Qualify and manage voice sales calls with Claude, GPT-4o, Gemini, and GoHighLevel
βΊ π How it works Fully automates your inbound and outbound voice sales pipeline β from live call qualification to CRM pipeline management β with multi-agent AI and automatic lead nurturing if a prospect doesn't book....
Template notes
βΊ π How it works Fully automates your inbound and outbound voice sales pipeline β from live call qualification to CRM pipeline management β with multi-agent AI and automatic lead nurturing if a prospect doesn't book. - π Receives end-of-call reports from Vapi or Retell AI via webhook β works with both providers out of the box - π§ Qualifies every inbound lead using BANT scoring (Budget Β· Authority Β· Need Β· Timeline) powered by Claude Haiku - π Detects appointment intent and preferred meeting time using GPT-4o before touching your CRM - ποΈ Upserts the contact and creates a pipeline opportunity in GoHighLevel automatically β no duplicates - π¬ Analyses objections and generates a rebuttal script using Claude Sonnet (feel-felt-found + Challenger Sale) - π Writes a professional CRM note from the call summary using Gemini 2.0 Flash β ready to sync - π Enrols unqualified leads into a GoHighLevel nurture workflow automatically for long-term follow-up - π€ Fires prioritised outbound calls every morning at 9 AM via Vapi β GPT-4o Mini ranks leads by conversion probability - π Logs every call (inbound + outbound) to Supabase and Google Sheets for full pipeline reporting π οΈ Set up steps Estimated setup time: ~45 minutes 1. Webhook β copy the webhook URL and paste it into your Vapi or Retell dashboard as the end-of-call report URL 2. GoHighLevel β connect your HighLevel OAuth2 credential; set your Pipeline ID, Hot Stage ID, and Nurturing Stage ID in the opportunity nodes (Opportunities β Settings β Pipelines) 3. Anthropic β connect your Anthropic API credential; used for Claude Haiku (BANT qualification) and Claude Sonnet (objection handling) 4. OpenAI β connect your OpenAI API credential; used for GPT-4o (booking intent detection) and GPT-4o Mini (outbound lead ranking) 5. Google Gemini β connect your Google Gemini API credential; used for CRM note writing with gemini-2.0-flash 6. Vapi β 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 β Phone Numbers / Assistants) 7. Supabase β connect your Supabase API credential; create the voicecalllogs table using the SQL in the setup sticky note inside the workflow 8. Google Sheets β 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 9. Follow the sticky notes inside the workflow β each section has a one-liner setup guide π 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 voicecalllogs table created - Google Sheets spreadsheet set up as your call log --- Custom Workflow Request with Personal Dashboard kumar@smartflowcraft.com https://www.smartflowcraft.com/contact
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