Smart Mortgage Rate Assistant with AI Knowledge Base
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Leverage AI to create an intelligent system for managing and querying mortgage rate information. This workflow automates the ingestion of mortgage data into a vector database, enabling an AI agent to provide smart, context-aware answers to rate-related questions, all while logging interactions.
About This Workflow
This n8n workflow establishes a powerful AI-driven system designed to handle and respond to queries about mortgage rates. It begins by taking incoming data via a webhook, processing it with a text splitter, and transforming it into vector embeddings using OpenAI. These embeddings are then stored in a Pinecone vector database, creating a rich, searchable knowledge base. When a new query arrives, the workflow intelligently retrieves relevant information from Pinecone, feeds it to a HuggingFace-powered AI chat agent with conversational memory, and generates informed responses. Every interaction and response is meticulously logged into Google Sheets, providing a comprehensive audit trail and data for further analysis. This is a robust Retrieval Augmented Generation (RAG) setup.
Key Features
- AI-Powered Mortgage Rate Insight: Instantly retrieve and process mortgage rate information using advanced AI models.
- Persistent Knowledge Base: Securely store and index vast amounts of mortgage data in a Pinecone vector database for rapid, intelligent retrieval.
- Conversational Intelligence: An AI agent with memory maintains context, allowing for more natural and helpful interactions.
- Automated Logging & Audit: Automatically log all AI responses and interactions to Google Sheets for record-keeping and analysis.
- Flexible Data Ingestion: Easily trigger the workflow via a webhook to ingest new data or initiate queries.
How To Use
- Configure the Webhook Node: Set up your unique webhook URL to receive incoming data or query requests.
- Set Up OpenAI Credentials: Provide your OpenAI API key for generating text embeddings.
- Integrate Pinecone: Configure your Pinecone API key and specify the
mortgage_rate_alertindex for both data insertion and querying. - Connect HuggingFace: Add your HuggingFace API key to power the AI chat model.
- Authorize Google Sheets: Connect your Google Sheets account and ensure the "Log" sheet exists in the specified document ID for response logging.
Apps Used
Workflow JSON
{
"id": "f4fd3ff4-aaa9-468f-9087-e6e680ede457",
"name": "Smart Mortgage Rate Assistant with AI Knowledge Base",
"nodes": 27,
"category": "Operations",
"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: f4fd3ff4-aaa9...
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