Sales · Intermediate
Missed-call text-back and lead intake
Follow up with missed phone callers via text to qualify leads and log customer notes
- When something happensMissed call detected
- ThenDraft text reply and update CRM
- ResultApproved text sent to caller
When an inbound call goes unanswered, this bot detects the missed event, reviews caller history, and prepares a conversational text follow-up to capture the inquiry. It interprets customer replies, logs intent and contact details in the CRM, and routes urgent requests for human follow-up while waiting for staff approval before sending any outgoing text.
Prompt to start with
BotBentoRecommended
Monitor phone line logs for missed inbound calls. Query the CRM using the caller phone number to check for existing customer history. Draft an introductory text message asking how to assist them, and ask for team approval before sending the message. When the caller responds, summarize their request, update the CRM deal or contact record, and notify the team in Slack. Never send messages or scheduling links without human approval.