WhatsApp AI Financial Assistant: Multi-Modal Transaction & Reporting
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This n8n workflow creates an intelligent WhatsApp-based financial agent capable of processing user queries across text, images, and audio. It leverages AI to understand intent, automate financial transactions, generate custom reports, and provide rich conversational support directly through WhatsApp.
About This Workflow
Unlock the power of conversational AI for your financial operations with this robust n8n workflow. Designed to function as a sophisticated financial agent on WhatsApp, it seamlessly handles diverse user inputs, from simple text queries to image and audio messages. The workflow intelligently classifies user intent using Langchain agents, routing requests for transaction processing, custom report generation, or general conversation. It integrates with a PostgreSQL database to manage financial data, allowing for automated transaction insertion and dynamic data querying. This enables businesses to provide instant, personalized financial assistance, reducing manual effort and enhancing customer satisfaction with a truly multi-modal experience.
Key Features
- Multi-Modal Communication: Engage users through text, images, and audio messages on WhatsApp, offering a rich and flexible interaction experience.
- AI-Powered Intent Classification: Utilizes Langchain agents to accurately determine user intent, such as initiating a transaction, requesting a financial report, or engaging in general conversation.
- Automated Financial Transaction Processing: Seamlessly parses, validates, and inserts transaction data into a PostgreSQL database, streamlining financial record-keeping.
- Dynamic Financial Report Generation: Constructs and executes custom queries against your PostgreSQL database to generate personalized financial summaries and reports on demand.
- Intelligent Conversational AI: Provides natural and helpful responses for a wide range of queries, leveraging AI tools like calculators and date/time functions for precise information.
How To Use
- Configure WhatsApp Webhook: Set up the "Normal Conversation" and "Send Financial Response1" WhatsApp nodes with your WhatsApp Business API details and ensure the webhook URL is correctly configured to receive messages.
- Integrate Langchain Agents: Update the Langchain Agent nodes (e.g., "Message Intent Classifier", "Parse & Validate Transaction") with your preferred Large Language Model (LLM) API keys and any custom prompts or tool definitions required for your specific financial domain.
- Connect PostgreSQL Database: Configure the "Execute Custom Report Query" and "Insert Transaction into DB1" PostgreSQL nodes with your database credentials and specify the tables/columns for transaction data and report queries.
- Customize Code Nodes: Review and adapt the 'Code' nodes (e.g., "Transform Custom Query for Postgres", "Format Transaction JSON1") to match your exact database schema, data validation rules, and desired output formats.
- Refine Intent Routing: Adjust the conditions in the "Route by Intent" Switch node to accurately direct messages based on the classification provided by the "Message Intent Classifier" Langchain agent, ensuring proper workflow execution for each intent.
Apps Used
Workflow JSON
{
"id": "6db203b3-a6ba-4bfb-a1fd-14721e3d5f80",
"name": "WhatsApp AI Financial Assistant: Multi-Modal Transaction & Reporting",
"nodes": 20,
"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: 6db203b3-a6ba...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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