Intelligent Health Insurance Chatbot for Personalized Lead Qualification
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Automate personalized health insurance lead qualification with this n8n workflow. It intelligently gathers prospect data, queries your product database, and prepares comprehensive information for your sales team.
About This Workflow
This n8n workflow, named 'modelo do chatbot', is designed to streamline the health insurance lead qualification process. It leverages AI to interact with potential customers, gathering essential details like name, age, location, profession, and desired insurance type. The workflow then uses this information to query a MySQL database for suitable health insurance products, considering factors like age, family size, location, and policy type. The result is a highly personalized and efficient lead qualification system, ready to be integrated into your sales funnel.
Key Features
- AI-Powered Conversation: Utilizes OpenAI and Langchain to engage users and understand their needs.
- Personalized Data Collection: Gathers detailed lead information through conversational prompts.
- Dynamic Product Matching: Queries your MySQL database in real-time to find the best insurance plan based on lead data.
- Contextual Memory: Stores conversation history to provide a seamless and intelligent user experience.
- Automated Data Structuring: Prepares structured data for "chatInput" and "session_id" for downstream processing.
How To Use
- Connect Your Tools: Ensure your OpenAI and PostgreSQL credentials are correctly configured in n8n.
- Configure Database Connection: Set up your MySQL connection for the "Products in Daatabase" node.
- Customize Chat Trigger: Adjust the initial greeting message in the "Chat Trigger" node to match your brand voice.
- Review and Refine Queries: Examine the SQL query in the "Products in Daatabase" node and the data mapping in the "Edit Fields1" and "Edit Fields2" nodes to ensure they align with your product catalog and lead data structure.
- Activate and Monitor: Enable the workflow and monitor its performance, making adjustments as needed.
Apps Used
Workflow JSON
{
"id": "757ed9fb-ebc9-48f3-b89a-269fa52dfce5",
"name": "Intelligent Health Insurance Chatbot for Personalized Lead Qualification",
"nodes": 23,
"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: 757ed9fb-ebc9...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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