Building a Fintech Customer Support AI Phone Agent using Voiceflow and n8n
Build a Fintech Customer Support AI Phone Agent using Voiceflow and n8n
Tech is better when it works together. In this joint workshop with n8n you'll learn how to build an AI customer support phone agent that handles complex questions, routes users based on their paid plan, and connects to Zendesk, Airtable, Google Calendar, and more!
This build features:
Voiceflow and n8n 101: Learn how to connect your Voiceflow project to n8n
Advanced call handling: Handle complex customer support queries pulling from your company's knowledge base
Customer plan routing: Pass your user's phone number to an n8n automation to look up the phone number in some type of database to check the user's plan type
Connect to your CX tech stack: Integrate with CRM software (ie. Zendesk) to send tickets to ensure critical support questions never fall through the cracks
Transcript summary: Build an automation that saves transcripts/summaries for questions that could not be answered to a database (ie. Airtable) for customer service teams to review and inform KB updates
This build shows off the power of using Voiceflow to handle your phone agent's conversational logic and n8n to handle your agent's automations.