Automation library · CRM

Build complete sales department with OpenAI and CSO

Started by someone opening a chat with it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 16 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 1Model 15

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

  1. 1When chat message receivedChat triggerStarts it
  2. 2ThinkTool ThinkModel
  3. 3OpenAI Chat Model CSOLm Chat Open AiModel
  4. 4OpenAI Chat Model1Lm Chat Open AiModel
  5. 5OpenAI Chat Model2Lm Chat Open AiModel
  6. 6OpenAI Chat Model3Lm Chat Open AiModel
  7. 7OpenAI Chat Model4Lm Chat Open AiModel
  8. 8OpenAI Chat Model5Lm Chat Open AiModel
  9. 9OpenAI Chat Model6Lm Chat Open AiModel
  10. 10CSO AgentAgentModel
  11. 11Lead Generation SpecialistAgent ToolModel
  12. 12Sales CopywriterAgent ToolModel
  13. 13Proposal & Contract SpecialistAgent ToolModel
  14. 14Objection HandlerAgent ToolModel
  15. 15Demo & Presentation ExpertAgent ToolModel
  16. 16Follow-up & Nurture SpecialistAgent ToolModel

How it's built

Starts on
Someone opening a chat with it
Steps
16
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI

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 someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

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 16 steps before you point it at anything that matters.