Researched: Sourced and summarized, not yet run end-to-end by us Lead generation
AI phone agent that qualifies leads and schedules calls
At a glance
- Setup estimate
- 2–4 h (ESTIMATE)
- Tools
- Industries
- E-commerce, Local retail & hospitality, General (any small business)
Problem
Outbound and inbound lead calls eat staff time, and call notes go undocumented
Caveats
Needs paid RetellAI and Twilio accounts (costs UNKNOWN) plus an OpenAI API key. Consent and call-recording laws for AI voice calls vary by state and country; get legal advice before calling leads.
Tools
- n8n
- RetellAI voice agent
- OpenAI
- Google Sheets (trigger + log)
- Twilio
- Gmail
Browse by tool: n8n, RetellAI, OpenAI, Google Sheets, Twilio, Gmail
Steps
- New lead row in Google Sheets triggers the flow.
- RetellAI places or answers the call via Twilio.
- Call webhook returns the transcript.
- OpenAI extracts qualification fields.
- Results are written back to the sheet.
- Gmail sends follow-up or booking details.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.