE. Cool and valuable info my friend!
Great Idea ;)
Just scratching the surface right!
What additional steps would be required, how difficult would it be to connect it to the CRM first and use the caller id to check if they have an account on file already... VIP Status? Ask to verify email instead and thank then for being a valued repeat customer,
That is possible for sure
How can we implement this with chatgpt 4o
Thanks Jack - appreciate it. Sythnflow may be quite good, but it is too expensive.
My pleasure! Have you played around with many voice AI's Ian? Always great to hear from you 💙
@@Itssssss_Jack Hi Jack - thanks. Yes, I have tried Synthflow, Bland AI, VAPI and Retell AI. I like Retell AI, but it is Python based = works with Make etc, but you have to find a way to host it, so my choice at the moment is VAPI and it integrates with Make nicely too.
فعِّل ميزة الشرح و الترجمة مثل ما كنت مفعلها من قبل يا رجل😅
On youtube videos? Let me check that out 👀
thank you Jack. Can you help me, I'm having trouble with OpenAI, I can't see any assistants in it.
Save the scenario and then refresh the page/the module :)
This no longer works as Synthflow expects you to subscribe at 14:46 youtube marker point. (Step 1)😥
Swap out terrible Synthflow with the awfule voice and latency for something like VAPI and you have a winner!
Before I join your community, do you have a script that allows me to scrape blogs/deals and then post them on forums or in comments?
We have scraper bots yes 👀 I haven't built an automation that turns those into comments, but if you DM in the group about exactly what you want to do, I can help you get that started bro. Somebody in the community just built a bot that scrapes Google reviews for businesses for our May competition - you'd love it!
@@Itssssss_Jack Hi Jack - are the competition automations available in the community as well ?
@@iainhmunro yep 👍 I put up $1,000 in prizes for this month, the community learns and we get to benefit as a community🔥
@@Itssssss_Jackthanks Jack. I was going to sign up when you had 3 members. Now it is getting to expensive to signup