Advance AI Voice Agent and Omni-Channel Automation
Budget: $250 – $750 USD
COMPLETE FLOW: AI VOICE CONVERSATIONAL AGENT + OMNICHANNEL ACTIONS
Overview
This system automates interaction with leads who enter through campaigns (e.g., Facebook Ads) and are registered in HubSpot. The AI agent makes phone calls, holds a natural conversation (using realistic voice), answers questions, qualifies, and sells. If the lead expresses interest, the system can send links (registration, payment, information) via WhatsApp, Email, or SMS, and also send automated follow-ups.
1. REQUIREMENTS & TOOLS
Twilio Programmable Voice (automated calls, WhatsApp/SMS integration)
OpenAI API (GPT-4, GPT-3.5 Turbo, etc.)
ElevenLabs API (realistic Text-to-Speech)
Speech-to-Text API (OpenAI Whisper, Google Cloud, Azure)
HubSpot CRM API (lead/contact management)
SendGrid, Mailgun, or Gmail API (for sending emails)
Your own server or cloud server (backend for the orchestrator)
Zapier/Make.com (optional, for automations if you don’t want to code everything from scratch)
2. ARCHITECTURE & GENERAL FLOW
Lead entry: Lead is registered in HubSpot (via campaign, form, etc).
Call trigger: The system detects the new lead and automatically triggers a call using Twilio.
Advanced conversation:
The AI agent introduces itself, interacts using human-like voice (via ElevenLabs).
The user responds by voice. The audio is transcribed (Speech-to-Text).
OpenAI processes the response and generates the next interaction.
The cycle repeats, creating a realistic and fluent conversational experience.
Intent detection:
If the user shows interest (“I want to sign up”, “Send me the link”), the bot asks for their preferred channel (WhatsApp, Email, SMS).
Link sending:
The system sends the link through the selected channel using the corresponding API.
The bot confirms the link was sent during the call.
Follow-up:
If the lead doesn’t complete the action (registration/payment), an automatic reminder is sent.
Logging & closure:
The call result, transcription, recordings, and actions taken are saved in HubSpot.
3. DETAILED IMPLEMENTATION STEP-BY-STEP
A. Initial Setup
1. Create Agent in OpenAI
Register at OpenAI Platform.
Get your API Key.
Define the system prompt for your agent (see example below).
The agent is designed to:
Introduce itself.
Qualify the lead.
Provide course information.
Offer and close registration if the user is interested.
Offer to send the registration link via preferred channel.
Sample prompt:
You are a sales agent for a welding academy. You must greet, identify the user's interest, answer their questions about the basic course, motivate them to enroll, and if they are interested, ask if they prefer to receive the registration link via WhatsApp, Email, or SMS. Then, confirm you sent it and offer additional help. Always be friendly and direct.
2. ElevenLabs Setup
Create an account.
Choose or create a voice (male or female, according to your brand image).
Get your API Key.
Test to ensure the voice is natural and professional.
3. Twilio Setup
Create an account.
Buy a number for calls and WhatsApp.
Get your Account SID and Auth Token.
Set up Twilio Programmable Voice and Twilio WhatsApp API (if using WhatsApp).
4. HubSpot CRM
Access your HubSpot and make sure leads from your Facebook campaigns are added as contacts.
Get your API Key and set up permissions for reading/writing contacts.
5. Email API
Register at SendGrid, Mailgun, or use Gmail API.
Get your API Key and configure the sender.
B. Development of the Conversation Orchestrator
The orchestrator is the backend that connects all parts:
Lead detection:
HubSpot webhook or polling the API to detect new leads.
Start call:
Use the Twilio API to start the call to the lead.
Twilio POSTs to your webhook (backend server) when the call is answered.
Conversation (loop):
The backend sends the initial message (generated by OpenAI) to ElevenLabs, gets the audio, and passes it to Twilio to play.
Twilio records the user's response and sends it to your backend.
The backend converts audio to text (Whisper or Google Cloud Speech).
The text is sent to OpenAI with the conversation history.
OpenAI generates the next response.
The cycle repeats as long as the conversation lasts.
Action intent detection:
If OpenAI detects the user asks for info/link/registration, the backend asks for the preferred channel.
The user responds (by voice).
Link sending:
If the user selects WhatsApp, the backend uses Twilio WhatsApp API to send the link.
If Email, use SendGrid/Mailgun.
If SMS, use Twilio SMS API.
The bot confirms during the call that the link was sent.
Follow-up & reminders:
The backend logs the action in HubSpot.
If the registration isn’t completed within X hours (verifiable by API or webhook), a reminder is sent automatically via the selected channel.
Result logging:
The conversation, recordings, result, and sent links are logged in HubSpot.
C. Technical Details & Suggested Logic
1. Maintain context
Store conversation history for each lead (call ID).
Use prompts with context so OpenAI always knows the flow status.
2. Error handling & fallback
If the user doesn’t respond or there is prolonged silence, repeat the question or offer human assistance.
If link delivery fails, try another channel.
3. Security
Store all API Keys securely (environment variables).
Comply with GDPR/CCPA if handling sensitive information.
4. Scalability
The system should support multiple simultaneous calls (use queues and async processing).
4. SAMPLE FLOW (TEXT & DIAGRAM)
Step-by-step Text
Lead registers in HubSpot.
The orchestrator detects the new lead.
Twilio makes the call to the lead.
Bot (ElevenLabs voice) introduces itself and asks about interest in the course.
Lead responds by voice.
Audio is transcribed (Whisper/Google STT) and sent to OpenAI.
OpenAI responds according to context; cycle repeats.
If the lead shows interest in enrolling:
Bot asks for their preferred channel to receive the link.
Lead responds (“WhatsApp”, “Email”, “SMS”).
Orchestrator sends the link via the preferred channel.
Bot confirms in the call that the link was sent.
If no action, an automatic reminder is scheduled.
Result, transcription, and recording are saved in HubSpot.
Simplified Flow Diagram
[HubSpot Lead]
|
v
[Orchestrator Backend] <---> [OpenAI API]
| ^
v |
[Twilio Call] <-> [User] |
^ v
[STT] -> [OpenAI] -> [TTS ElevenLabs] -> [Twilio]
| (loop) |
v |
[Intent Detection] |
| |
[Preferred Channel]---> [Send Link via API]
|
[Confirmation]
|
[CRM Logging & Follow-up]
5. RESOURCES & REFERENCES FOR THE DEVELOPER
Twilio Voice:
https://www.twilio.com/docs/voice
Twilio WhatsApp API:
https://www.twilio.com/docs/whatsapp/api
Twilio SMS API:
https://www.twilio.com/docs/sms/send-messages
OpenAI API:
https://platform.openai.com/docs/api-reference
ElevenLabs API:
https://docs.elevenlabs.io/api-reference/text-to-speech
OpenAI Whisper (Speech-to-Text):
https://platform.openai.com/docs/guides/speech-to-text
HubSpot API:
https://developers.hubspot.com/docs/api/crm/contacts
SendGrid API:
https://docs.sendgrid.com/for-developers/sending-email/api-getting-started
6. SAMPLE PSEUDOCODE FOR KEY ACTIONS
a) Sending Link via Preferred Channel
if intent_detected == "send_link":
channel = get_preferred_channel_from_user() # Collect user's response
if channel == "whatsapp":
send_whatsapp_message(lead_phone, enrollment_link)
elif channel == "email":
send_email(lead_email, "Registration Link", enrollment_link)
elif channel == "sms":
send_sms(lead_phone, enrollment_link)
log_action_in_crm(lead_id, channel, enrollment_link)
b) Suggested OpenAI Prompt
Act as a sales agent for a welding academy. Hold a natural conversation, qualify the user's interest and, if they show interest in enrolling, ask if they prefer to receive the registration link via WhatsApp, Email, or SMS. Confirm the delivery and politely say goodbye.
7. SUMMARY FOR THE DEVELOPER
The agent must execute an advanced conversational flow, including lead qualification, information, and closing the sale.
It must be able to send dynamic links via the user's preferred channel and send automatic reminders if the action isn’t completed.
The system should be scalable, secure, and store all relevant information in the CRM (HubSpot). That work with Socialgrowthco
Overview
This system automates interaction with leads who enter through campaigns (e.g., Facebook Ads) and are registered in HubSpot. The AI agent makes phone calls, holds a natural conversation (using realistic voice), answers questions, qualifies, and sells. If the lead expresses interest, the system can send links (registration, payment, information) via WhatsApp, Email, or SMS, and also send automated follow-ups.
1. REQUIREMENTS & TOOLS
Twilio Programmable Voice (automated calls, WhatsApp/SMS integration)
OpenAI API (GPT-4, GPT-3.5 Turbo, etc.)
ElevenLabs API (realistic Text-to-Speech)
Speech-to-Text API (OpenAI Whisper, Google Cloud, Azure)
HubSpot CRM API (lead/contact management)
SendGrid, Mailgun, or Gmail API (for sending emails)
Your own server or cloud server (backend for the orchestrator)
Zapier/Make.com (optional, for automations if you don’t want to code everything from scratch)
2. ARCHITECTURE & GENERAL FLOW
Lead entry: Lead is registered in HubSpot (via campaign, form, etc).
Call trigger: The system detects the new lead and automatically triggers a call using Twilio.
Advanced conversation:
The AI agent introduces itself, interacts using human-like voice (via ElevenLabs).
The user responds by voice. The audio is transcribed (Speech-to-Text).
OpenAI processes the response and generates the next interaction.
The cycle repeats, creating a realistic and fluent conversational experience.
Intent detection:
If the user shows interest (“I want to sign up”, “Send me the link”), the bot asks for their preferred channel (WhatsApp, Email, SMS).
Link sending:
The system sends the link through the selected channel using the corresponding API.
The bot confirms the link was sent during the call.
Follow-up:
If the lead doesn’t complete the action (registration/payment), an automatic reminder is sent.
Logging & closure:
The call result, transcription, recordings, and actions taken are saved in HubSpot.
3. DETAILED IMPLEMENTATION STEP-BY-STEP
A. Initial Setup
1. Create Agent in OpenAI
Register at OpenAI Platform.
Get your API Key.
Define the system prompt for your agent (see example below).
The agent is designed to:
Introduce itself.
Qualify the lead.
Provide course information.
Offer and close registration if the user is interested.
Offer to send the registration link via preferred channel.
Sample prompt:
You are a sales agent for a welding academy. You must greet, identify the user's interest, answer their questions about the basic course, motivate them to enroll, and if they are interested, ask if they prefer to receive the registration link via WhatsApp, Email, or SMS. Then, confirm you sent it and offer additional help. Always be friendly and direct.
2. ElevenLabs Setup
Create an account.
Choose or create a voice (male or female, according to your brand image).
Get your API Key.
Test to ensure the voice is natural and professional.
3. Twilio Setup
Create an account.
Buy a number for calls and WhatsApp.
Get your Account SID and Auth Token.
Set up Twilio Programmable Voice and Twilio WhatsApp API (if using WhatsApp).
4. HubSpot CRM
Access your HubSpot and make sure leads from your Facebook campaigns are added as contacts.
Get your API Key and set up permissions for reading/writing contacts.
5. Email API
Register at SendGrid, Mailgun, or use Gmail API.
Get your API Key and configure the sender.
B. Development of the Conversation Orchestrator
The orchestrator is the backend that connects all parts:
Lead detection:
HubSpot webhook or polling the API to detect new leads.
Start call:
Use the Twilio API to start the call to the lead.
Twilio POSTs to your webhook (backend server) when the call is answered.
Conversation (loop):
The backend sends the initial message (generated by OpenAI) to ElevenLabs, gets the audio, and passes it to Twilio to play.
Twilio records the user's response and sends it to your backend.
The backend converts audio to text (Whisper or Google Cloud Speech).
The text is sent to OpenAI with the conversation history.
OpenAI generates the next response.
The cycle repeats as long as the conversation lasts.
Action intent detection:
If OpenAI detects the user asks for info/link/registration, the backend asks for the preferred channel.
The user responds (by voice).
Link sending:
If the user selects WhatsApp, the backend uses Twilio WhatsApp API to send the link.
If Email, use SendGrid/Mailgun.
If SMS, use Twilio SMS API.
The bot confirms during the call that the link was sent.
Follow-up & reminders:
The backend logs the action in HubSpot.
If the registration isn’t completed within X hours (verifiable by API or webhook), a reminder is sent automatically via the selected channel.
Result logging:
The conversation, recordings, result, and sent links are logged in HubSpot.
C. Technical Details & Suggested Logic
1. Maintain context
Store conversation history for each lead (call ID).
Use prompts with context so OpenAI always knows the flow status.
2. Error handling & fallback
If the user doesn’t respond or there is prolonged silence, repeat the question or offer human assistance.
If link delivery fails, try another channel.
3. Security
Store all API Keys securely (environment variables).
Comply with GDPR/CCPA if handling sensitive information.
4. Scalability
The system should support multiple simultaneous calls (use queues and async processing).
4. SAMPLE FLOW (TEXT & DIAGRAM)
Step-by-step Text
Lead registers in HubSpot.
The orchestrator detects the new lead.
Twilio makes the call to the lead.
Bot (ElevenLabs voice) introduces itself and asks about interest in the course.
Lead responds by voice.
Audio is transcribed (Whisper/Google STT) and sent to OpenAI.
OpenAI responds according to context; cycle repeats.
If the lead shows interest in enrolling:
Bot asks for their preferred channel to receive the link.
Lead responds (“WhatsApp”, “Email”, “SMS”).
Orchestrator sends the link via the preferred channel.
Bot confirms in the call that the link was sent.
If no action, an automatic reminder is scheduled.
Result, transcription, and recording are saved in HubSpot.
Simplified Flow Diagram
[HubSpot Lead]
|
v
[Orchestrator Backend] <---> [OpenAI API]
| ^
v |
[Twilio Call] <-> [User] |
^ v
[STT] -> [OpenAI] -> [TTS ElevenLabs] -> [Twilio]
| (loop) |
v |
[Intent Detection] |
| |
[Preferred Channel]---> [Send Link via API]
|
[Confirmation]
|
[CRM Logging & Follow-up]
5. RESOURCES & REFERENCES FOR THE DEVELOPER
Twilio Voice:
https://www.twilio.com/docs/voice
Twilio WhatsApp API:
https://www.twilio.com/docs/whatsapp/api
Twilio SMS API:
https://www.twilio.com/docs/sms/send-messages
OpenAI API:
https://platform.openai.com/docs/api-reference
ElevenLabs API:
https://docs.elevenlabs.io/api-reference/text-to-speech
OpenAI Whisper (Speech-to-Text):
https://platform.openai.com/docs/guides/speech-to-text
HubSpot API:
https://developers.hubspot.com/docs/api/crm/contacts
SendGrid API:
https://docs.sendgrid.com/for-developers/sending-email/api-getting-started
6. SAMPLE PSEUDOCODE FOR KEY ACTIONS
a) Sending Link via Preferred Channel
if intent_detected == "send_link":
channel = get_preferred_channel_from_user() # Collect user's response
if channel == "whatsapp":
send_whatsapp_message(lead_phone, enrollment_link)
elif channel == "email":
send_email(lead_email, "Registration Link", enrollment_link)
elif channel == "sms":
send_sms(lead_phone, enrollment_link)
log_action_in_crm(lead_id, channel, enrollment_link)
b) Suggested OpenAI Prompt
Act as a sales agent for a welding academy. Hold a natural conversation, qualify the user's interest and, if they show interest in enrolling, ask if they prefer to receive the registration link via WhatsApp, Email, or SMS. Confirm the delivery and politely say goodbye.
7. SUMMARY FOR THE DEVELOPER
The agent must execute an advanced conversational flow, including lead qualification, information, and closing the sale.
It must be able to send dynamic links via the user's preferred channel and send automatic reminders if the action isn’t completed.
The system should be scalable, secure, and store all relevant information in the CRM (HubSpot). That work with Socialgrowthco