Case Study

From missed call
to handled conversation.

Here's exactly how two connected workflows work together, start to finish, the same kind of build we do for the businesses we work with.

The problem

A missed call is a lead calling the next number on the list.

Most people don't leave a voicemail when a call goes unanswered, they just try somewhere else. By the time anyone gets around to calling back, the moment, and often the job, has already gone to whoever happened to pick up.

The build

Two workflows, one handoff.

The first workflow catches the missed call and starts the conversation. The second picks that conversation up, answers it properly, and knows when to bring in a person. Neither one does the whole job alone.

1. Missed-Call Follow-up

The moment a call goes unanswered, this workflow sends the caller a WhatsApp message before they've even thought about calling anyone else.

Missed-Call WhatsApp Follow-up workflow diagram
01

Call goes unanswered

A Twilio status webhook fires the moment a call to the business goes unanswered.

02

Filter for genuine misses

Answered calls and voicemails are filtered out. Only real missed calls carry on.

03

Check the log

A quick Google Sheets lookup and a dedupe check make sure the same caller doesn't get messaged twice in a short window.

04

Send the WhatsApp message

An approved WhatsApp template goes out immediately with a friendly first message.

05

Watch for failures

If the send fails, a bad number or an opt-out, it's logged separately so nothing silently disappears.

06

Log everything

Every outcome, sent, skipped, or failed, gets written back to the sheet.

2. AI Support Handoff

When the lead replies, this workflow takes the conversation from there, answering from the business's own knowledge, remembering the thread, and calling in a person the moment it should.

WhatsApp AI Support Chatbot workflow diagram
01

They reply

The moment the lead responds on WhatsApp, a webhook catches the inbound message.

02

Check who's already talking to them

It checks whether a team member is already mid-conversation with this lead.

03

Stay quiet if a human's on it

If someone's actively handling the conversation, the bot doesn't jump in and talk over them.

04

Otherwise, the AI agent takes it

It answers from a knowledge base built on the business's own FAQ and pricing information, and remembers the whole conversation by phone number.

05

It knows when to hand off

If a question genuinely needs a person, the agent calls a second workflow that logs the handoff and alerts the team by email, Slack and text.

06

The team steps in

Once notified, a person takes over the conversation, and the bot stays out of the way.

The outcome

No missed call goes unanswered, and no reply goes unhandled.

Every missed call gets an instant, human-sounding follow-up on WhatsApp. Every reply gets answered within seconds, grounded in the business's own information rather than a generic script. And when a conversation genuinely needs a person, the right person finds out immediately, not the next time someone happens to check WhatsApp.

2
Connected workflows
<1 min
Time to first message
24/7
Coverage
0
Conversations left hanging

Have something similar?

If missed calls, slow replies, or conversations falling through the cracks cost you leads, we can build the same thing for your business.

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