⏺ 🚀 How it works
⏺ 🚀 How it works Fully automates your inbound and outbound voice sales pipeline — from live call qualification to CRM pipeline management — with multi-agent AI and automatic lead nurturing if a prospect doesn't book. 📞 Receives end-of-call reports from Vapi or Retell AI via webhook — works with both providers out of the box 🧠 Qualifies every inbound lead using BANT scoring (Budget · Authority · Need · Timeline) powered by Claude Haiku 📅 Detects appointment intent and preferred meeting time using GPT-4o before touching your CRM 🗂️ Upserts the contact and creates a pipeline opportunity in GoHighLevel automatically — no duplicates 💬 Analyses objections and generates a rebuttal script using Claude Sonnet (feel-felt-found + Challenger Sale) 📝 Writes a professional CRM note from the call summary using Gemini 2.0 Flash — ready to sync 🔁 Enrols unqualified leads into a GoHighLevel nurture workflow automatically for long-term follow-up 📤 Fires prioritised outbound calls every morning at 9 AM via Vapi — GPT-4o Mini ranks leads by conversion probability 📊 Logs every call (inbound + outbound) to Supabase and Google Sheets for full pipeline reporting 🛠️ Set up steps Estimated setup time: ~45 minutes Webhook — copy the webhook URL and paste it into your Vapi or Retell dashboard as the end-of-call report URL GoHighLevel — connect your HighLevel OAuth2 credential; set your Pipeline ID, Hot Stage ID, and Nurturing Stage ID in the opportunity nodes (Opportunities → Settings → Pipelines) Anthropic — connect your Anthropic API credential; used for Claude Haiku (BANT qualification) and Claude Sonnet (objection handling) OpenAI — connect your OpenAI API credential; used for GPT-4o (booking intent detection) and GPT-4o Mini (outbound lead ranking) Google Gemini — connect your Google Gemini API credential; used for CRM note writing with gemini-2.0-flash Vapi — add your Vapi API key to the HTTP Request node header; set your Phone Number ID and Assistant ID in the outbound call node (Vapi Dashboard → Phone Numbers / Assistants) Supabase — connect your Supabase API credential; create the voice_call_logs table using the SQL in the setup sticky note inside the workflow Google Sheets — connect Google Sheets OAuth2; set your Spreadsheet ID and ensure a sheet named Voice Call Log exists with the columns listed in the setup sticky note Follow the sticky notes inside the workflow — each section has a one-liner setup guide 📋 Prerequisites Vapi or Retell AI account with an active phone number and assistant configured Anthropic API key (Claude API access) OpenAI API key (GPT-4o and GPT-4o Mini access) Google Gemini API key GoHighLevel account with at least one pipeline and automation workflow set up Supabase project with the voice_call_logs table created Google Sheets spreadsheet set up as your call log --- Custom Workflow Request with Personal Dashboard kumar@smartflowcraft.com https://www.smartflowcraft.com/contact More free templates https://www.smartflowcraft.com/n8n-templates. An n8n automation workflow template by Kumar SmartFlow Craft.
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