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Automation TemplatesCommon Integration Patterns

Common Integration Patterns

1. Availability Checking Pattern

Voice Agent β†’ Check Calendar β†’ If available β†’ Book β†’ Confirm If busy β†’ Suggest alternatives β†’ Book β†’ Confirm

2. Lead Qualification Pattern

Voice Agent β†’ Gather info β†’ Score lead β†’ If qualified β†’ CRM + Calendar + Email If not qualified β†’ CRM + Nurture sequence

3. Support Ticket Pattern

Voice Agent β†’ Identify issue β†’ If simple β†’ Provide solution + Email summary If complex β†’ Create ticket + SMS confirmation + Schedule callback