Memory + Follow Up Texts + Calendar HELP

Hey so I'm trying to really make my AI agent as smart as possible and customize it deeply for the integration I'm working on.

1) I want to make my inbound caller be able to reference all the previous calls recently and text convos to make it understand the patient's needs. The easiest way of doing this across text/calling is referencing the notes created in the CRM with each phone call but I don't know how to prompt the Ai to reference it. Like if I call the AI a couple hours after I made an appt it can see I made an appt but cant remember what I was exactly calling about and the details of our convo which we have the summary for anyway so how can we make this thing smarter to reference all notes made?

2) How can I only make the AI send a follow up text if it's the AI bot texting. Like I don't want to make a GHL automation where the trigger is the person replies bc they may be replying to another workflow where it's not the Ai replying but like a regular GHL automation. So how can I make it that the AI follows up after like 30 min if the person doesn't reply specifically to the AI if this makes sense.

3) Finally, please if anyone has heard of a fix or if

have a fix for the calendar dates being wrong consistently. Would really this need fixed ASAP. And would appreciate some insight on the things above as well.

5 comments