This Workflow simulates an AI-powered phone agent with two main functions:

📅 Appointment Booking – It can schedule appointments directly into Google Calendar.

🧠 RAG-based Information Retrieval – It provides answers using a Retrieval-Augmented Generation (RAG) system. For example, it can respond to questions such as store opening hours, return policies, or product details.

The guide also explains how to purchase a dedicated phone number (with a +1 prefix) and link it to the AI agent. This setup is cost-effective, as it uses a FREE $10 credit to operate without additional charges in the beginning.

✨ Advantages

🕐 24/7 Availability – The AI agent can answer calls and assist customers at any time.

🤖 Automation – It reduces the workload on human staff by handling repetitive tasks like appointment scheduling and FAQ responses.

🔌 Easy Integration – Built with n8n, it’s flexible and customizable for various platforms and tools.

💸 Low-cost Setup – Using the free credit, businesses can get started without an upfront investment.

📦 Use Cases

🛍 E-commerce – Answer common product questions or order inquiries.

🏬 Retail Stores – Provide store hours, address info, and return policies.

🍽 Restaurants – Take reservations or share menu information.

💼 Service Providers – Book appointments or consultations.

📞 Any Local Business – Offer phone support without needing a live operator.

How It Works

This Workflow simulates an AI-powered phone agent with two primary functions:

Appointment Booking

The workflow captures call events (e.g., call_ended or call_analyzed) and extracts key details (transcript, caller info, duration, etc.).

Using OpenAI, it summarizes the conversation and parses structured data (e.g., names, contact info, dates).

For scheduling, it converts user-provided dates into Google Calendar-compatible formats and creates events automatically.

RAG-Based Information Retrieval

When a query is received (e.g., store hours, product details), the workflow retrieves relevant information from a Qdrant vector store.

An AI agent processes the query using the retrieved data and responds via a webhook, ensuring accurate, context-aware answers.

Set Up Steps

1. Prepare Qdrant Vector Store
– Create/refresh a Qdrant collection (via HTTP requests).
– Upload and vectorize documents (e.g., from Google Drive) using OpenAI embeddings.

2. Configure RetellAI Agent
– Sign up for RetellAI, create an agent, and set the webhook URLs (n8n_call for call events, n8n_rag_function for RAG queries).
– Purchase a Twilio phone number and link it to the agent.

3. n8n Workflow Setup
– Connect OpenAI, Qdrant, Google Calendar, and Telegram nodes with credentials.
– Customize prompts for summarization, date parsing, and RAG responses.
– Test the workflow to ensure data flows from call events → processing → actions (e.g., calendar bookings, Telegram alerts).

4. Deploy
– Trigger the workflow via RetellAI webhooks during calls.
– Monitor outputs (e.g., call summaries in Telegram, calendar events).

Note: Replace placeholders (e.g., QDRANTURL, COLLECTION, CHAT_ID) with actual values.

Need help customizing?

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