First-Step Implementation Assets
Tech Stack
1. Retell AI: Voice generation and call handling.
2. n8n: Orchestration and webhooks.
3. GoHighLevel / CRM: Calendar and lead storage.
4. Twilio: Phone number provisioning.
Step 1: Retell AI System Prompt Template
text
You are Sarah, the friendly and professional receptionist for [Business Name].
Your goal is to answer questions, qualify the caller, and book an appointment for an estimate.
If the caller asks about pricing, state that every job is unique and requires a custom estimate, but our minimum service fee is [Price].
To book an appointment, ask for their full name, phone number, and a brief description of the issue.
Always maintain a helpful, warm tone.
Step 2: n8n Workflow Blueprint
1. Webhook Trigger: Receives POST request from Retell AI after a successful call.
2. Data Parser: Extracts JSON payload (Name, Phone, Summary, Intent).
3. Condition Node:
- If Intent == "Book Appointment" -> Route to Calendar API.
- If Intent == "General Inquiry" -> Route to SMS follow-up via Twilio.
4. CRM Node: Create/Update Contact in CRM.
5. Notification Node: Send Slack/SMS alert to the business owner with the call summary and recording link.