AI Chatbot for Health Insurance Lead Qualification and Data Enrichment
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This n8n workflow creates an AI-powered chatbot that captures lead data, enriches it, and queries databases for health insurance product recommendations. It utilizes the Chat Trigger, OpenAI, and various tool nodes for comprehensive lead management.
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About This Workflow
Overview
This n8n workflow automates the process of interacting with potential health insurance leads via a chatbot. It begins with a Chat Trigger to initiate conversations, capturing initial user information. The OpenAI node then processes this input, extracting relevant data points like name, age, location, and desired insurance type.
The core functionality involves enriching this lead data through several tool nodes:
Edit Fields1andEdit Fields2: These nodes format the captured and enriched data for subsequent processing, including preparing thechatInputandsession_id.Postgres Chat Memorynodes: These nodes manage chat history and session context, ensuring a coherent conversation flow and persistence of information.Products in Daatabase(MySQL Tool): This node queries a MySQL database to find suitable health insurance products based on the lead's demographics, location, and coverage needs. It intelligently uses$fromAIto dynamically build SQL queries.Knowledge BaseandExternal API(ToolHttpRequest): These nodes can be used to retrieve additional information or interact with external services based on the lead's request, further customizing product suggestions.Products in Daatabase(MySQL Tool): This node queries a MySQL database to find suitable health insurance products based on the lead's demographics, location, and coverage needs. It intelligently uses$fromAIto dynamically build SQL queries.External API(ToolHttpRequest): This node is configured to find a user by name and birthdate, likely for pre-qualification or verification.
The workflow's primary goal is to automate the initial stages of lead qualification and product recommendation for health insurance, making the process more efficient and personalized.
Key Features
- AI-powered conversational interface for lead engagement.
- Dynamic data extraction and enrichment using OpenAI.
- Context-aware chat memory management with PostgreSQL.
- Real-time database querying for product matching (MySQL).
- Integration with external APIs for enhanced data retrieval.
How To Use
- Configure
Chat Trigger: Set up your initial chatbot message and ensure the webhook is correctly integrated. - Set up OpenAI Credentials: Connect your OpenAI API key.
- Configure Memory Nodes: Set up your PostgreSQL connection and specify the
tableNameandsessionKeyfor storing chat history. - Configure Database Nodes: Connect to your MySQL database and configure the
Products in Daatabasenode with the correctqueryand credentials. - Configure ToolHttpRequest Nodes: Set up URLs and parameters for any external APIs or knowledge bases you wish to integrate.
- Review and Test: Thoroughly test the workflow with various lead inputs to ensure accurate data processing and product matching.
Apps Used
Workflow JSON
{
"id": "ed5e39f5-01b6-4c0b-8ecb-0be1e16d03a8",
"name": "AI Chatbot for Health Insurance Lead Qualification and Data Enrichment",
"nodes": 0,
"category": "AI & LLMs",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: ed5e39f5-01b6...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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