This automation diagram outlines a streamlined outbound calling process triggered by a webhook (via Vapi or Retell AI). It begins by formatting and storing the date and time, then searches for an existing contact in HighLevel. If the contact does not exist, it creates one before proceeding to book an appointment. The system handles both success and failure paths, utilizing OpenAI to generate user-friendly messages and HighLevel to fetch available time slots. The process ends by responding back to the webhook, ensuring a seamless integration for appointment scheduling.

AI Outbound Caller - Appointment Booking.drawio.png