AI Agent for Appointment Scheduling with Real-Time CRM Integration

Overview

Speed to Lead. We built an end-to-end AI appointment system for Clínica Julia Campos, deployed in production and used daily. The AI agent "Ana I.A." handles the full client lifecycle via WhatsApp: scheduling, rescheduling, cancellations, post-sale follow-up, and re-engagement with zero human intervention. We built it across 7 n8n workflows with a custom MCP Server (5 tools), Redis buffering, GPT, and Postgres Chat Memory, and delivered it with a React/Next.js CRM dashboard (PWA) — kanban, calendar, reports, payments, automated weekly KPI reports, and real-time sync via Supabase Realtime. All data stored in PostgreSQL.

Technical Highlights

• 1Redis buffer aggregates fragmented messages before LLM call
• 2Human takeover with auto-summary sent to agent via WhatsApp
• 3Dual write to Supabase + Google Calendar on every scheduling action
• 4Real-time kanban via Supabase Realtime — no page refresh
• 5Weekly HTML report auto-sent to clinic owner every Monday