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⏺ 🚀 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
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