Perfect! Let’s now integrate WhatsApp, SMS, and Email follow-ups into your AI-powered multi-user dashboard, so your sales/support team can automatically or manually send messages through multiple channels directly from the interface.

📬 Lesson: Integrating WhatsApp, SMS, and Email Follow-Ups

🎯 Lesson Objective

By the end of this lesson, you’ll be able to:

  • Automatically or manually send personalized follow-ups via WhatsApp, SMS, and Email

  • Use your trained AI agent to generate the messages

  • Log every message sent by each team member for accountability and performance tracking

🔧 Tools You’ll Use

Channel Tool/API
📤 Email smtplib, Gmail API, or Brevo (Sendinblue)
📲 SMS Twilio or Vonage (easy to start with free credits)
🟢 WhatsApp Twilio WhatsApp API or Meta Cloud API

🛠️ Step-by-Step Integration

✅ 1. Prepare Unified Message Generator

Let the AI generate the message based on lead and context:

def generate_followup(name, product, channel):
    prompt = f"""Write a short, friendly follow-up message for {channel} to a lead named {name} who was interested in {product}.
Keep it polite, professional, and include a clear next step."""
    return agent.run(prompt)

📧 2. Email Follow-Up (via Gmail SMTP or Brevo)

import smtplib
from email.mime.text import MIMEText

def send_email(to_email, subject, message):
    msg = MIMEText(message)
    msg["Subject"] = subject
    msg["From"] = "[email protected]"
    msg["To"] = to_email

    with smtplib.SMTP("smtp.gmail.com", 587) as server:
        server.starttls()
        server.login("your_email", "your_password")
        server.sendmail(msg["From"], msg["To"], msg.as_string())

✅ You can replace SMTP with Brevo API (free SMTP relay and email tracking dashboard).

📲 3. SMS Follow-Up (via Twilio)

a. Install Twilio:

pip install twilio

b. Send SMS:

from twilio.rest import Client

def send_sms(to_number, body):
    account_sid = "YOUR_TWILIO_SID"
    auth_token = "YOUR_TWILIO_TOKEN"
    client = Client(account_sid, auth_token)

    message = client.messages.create(
        body=body,
        from_="+1234567890",  # Your Twilio number
        to=to_number
    )
    return message.sid

🟢 4. WhatsApp Follow-Up (via Twilio WhatsApp API)

✅ Enable WhatsApp in your Twilio console
✅ Format to number as whatsapp:+[countrycode][number]

def send_whatsapp(to_number, body):
    account_sid = "YOUR_TWILIO_SID"
    auth_token = "YOUR_TWILIO_TOKEN"
    client = Client(account_sid, auth_token)

    message = client.messages.create(
        body=body,
        from_="whatsapp:+14155238886",  # Twilio’s sandbox number
        to=f"whatsapp:{to_number}"
    )
    return message.sid

🧠 Integrate into the Dashboard

if st.button("Send Email"):
    body = generate_followup(name, product, "email")
    send_email(email, "Just checking in", body)
    st.success("📧 Email sent!")

if st.button("Send SMS"):
    body = generate_followup(name, product, "SMS")
    send_sms(phone, body)
    st.success("📲 SMS sent!")

if st.button("Send WhatsApp"):
    body = generate_followup(name, product, "WhatsApp")
    send_whatsapp(phone, body)
    st.success("🟢 WhatsApp message sent!")

📒 Logging Messages Sent

Log to SQLite or Firebase:

def log_message(user, lead, channel, body):
    c.execute("INSERT INTO messages (user, lead, channel, message) VALUES (?, ?, ?, ?)",
              (user, lead, channel, body))
    conn.commit()

💬 Example Output

Channel Message
Email “Hi Sarah, just checking in on your interest in GreenTech’s solar tracking system. Would you like to book a 10-minute demo this week?”
SMS “Hi Sarah! Just checking in—interested in booking a quick call? Reply YES and I’ll schedule it.”
WhatsApp “Hi Sarah 👋 Thanks for your interest in GreenTech! Would you like a quick walkthrough this week? Just reply here 😊”

✅ Summary

Step What You Did
💬 AI-generated follow-up Personalized per user, product, and channel
📤 Sent via Email, SMS, WhatsApp Through APIs or SMTP
📒 Logged each message For tracking, audit, and performance
🧑‍🤝‍🧑 Enabled team use Each user can manage their own leads

 

63
PreviousNext