Terry Wilson

Magic Terry Wilson

Transforming businesses through intelligent automation workflows and AI-powered solutions.

Discover The Magic

Full Interview

Full Interview

Amazing Song

Amazing Song

Speaker Introduction

Speaker Introduction

Interview Highlights

Interview Highlights

Automation Workflows

Lead Qualification Process

1
HTTP Request Node
2
Set Node
3
ChatGPT Node
4
Set Node
5
HTTP Request Node
6
Set Node
7
Slack Node
8
Error Trigger Node
9
Quality Control Node
10
Wait Node

Automate the lead qualification process for smaller businesses to ensure rapid setup and processing. Reduces the manual effort in qualifying leads while ensuring a fast turnaround for clients.

Website FAQ Automation

1
HTTP Request Node
2
HTML Extract Node
3
ChatGPT Node
4
Set Node
5
JSON Node
6
Database Node
7
HTTP Response Node
8
Error Trigger Node
9
Quality Control Node
10
Schedule Node

Automatically scrape the client's website to generate a comprehensive FAQ and scripting document. Alleviates the time spent on manual research and allows for quicker onboarding of clients.

Team Training Enhancement

1
HTTP Request Node
2
Database Node
3
ChatGPT Node
4
Set Node
5
Email Node
6
Set Node
7
Quality Control Node
8
Error Trigger Node
9
Slack Node
10
Wait Node

Create a training program based on the performance of team agents to address specific skill gaps. Facilitates continuous improvement and reduces the time supervisors spend reviewing agent performance.

Client Brief Preparation

1
Form Node
2
Set Node
3
ChatGPT Node
4
Set Node
5
Email Node
6
Database Node
7
Set Node
8
Error Trigger Node
9
Quality Control Node
10
Wait Node

Streamline the process of preparing client briefs by automatically drafting based on previous inputs. Significantly decreases the time taken to gather necessary information from clients, enhancing operational efficiency.

Supervision Feedback Loop

1
Webhook Node
2
Set Node
3
ChatGPT Node
4
Set Node
5
SLACK Node
6
Set Node
7
Database Node
8
Error Trigger Node
9
Quality Control Node
10
Schedule Node

Automate the feedback loop for supervisors analyzing conversation transcripts. Minimizes oversight errors and develops a quicker training path for team members.

Ongoing Training Suggestions

1
HTTP Request Node
2
Set Node
3
ChatGPT Node
4
Database Node
5
HTTP Response Node
6
Error Trigger Node
7
Quality Control Node
8
Wait Node
9
Email Node
10
Set Node

Provide suggested training materials based on agent performance and training completion rates. Enhances learning opportunities while reducing training times for agents.

Client Onboarding Workflow

1
Form Node
2
Set Node
3
ChatGPT Node
4
HTTP Request Node
5
Email Node
6
SMS Node
7
Quality Control Node
8
Error Trigger Node
9
Wait Node
10
Set Node

Automate the client onboarding procedure to ensure a smooth transition for new clients from contract to implementation. Lessens the friction in the onboarding process, allowing clients to become operational quickly.

Customer Support Inquiry Handling

1
Webhook Node
2
Set Node
3
ChatGPT Node
4
HTTP Request Node
5
Set Node
6
Email Node
7
Database Node
8
Quality Control Node
9
Error Trigger Node
10
Wait Node

Facilitate the processing of customer support inquiries through automated responses. Reduces human error and speeds up response times, leading to higher customer satisfaction.

Reporting and Analytics Generation

1
Webhook Node
2
Set Node
3
Database Node
4
ChatGPT Node
5
Set Node
6
HTML Node
7
Email Node
8
Error Trigger Node
9
Quality Control Node
10
Wait Node

Automate the generation of performance reports for team productivity and service outcomes. Streamlines the reporting process and provides insights without manual intervention.

Performance Monitoring Automation

1
HTTP Request Node
2
Get Node
3
ChatGPT Node
4
Set Node
5
Database Node
6
HTTP Response Node
7
Error Trigger Node
8
Quality Control Node
9
Wait Node
10
Email Node

Automatically monitor team performance and send updates based on metrics. Identifies areas of success and improvement quickly, fostering a culture of transparency and data-driven decision-making.