Building a Fintech Customer Support AI Phone Agent using Voiceflow and n8n

Tech is better when it works together

In this joint n8n/Voiceflow workshop hosted by Jacklyn Biggin and Angel Menendez, 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, Slack, Google Calendar, and more!

In this webinar, we'll cover:

‍Voiceflow and n8n basics: 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 like Zendesk to send tickets and 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 an Airtable database for customer service teams to review and inform KB updates