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Automation TemplatesCommon Integration Patterns

Common Integration Patterns

1. Availability Checking Pattern

Voice Agent → Check Calendar → If available → Book → Confirm If busy → Suggest alternatives → Book → Confirm

2. Lead Qualification Pattern

Voice Agent → Gather info → Score lead → If qualified → CRM + Calendar + Email If not qualified → CRM + Nurture sequence

3. Support Ticket Pattern

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