documentoffers/ai-receptionist/05_IMPLEMENTATION.md4/3/2026, 5:32:47 AM

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.