AI SMS Sales Agent

Sales Automation

NDA Client

Conversational AI that qualifies leads and creates CRM deals over SMS

3-path lead routingA/B tested outreachAuto CRM deal creation0 human touchpointsFull conversation memoryNon-responders followed up automatically

the problem

Healthcare sales teams waste hours sending manual outreach messages and following up with leads who never respond. Most CRMs sit idle because reps forget to log conversations or create deals. Qualified prospects slip through the cracks due to slow follow-up.

the approach

An autonomous SMS sales agent that runs the entire top-of-funnel sales cycle without human involvement. It sends personalized opening messages, handles two-way conversations using an AI agent with a product knowledge base, scores each lead's intent, and automatically creates deals in Pipedrive for qualified prospects.

how it works

01Contacts are extracted from Pipedrive and an A/B tested opening SMS is sent via Twilio
02When a lead replies, a Twilio webhook fires and the workflow looks them up in Pipedrive
03Their full conversation history is pulled from Pipedrive notes and fed to the AI agent

the result

→Full sales conversations handled with zero human involvement
→Leads automatically scored and routed based on intent
→Qualified deals created in Pipedrive without any manual data entry

technical highlights

→A/B tested opening messages for optimized reply rates
→Conversation memory pulled from Pipedrive notes so context is never lost
→Enum-validated JSON output ensures clean structured data every time

stack

n8nTwilioOpenAIPipedrive