Automation library · Customer support

Build a WhatsApp customer support bot with OpenAI and CRM

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 22 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

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22 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 1Model 8Logic 5Service 8

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat Model1Lm Chat Open AiModel
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3OpenAI Chat Model2Lm Chat Open AiModel
  4. 4crm_search_toolHttp Request ToolService
  5. 5save_crm_record_toolHttp Request ToolService
  6. 6get_loyalty_points_toolHttp Request ToolService
  7. 7items_search_toolHttp Request ToolService
  8. 8branches_search_toolHttp Request ToolService
  9. 9categories_search_toolHttp Request ToolService
  10. 10Webhook: Receive WhatsApp messageWebhookStarts it
  11. 11Simple Memory-2Memory Buffer WindowModel
  12. 12Simple MemoryMemory Buffer WindowModel
  13. 13AI AgentAgentModel
  14. 14AI Agent Router: Classify msgAgentModel
  15. 15Structured Output ParserOutput Parser StructuredModel
  16. 16Send Answer to User's WhatsAppEvolution ApiService
  17. 17SwitchSwitchLogic
  18. 18Branches System PromptSetLogic
  19. 19Menu System PromptSetLogic
  20. 20Orders System PromptSetLogic
  21. 21Complaints System PromptSetLogic
  22. 22Send WhatsApp GreetingEvolution ApiService

How it's built

Starts on
Another system calling it
Steps
22, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 22 steps before you point it at anything that matters.