通过Make和AI筛选潜在客户并处理入职流程
Qualify leads and handle onboarding with Make and AI
已完成Make。一位评论者构建了一个日历语音代理，并使用Make与AI进行潜在客户筛选、客户入职和基本的客户服务响应.
做了什么
The commenter said they pair Make.com with AI so the system can qualify leads, run customer onboarding, and answer basic customer-service questions without constant manual handling. They did not describe a full build, tools beyond Make and AI, or where a human reviews or intervenes; in the same thread they advised starting with one repetitive task before adding multi-step workflows.
效果如何
They called this the biggest game-changer for building systems that can make decisions and take actions on their own. But they gave no metrics, examples, or results for these specific workflows.
值得注意
Their main practical warning was the learning curve: start with a single task that saves 30+ minutes a day before attempting complex chained automations.
试试这个 Prompt
Build a Make scenario that takes new leads from [form, CRM, or inbox], uses AI to score them against my criteria [budget, location, need], and routes qualified leads to [calendar booking link or onboarding sequence]. Have it draft replies to basic customer questions using [FAQ or help doc]. Show me sample outputs for a qualified lead, an unqualified lead, and a customer question. Don't send any live messages until I've approved the drafts and turned the scenario on.