SMS Appointment Scheduling Chatbot with Automated Follow-Ups
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Workflow Description
This workflow receives inbound customer SMS via a Twilio trigger and routes the message to an OpenAI-powered AI agent that uses Cal.com HTTP tools to check availability and create, find, reschedule, or cancel bookings. Conversation state and chat history persist in an Airtable Lead Tracker table, and a 24-hour schedule trigger generates AI follow-up messages for leads without appointments, capped at three follow-ups with STOP opt-out support.
How it works
- 1.A Twilio Trigger receives inbound SMS and a Switch node checks whether the body contains STOP.
- 2.A STOP request updates the Airtable record status to STOP and sends a confirmation SMS.
- 3.Otherwise the session is fetched from Airtable and passed with chat history to the Appointment Scheduling Agent.
- 4.The agent calls Cal.com tools (Get Availability, Create/Find/Get/Reschedule/Cancel Booking) and returns structured output validated by an auto-fixing parser.
- 5.The Create/Update Session node persists messages, appointment details, and summary in Airtable, then replies via Twilio.
- 6.Every 24 hours the workflow searches Airtable for leads with no appointment, fewer than 3 follow-ups, and no follow-up in 3 days, generates an LLM follow-up message, updates the counter, and sends it with STOP instructions.
Use cases
- Booking PC and laptop repair appointments through an SMS conversation.
- Re-engaging prospective customers who did not complete a booking.
- Managing reschedule and cancel requests entirely over SMS.
Requirements
- Twilio credentials for the trigger and SMS nodes, an OpenAI credential, and an Airtable credential.
- A Cal.com Header Auth credential (generic) for most tools and a calApi credential for Get Existing Booking.
- An Airtable Lead Tracker table with the referenced fields, and replacing eventTypeId 648297 with your own.
- A Twilio number configured to send inbound message webhooks to the n8n trigger URL.
Setup and testing in n8n
- Send a test SMS and verify a session is created or updated in Airtable and a reply arrives.
- Ask the agent to book an appointment and confirm the Cal.com booking and Airtable appointment_id.
- Send STOP and confirm the status changes, the confirmation SMS arrives, and follow-ups stop.
- Manually run the follow-up branch and check the generated message and incremented followup_count.
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (36)
Twilio Trigger
Set
OpenAI Chat Model1
OpenAI
Find Follow-Up Candidates
Airtable
Send Follow Up Message
Set
Sticky Note
Sticky Note
Update Follow-Up Count and Date
Airtable
Create/Update Session
Airtable
Get Existing Chat Session
Airtable
Every 24hrs
Schedule Trigger
Send Reply
Set
Send Confirmation
Set
User Request STOP
Airtable
Check For Command Words
Switch
Structured Output Parser
Output Parser Structured
Auto-fixing Output Parser
Output Parser Autofixing
OpenAI Chat Model2
OpenAI
Sticky Note3
Sticky Note
Sticky Note4
Sticky Note
Sticky Note5
Sticky Note
Sticky Note6
Sticky Note
Sticky Note7
Sticky Note
Sticky Note8
Sticky Note
Sticky Note1
Sticky Note
Generate Follow Up Message
LLM Chain
Sticky Note2
Sticky Note
Sticky Note9
Sticky Note
OpenAI Chat Model3
OpenAI
Get Availability
HTTP Request
Get Existing Booking
HTTP Request
Find Existing Booking
HTTP Request
Reschedule Booking
HTTP Request
Cancel Booking
HTTP Request
Create a Booking
HTTP Request
Sticky Note10
Sticky Note
Sticky Note12
Sticky Note
Appointment Scheduling Agent1
Agent
Source and license
Sticky Note
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