Customer and Sales Support Automation
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Automates customer support and sales processes using Google Sheets.
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About This Workflow
Overview
This workflow automates customer and sales support by integrating with Google Sheets. It handles tasks such as receiving customer inquiries, processing orders, and updating inventory levels.
Key Features
- Receives chat messages as triggers.
- Utilizes OpenAI Chat Model for processing and understanding customer requests.
- Manages conversational memory for context.
- Appends new orders to a 'Order placed' Google Sheet.
- Updates stock levels in an 'Apple Case Stock' Google Sheet.
- Leverages Google Sheets tool for data manipulation.
How To Use
- Trigger: Manually trigger the workflow or set up a webhook for chat messages.
- AI Processing: Configure the OpenAI Chat Model with your API key and desired settings.
- Memory: Set up the Simple Memory node to maintain conversation context.
- Place Order: Configure the 'Place order' Google Sheets node with your Google Sheet credentials, document ID, and sheet name for orders. Ensure the columns (Address, Case ID, Quantity, Case Name, Timestamp, Phone Model, Phone Number, Customer Name) are correctly mapped.
- Update Stock: Configure the 'Update Stock' Google Sheets node with your Google Sheet credentials, document ID, and sheet name for inventory. Ensure the columns (Sold, Case ID, Updated ISO, Quantity Available) are correctly mapped and use 'Case ID' for matching.
- Support Agent: Configure the 'Support Agent' node with system instructions and tools for AI-powered customer interaction.
Apps Used
Workflow JSON
{
"id": "00c59323-f007-4d38-9e9c-f62dab006c41",
"name": "Customer and Sales Support Automation",
"nodes": 0,
"category": "CRM & Sales Automation",
"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: 00c59323-f007...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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