CUSTOMER SUPPORT
Voicemail Callback Agent with CRM Context
Transcribes a voicemail, matches the caller to a HubSpot contact, pulls their account and open-ticket history.
How it runs
The automated pipeline, trigger to output.
- TriggerNew voicemail recording receivedHTTP webhook
- ActionTranscribe and summarize voicemailElevenLabs
- ActionLook up caller in HubSpotHubSpot
- LogicBranch on known vs unknown caller
- ActionDraft callback summary and next stepOpenAI
- OutputLog enriched callback engagementHubSpot
What it does
Gives agents the full picture before they call back. An agent transcribes the voicemail, looks up the caller in HubSpot, gathers their recent deals, tickets, and lifecycle stage, then writes a callback task that pairs the message summary with relevant account history and a recommended next action.
When to use it
Use this when callbacks benefit from knowing who is calling, especially for sales-touching or high-value accounts where opening with context changes the conversation. Best when your customer records live in HubSpot.
How it works
- 1A voicemail webhook arrives with the recording and caller number.
- 2ElevenLabs transcribes the audio and OpenAI summarizes the request.
- 3The agent searches HubSpot for a contact matching the caller number or name.
- 4A logic branch handles known contacts (enrich with deals and open tickets) versus unknown callers (flag as new).
- 5The agent reasons over the message plus account history to draft a suggested next step.
- 6An enriched callback task is logged back to HubSpot as an engagement with summary, context, and recommendation.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect HubSpotCRM, deals, marketing, support.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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