The flow
Starts it 1Model 6Logic 2Service 3
The steps in the order they run, from what starts it.
- 1Lead Messages on WhatsAppWhats App triggerStarts it
- 2Chat Model (Conversation)Lm Chat Open AiModel
- 3Remember ConversationMemory Buffer WindowModel
- 4Chat Model (Analysis)Lm Chat Open AiModel
- 5Parse Lead Data (JSON)Output Parser StructuredModel
- 6AI Insurance AssistantAgentModel
- 7Qualify & Score LeadChain LlmModel
- 8Reply on WhatsAppWhats AppService
- 9Qualified Lead?IfLogic
- 10Wants a Human?IfLogic
- 11Upsert Lead in CRMHubspotService
- 12Alert Sales Team (Handover)SlackService
How it's built
- Starts on
- An incoming WhatsApp message
- Steps
- 12, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- HubSpot, Slack, WhatsApp
- 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, plus your own HubSpot, Slack and WhatsApp accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on an incoming WhatsApp message.
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?
Plan an afternoon. 12 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.
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 12 steps before you point it at anything that matters.