AI SMS Sales Agent

What needed solving

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.

How I approached it

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.

Step by step

1. 01

   Contacts are extracted from Pipedrive and an A/B tested opening SMS is sent via Twilio

2. 02

   When a lead replies, a Twilio webhook fires and the workflow looks them up in Pipedrive

3. 03

   Their full conversation history is pulled from Pipedrive notes and fed to the AI agent

4. 04

   The AI agent responds conversationally using a product knowledge base

5. 05

   A JSON cleaner extracts structured fields: use case, budget, frequency, location, intent score

6. 06

   A Switch node routes based on intent: Qualified creates a Pipedrive deal and notifies the sales team, Needs Follow-Up re-engages the lead, Disqualified exits the flow

7. 07

   A separate loop handles non-responders with automated follow-up messages

Outcomes

• ✓

  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

• ✓

  Non-responders followed up automatically on a set schedule