HL Integrate GPT and text messaging into Airtable

• When a new sms is received from twilio it should call the endpoint. The endpoint should find the corresponding databse item which should have an airtable record id and conversatoin history stored in gpt format. Using the gpt formatted data it will generate a response to the text message. It will then pull the airtable record id to determine if it can automatically respond to the user. IF yes then it will send the text message, if no then it will store the text message in the matching airtable record in the field SMS Message.

Functionality Flow

• Find number in database
• Using record id find client card in airtable
• If record id doesn’t exist then search airtable for matching phone number and use that record id
• if not then create record id, need to make sure you have a record id for the next steps,
• Store incoming sms in airtable interactions table using client record id
• Get GPT Chat Prompt from client record and parse for client data variables and replace with client information (use airtable record format {Field Name})
• Combine it with clients Conversation History to generate gpt response
• check field Can GPT Respond if YES
• calls endpoint to app to send sms
• sends twilio message
• adds to interaction table
• updates airtable clients field Conversation History Raw
• updates airtable clients field Conversation History
• updates airtable clients field Last Message Sent Date
• stores conversation history raw and conversation history and number in APP to quickly pull to generate future responses
• store record id in conversation
• check field Can GPT Respond if NO
• update airtable clients field SMS Response
• updates airtable clients field Last Message Received Date
• stores conversation history raw and conversation history and number in APP to quickly pull to generate future responses
• store record id in conversation

• In airtable a person can type a message on a clients card i the field SMS Response and then click a button on the card Send SMS and it will send the message to the phone number and store the conversation in t

• Create SMS Respons field in airtable leads card
• Create Send SMS button in airtable leads card that
• calls endpoint to app to send sms
• sends twilio message
• adds to interaction table
• updates airtable clients field Conversation History Raw
• updates airtable clients field Conversation History
• updates airtable clients field Last Message Sent Date
• stores conversation history raw and number in app to quickly pull to generate future responses
• store record id in conversation

• Need to be able to send automated follow-up messages to clients who need to complete an action or respond but haven’t yet as well as send initial messages when a lead is added from a form submission or some other action to airtable.

Functionality flow for automated follow-up:

• In Airtable create view in Clients table: Needs Follow-up
• Filter by fields: Has Client Responded is 1 and next action done by is Automated GPT Follow-up SMS
• Create airtable automatoin that runs ever 15 minutes:
• pulls records from View: Needs Follow-up
• sends client records to api endpoint listed above

Functionality flow for initial send out:

• Create airtable automation that runs on next task done by automated sms or Automated GPT Follow-up SMS
• sends client record to api endpoint listed above

Then combined functionality flow:

• Setup webhook to receieve client ecords
• finds matching record id in app database
• If next action done by is “Automated GPT Follow-up SMS” then:
• Pull next action prompt and parse for client data variables and replace with client information (use airtable record format {Field Name})
• uses next action prompt and conversation history to generate GPT response
• sends twilio message
• adds to interaction table
• updates airtable clients field Conversation History Raw
• updates airtable clients field Conversation History
• updates airtable clients field Last Message Sent Date
• stores conversation history raw and number in app to quickly pull to generate future responses
• store record id in conversation
• if next action done by Automated sms:
• sends twilio message
• adds to interaction table
• updates airtable clients field Conversation History Raw
• updates airtable clients field Conversation History
• updates airtable clients field Last Message Sent Date
• stores conversation history raw and number in app to quickly pull to generate future responses
• store record id in conversation

• Need to research the time it would take to launch an initial test into H&A CRM T and then the live version