This workflow automates customer support operations by integrating Voiceflow, Google Sheets, Zendesk, Google Calendar, and Airtable into one seamless system. It helps support teams quickly identify customers, log support tickets, schedule meetings, and share insights with the product team.
By combining AI-driven customer interactions with automated backend processes, this template reduces manual effort, speeds up response times, and ensures a smooth customer experience.
🚀 Features
- Customer Lookup – Searches the customer database (Google Sheets) using phone numbers and returns customer details or a NOT_FOUND response.
- Zendesk Ticket Creation – Automatically creates or updates customer records and logs tickets with transcripts and summaries.
- Meeting Scheduling – Checks Google Calendar availability, validates meeting times, and books meetings directly. Handles errors such as invalid dates or unavailable slots.
- Error Handling – Provides structured responses for ticket creation errors, calendar scheduling issues, and missing customer data.
- Airtable Integration – Stores call transcripts, summaries, and customer type for analysis by the product team.
- Voiceflow Support – Integrates with AI-powered customer conversations for seamless handoff to backend systems.
