Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide
工作流概述
这是一个包含18个节点的复杂工作流,主要用于自动化处理各种任务。
工作流源代码
{
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"meta": {
"instanceId": "a2b23892dd6989fda7c1209b381f5850373a7d2b85609624d7c2b7a092671d44",
"templateCredsSetupCompleted": true
},
"name": "Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide",
"tags": [
{
"id": "12w64ydbjEKDaM0B",
"name": "inbound",
"createdAt": "2025-05-06T20:31:43.427Z",
"updatedAt": "2025-05-06T20:31:43.427Z"
},
{
"id": "xSqaFWDcbJCRECKZ",
"name": "outbound",
"createdAt": "2025-05-06T20:31:38.072Z",
"updatedAt": "2025-05-06T20:31:38.072Z"
}
],
"nodes": [
{
"id": "78f39980-c9f8-49b6-93bb-a1f61d347ac3",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
0
],
"parameters": {
"width": 1260,
"height": 320,
"content": "# Outbound lead qualification call workflow"
},
"typeVersion": 1
},
{
"id": "661006b9-dac7-4ac0-882a-2e0cba9dbae1",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
360
],
"parameters": {
"color": 5,
"width": 1260,
"height": 320,
"content": "# Inbound call appointment scheduler workflow"
},
"typeVersion": 1
},
{
"id": "96a278b9-8d2e-4f85-9f6a-2997932a7ca4",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1060,
-420
],
"parameters": {
"color": 4,
"width": 1400,
"height": 1100,
"content": "# Post-call workflow
## Triggers when a new lead is added in Google Sheets:
### 1 -Sends SMS to remind rep to call in 5 min
### 2- (Optional delay step)
### 3- Triggers RetellAI to place an automated call to the lead
## 💡 Requires phone numbers to be formatted in E.164"
},
"typeVersion": 1
},
{
"id": "d082f904-f185-4615-b0d8-9438c731786f",
"name": "Detect new lead in Google Sheets",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
-160,
100
],
"parameters": {
"event": "rowAdded",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyHour"
}
]
},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "="
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "="
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"id": "pXaVMshaL2QzVDYh",
"name": "Google Sheets Trigger account"
}
},
"typeVersion": 1
},
{
"id": "c61172c2-7795-47be-acaa-d4824ca69680",
"name": "Send SMS reminder to call lead in 5 minutes",
"type": "n8n-nodes-base.twilio",
"position": [
140,
100
],
"parameters": {
"to": "={{ $json['Phone Number'] }}",
"from": "+33600000000",
"message": "Hello, thanks for your interest in our roofing services. We'll be calling you shortly to ask about your project!",
"options": {},
"resource": "call"
},
"credentials": {
"twilioApi": {
"id": "udXVmM3xHYZbMW4g",
"name": "Twilio account"
}
},
"typeVersion": 1
},
{
"id": "d88573d4-ec99-40e4-8603-f1e910d034d1",
"name": "Wait 5 minutes before making call",
"type": "n8n-nodes-base.wait",
"position": [
460,
100
],
"webhookId": "344c2d5d-5629-4466-866b-ac6359b3b042",
"parameters": {
"unit": "minutes",
"amount": 1
},
"typeVersion": 1.1
},
{
"id": "d6778895-90dd-471e-9d9d-c48a35154291",
"name": "Call new lead using RetellAI",
"type": "n8n-nodes-base.httpRequest",
"position": [
760,
100
],
"parameters": {
"url": "https://api.retellai.com/v2/create-phone-call",
"method": "POST",
"options": {},
"jsonBody": "={
\"from_number\": \"+33600000000\",
\"to_number\": \"{{ $json['Phone Number'] }}\",
\"retell_llm_dynamic_variables\": {
\"uuid\": \"{{ $('Detect new lead in Google Sheets').item.json.UUID }}\"
}
}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "Bearer key_XXXXXXXXX"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "8e7e7c0c-2600-4b20-ba30-b855d456d302",
"name": "Receive inbound call from RetellAI (webhook)",
"type": "n8n-nodes-base.webhook",
"position": [
-160,
460
],
"webhookId": "ebd11c9b-129c-4b59-8c27-9a4b567305f7",
"parameters": {
"path": "ebd11c9b-129c-4b59-8c27-9a4b567305f7",
"options": {},
"httpMethod": "POST",
"responseMode": "responseNode"
},
"typeVersion": 2
},
{
"id": "36bf25b0-d39d-4127-b005-5e3619069744",
"name": "Check if phone number exists in Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
300,
460
],
"parameters": {
"options": {},
"filtersUI": {
"values": [
{
"lookupValue": "={{ $json.body.call_inbound.from_number }}",
"lookupColumn": "Phone Number"
}
]
},
"sheetName": {
"__rl": true,
"mode": "id",
"value": "="
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "="
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "51us92xkOlrvArhV",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
},
{
"id": "0b2dc7b9-84c1-488b-9d02-47cf6ee460c7",
"name": "Send response to inbound webhook call",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
760,
460
],
"parameters": {
"options": {},
"respondWith": "json",
"responseBody": "={
\"call_inbound\": {
\"dynamic_variables\": {
\"name\": \"{{ $json.Name }}\"
}
}
}"
},
"typeVersion": 1.1
},
{
"id": "063a4a31-429f-4cf0-b248-869131e92633",
"name": "Receive post-call data from RetellAI (webhook)",
"type": "n8n-nodes-base.webhook",
"position": [
1180,
80
],
"webhookId": "f8878b78-43ea-4caa-b16c-cde9aaf2e9b1",
"parameters": {
"path": "f8878b78-43ea-4caa-b16c-cde9aaf2e9b1",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "215e2031-983a-4785-b46d-026f64c115e4",
"name": "Filter for analyzed calls only",
"type": "n8n-nodes-base.filter",
"position": [
1400,
80
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "a0e40476-0054-43ec-b7a7-e872d1c6061a",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.body.event }}",
"rightValue": "call_analyzed"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "f8cae0c3-1b5d-47e6-b7fd-b47558c30d3f",
"name": "Check if call was outbound",
"type": "n8n-nodes-base.if",
"position": [
1620,
80
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "46590184-4e33-48fd-a9f4-c63b13f88c1f",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.body.call.direction }}",
"rightValue": "outbound"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "8997d5ec-bfb9-4ce9-9e13-6035f02b634e",
"name": "Update lead record in Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
1860,
-40
],
"parameters": {
"columns": {
"value": {
"UUID": "={{ $json.body.call.retell_llm_dynamic_variables.uuid }}",
"Qualification": "={{ $json.body.call.call_analysis.custom_analysis_data.qualification }}"
},
"schema": [
{
"id": "UUID",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "UUID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone Number",
"type": "string",
"display": true,
"required": false,
"displayName": "Phone Number",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Datetime Called",
"type": "string",
"display": true,
"required": false,
"displayName": "Datetime Called",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Qualification",
"type": "string",
"display": true,
"required": false,
"displayName": "Qualification",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"UUID"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "id",
"value": "="
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "="
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "51us92xkOlrvArhV",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
},
{
"id": "20757ff8-6604-4c80-96ec-32bfac983ed7",
"name": "Send call summary email",
"type": "n8n-nodes-base.gmail",
"position": [
2220,
-40
],
"webhookId": "806ec3f9-8bcb-48ef-8e22-9d1ce3b06bf0",
"parameters": {
"sendTo": "youremail@gmail.com",
"message": "=Name:
{{ $json.body.call.call_analysis.custom_analysis_data.first_name }}
Number:
{{ $json.body.call.call_analysis.custom_analysis_data.phone_number }}
Qualification:
{{ $json.body.call.call_analysis.custom_analysis_data.qualification }}
Call Summary:
{{ $json.body.call.call_analysis.custom_analysis_data.call_summary }}",
"options": {},
"subject": "=New Lead - Call Summary",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "rKxQHWZ2F5XLJmwF",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "753bd92d-b95b-4710-bf49-6da89a43223f",
"name": "Generate call summary with OpenAI",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
1860,
180
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1",
"cachedResultName": "GPT-4.1"
},
"options": {},
"messages": {
"values": [
{
"content": "=Analyze this call transcript to identify how the call went and identify possible improvements to the voice prompt:
{{ $json.body.call.transcript }}"
}
]
}
},
"credentials": {
"openAiApi": {
"id": "6h3DfVhNPw9I25nO",
"name": "OpenAi account"
}
},
"typeVersion": 1.8
},
{
"id": "cf600277-bb07-4f7a-a9b7-3e20017f716d",
"name": "Send confirmation email to lead",
"type": "n8n-nodes-base.gmail",
"position": [
2220,
180
],
"webhookId": "453fe9d9-1de6-40a2-bd0c-88cb9c1cc7ef",
"parameters": {
"sendTo": "youremail@gmail.com",
"message": "=New roofing appointment:
Client Name:
{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.first_name }}
Client Number:
{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.phone_number }}
Availabilities:
{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.availabilities }}
Call Summary:
{{ $('Check if call was outbound').item.json.body.call.call_analysis.call_summary }}
ChatGPT analysis of how the call went and suggestions for improving the voice prompt:
{{ $json.message.content }}",
"options": {},
"subject": "=Roofing Appointment Scheduled",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "rKxQHWZ2F5XLJmwF",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "f75763b6-0867-4625-89e1-cafa3c9e6e44",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-420
],
"parameters": {
"width": 1260,
"height": 400,
"content": "# ✅ General Workflow Explanation
## This workflow automates outbound and inbound lead calls with RetellAI, Google Sheets, OpenAI, and Gmail. It handles:
Scheduling and reminding outbound qualification calls
Handling inbound appointment calls
Automatically updating records and sending summaries post-call
## 👉 Dependencies:
Active RetellAI API key
Google Sheet set up with lead data
Gmail API credentials configured"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "879f8e4d-91d7-41fc-825d-08f2ef283c25",
"connections": {
"Check if call was outbound": {
"main": [
[
{
"node": "Update lead record in Google Sheets",
"type": "main",
"index": 0
}
],
[
{
"node": "Generate call summary with OpenAI",
"type": "main",
"index": 0
}
]
]
},
"Filter for analyzed calls only": {
"main": [
[
{
"node": "Check if call was outbound",
"type": "main",
"index": 0
}
]
]
},
"Detect new lead in Google Sheets": {
"main": [
[
{
"node": "Send SMS reminder to call lead in 5 minutes",
"type": "main",
"index": 0
}
]
]
},
"Generate call summary with OpenAI": {
"main": [
[
{
"node": "Send confirmation email to lead",
"type": "main",
"index": 0
}
]
]
},
"Wait 5 minutes before making call": {
"main": [
[
{
"node": "Call new lead using RetellAI",
"type": "main",
"index": 0
}
]
]
},
"Update lead record in Google Sheets": {
"main": [
[
{
"node": "Send call summary email",
"type": "main",
"index": 0
}
]
]
},
"Send SMS reminder to call lead in 5 minutes": {
"main": [
[
{
"node": "Wait 5 minutes before making call",
"type": "main",
"index": 0
}
]
]
},
"Receive inbound call from RetellAI (webhook)": {
"main": [
[
{
"node": "Check if phone number exists in Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"Check if phone number exists in Google Sheets": {
"main": [
[
{
"node": "Send response to inbound webhook call",
"type": "main",
"index": 0
}
]
]
},
"Receive post-call data from RetellAI (webhook)": {
"main": [
[
{
"node": "Filter for analyzed calls only",
"type": "main",
"index": 0
}
]
]
}
}
}
功能特点
- 自动检测新邮件
- AI智能内容分析
- 自定义分类规则
- 批量处理能力
- 详细的处理日志
技术分析
节点类型及作用
- Stickynote
- Googlesheetstrigger
- Twilio
- Wait
- Httprequest
复杂度评估
配置难度:
维护难度:
扩展性:
实施指南
前置条件
- 有效的Gmail账户
- n8n平台访问权限
- Google API凭证
- AI分类服务订阅
配置步骤
- 在n8n中导入工作流JSON文件
- 配置Gmail节点的认证信息
- 设置AI分类器的API密钥
- 自定义分类规则和标签映射
- 测试工作流执行
- 配置定时触发器(可选)
关键参数
| 参数名称 | 默认值 | 说明 |
|---|---|---|
| maxEmails | 50 | 单次处理的最大邮件数量 |
| confidenceThreshold | 0.8 | 分类置信度阈值 |
| autoLabel | true | 是否自动添加标签 |
最佳实践
优化建议
- 定期更新AI分类模型以提高准确性
- 根据邮件量调整处理批次大小
- 设置合理的分类置信度阈值
- 定期清理过期的分类规则
安全注意事项
- 妥善保管API密钥和认证信息
- 限制工作流的访问权限
- 定期审查处理日志
- 启用双因素认证保护Gmail账户
性能优化
- 使用增量处理减少重复工作
- 缓存频繁访问的数据
- 并行处理多个邮件分类任务
- 监控系统资源使用情况
故障排除
常见问题
邮件未被正确分类
检查AI分类器的置信度阈值设置,适当降低阈值或更新训练数据。
Gmail认证失败
确认Google API凭证有效且具有正确的权限范围,重新进行OAuth授权。
调试技巧
- 启用详细日志记录查看每个步骤的执行情况
- 使用测试邮件验证分类逻辑
- 检查网络连接和API服务状态
- 逐步执行工作流定位问题节点
错误处理
工作流包含以下错误处理机制:
- 网络超时自动重试(最多3次)
- API错误记录和告警
- 处理失败邮件的隔离机制
- 异常情况下的回滚操作