Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
Who’s it for This template is for businesses, customer support teams, and professionals who want to deliver AI-powered WhatsApp assistance. It helps automate conversations, schedule meetings, answer FAQs, and send follow-up emails — all from WhatsApp. How it works A customer sends a WhatsApp message, which is captured by the Twilio Trigger. The incoming text is formatted and passed to the AI Support Agent. Based on the request, the agent can: Manage Google Calendar events (create, list, delete). Answer questions from your knowledge base (Supabase + embeddings). Draft and send emails via Gmail. Reply directly on WhatsApp with the appropriate response. How to set up Connect your Twilio account with WhatsApp enabled. Add your OpenAI API key. Connect Google Calendar. Connect Gmail. Configure Supabase for knowledge base storage. Requirements Twilio account (with WhatsApp number) OpenAI API key Google Calendar Gmail account Supabase project How to customize Update the Set Fields node with your Twilio number, API keys, and Gmail details. Add custom documents to Supabase for domain-specific FAQs. Adjust AI prompts for different roles (e.g., booking bot, HR assistant, customer support). Extend by adding more tools (CRM, Slack, Notion, etc.) as needed.
Best fit
Categories
Services
Use cases
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