AI Voice Calling and Scheduling Integration

Objective

The primary goals of this project were to:

Integrate AI voice calling API with Calendly for appointment screenings and reminders.

Utilize Google Sheets for dynamic tracking of call outcomes.

Implement follow-up calls for unanswered attempts, enhancing customer engagement.

Solution Strategy

Integration Complexity

The project involved a multi-layered approach, integrating various APIs with Zapier serving as the central automation hub. The challenges included:

Asynchronous AI Calling: Synchronizing AI voice calls with dynamic scheduling data from Calendly.

Response Analysis: Utilizing OpenAI APIs to analyze call transcripts for actionable insights.

Workflow Management: Overcoming Calendly's API limitations through intelligent zap configurations.