Deploy a WhatsApp and email sales agent that qualifies leads, answers product questions, and books demos.
This automation starts when inbound WhatsApp message or email to configured sales address. It twilio process via twilio, openai process via openai, shopify process via shopify, hubspot process via hubspot, and google sheets process via google sheets, then logging every turn to HubSpot timeline with human takeover on `#sales-handoff` Slack command. AI handles generation and decision logic in the middle of the flow.
Read-only visualization of how data moves from trigger to final result.
Inbound WhatsApp message or email to configured sales address
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent ans
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent ans
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent ans
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent ans
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent ans
logging every turn to HubSpot timeline with human takeover on `#sales-handoff` Slack command.
Process via WhatsApp
Process via Twilio
Process via OpenAI
Process via Shopify
Process via HubSpot
Process via Google Sheets
Process via Calendly
Logging
Remove repetitive steps from AI Sales Agent Placeholder Template so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~11 min
New email trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent answers SKU questions, checks stock, offers tiered packages, collects qualification fields, and books Calendly when BANT thresholds met—logging every turn to HubSpot timeline with human takeover on `#sales-handoff` Slack command.
Some steps run in preview until their integrations go live.
Twilio WhatsApp, Gmail, OpenAI, Shopify, HubSpot, Google Sheets pricing, Calendly, Slack.
Nightly Shopify sync of SKU, price, inventory, and key specs into agent context cache.
Required fields—company, role, timeline, budget band—before Calendly link offered.
Discount requests, legal terms, or angry sentiment route to human with full thread.
Agent drafts replies in Slack without sending; calibrate before live auto-send.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Brand Voice | select | Professional | No |
| Shopify Store Domain | text | No | |
| Google Sheet ID | text | No | |
| Sheet Range | text | Sheet1!A:Z | No |
You are a B2B sales development rep for {company}. Qualify leads using BANT, answer product questions from catalog data only, never invent discounts, and offer Calendly when qualified.Agent reads only Sheets pricing rows; refuses quote if SKU not in cache.
24/7 auto-reply with demo booking; humans notified next business morning.
Detect Arabic or English; respond in detected language with localized SKU names.
Upsert by phone or email before first agent response.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
416 total reviews
We deployed this across three locations and saw immediate time savings. The AI Sales Agent Placeholder Template workflow handles edge cases we didn't expect it to.
+ Support team helped customize quickly · Setup was straightforward
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Scales well as we grow · Integrations worked on first try
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Saved our team 10+ hours weekly · Reliable triggers every time
− Took longer than estimated for advanced config
After two weeks live, AI Sales Agent Placeholder Template has become core to our daily ops. Verified install — runs without babysitting.
+ Setup was straightforward · Great documentation
Inbound WhatsApp via Twilio or email to sales@ triggers GPT-4o agent with Shopify catalog, HubSpot deal history, and pricing sheet from Google Sheets. Agent answers SKU questions, checks stock, offers tiered packages, collects qualification fields, and books Calendly when BANT thresholds met—logging every turn to HubSpot timeline with human takeover on `#sales-handoff` Slack command.
Activate AI Sales Agent Placeholder Template with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for AI Sales Agent Placeholder Template.
Current version: 1.2.0
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