AI-Powered WhatsApp Chatbot with CRM, Calendar & Payment Integration
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Automate customer interactions on WhatsApp with a sophisticated AI chatbot. This workflow intelligently processes messages, retrieves information from your CRM, manages calendars, and even handles payments through Stripe, providing a truly smart and responsive customer experience.
About This Workflow
This n8n workflow revolutionizes customer engagement by deploying a powerful AI agent directly on WhatsApp. It listens for incoming messages, intelligently routes them, and leverages advanced AI models like Google Gemini and OpenAI to understand user intent. The agent is equipped with custom tools to interact with your CRM for lead management, access calendar events, and even process Stripe payments. Crucially, it maintains conversation context using Postgres chat memory and can query a knowledge base via PGVector, ensuring personalized and informed responses. Elevate your customer service and sales processes with this comprehensive conversational AI solution.
Key Features
- Intelligent WhatsApp Engagement: Automatically receive, process, and respond to customer inquiries directly on WhatsApp.
- Advanced AI Agent with Tooling: Utilizes a Langchain AI Agent equipped with specialized tools for CRM, Calendar management, and database lookups.
- Persistent Conversation Memory: Maintains full chat context using Postgres, enabling more natural and coherent multi-turn conversations.
- Integrated Knowledge Base (RAG): Queries a Postgres PGVector store for up-to-date information, enhancing response accuracy and relevance.
- Direct Stripe Operations: Empowers the AI to create customers, manage payments, apply discounts, and retrieve customer card details.
- Flexible LLM Integration: Supports both OpenAI and Google Gemini chat models for diverse AI capabilities.
How To Use
- Set up WhatsApp Trigger: Configure the
WhatsApptrigger node to listen for incoming messages from your WhatsApp Business Account. - Connect AI Models: Provide API keys for
OpenAIandGoogle Gemini Chat Modelnodes. - Configure Database & Memory: Connect
Postgres Chat MemoryandPostgres PGVector Storeto your PostgreSQL database, ensuring proper table/collection setup for chat history and vector embeddings. - Define Custom Tools: Customize the
Calendar AgentandCRM Agentworkflow tools to integrate with your specific calendar and CRM systems. - Integrate Stripe: Provide credentials for the
StripeToolnodes and define specific operations (e.g.,Create Charge,Get Customer) as needed for payment processing. - Customize AI Agent Logic: Adjust the
AI Agentnode's prompts and tool definitions to align with your specific conversational requirements and desired actions.
Apps Used
Workflow JSON
{
"id": "6bd5937e-d1b1-4548-9a27-0c68985808eb",
"name": "AI-Powered WhatsApp Chatbot with CRM, Calendar & Payment Integration",
"nodes": 29,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 6bd5937e-d1b1...
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