modelo do chatbot

Workflow Name

modelo do chatbot

Key Features and Highlights

This workflow builds an intelligent chatbot capable of smartly querying and recommending health insurance plans based on users’ personal information and needs. By integrating with OpenAI, it achieves natural language understanding and conversational memory, combined with dynamic database queries to provide accurate and personalized insurance product recommendations.

Core Problems Addressed

Traditional health insurance recommendations often rely on manual consultations, which are inefficient and struggle to meet personalized needs. This workflow solves the challenge of efficiently capturing user requirements and intelligently matching suitable insurance products through automated chat interactions and smart recommendations, thereby enhancing user experience and reducing labor costs.

Application Scenarios

• Online customer service for insurance companies or brokerage platforms
• Intelligent recommendation and consultation for health insurance products
• Scenarios requiring quick responses to user inquiries related to health insurance via chatbot
• Intelligent customer service systems accessible across multiple channels (web, mobile, etc.)

Main Workflow Steps

1. Chat Trigger: Listens for user-initiated chat requests and sends a welcome message.
2. If Condition Node: Checks whether user data exists to determine the subsequent workflow path.
3. Edit Fields1: Constructs chat input information based on user-submitted personal details (e.g., name, age, city, occupation).
4. OpenAI (Assistant 1): Calls the OpenAI assistant to process user input and generate intelligent responses.
5. Postgres Chat Memory: Utilizes a PostgreSQL database to store and retrieve chat context, enabling conversational memory.
6. Products in Database: Connects to a MySQL database to dynamically query health insurance products matching user information and filters the top three most suitable options.
7. Knowledge Base & External API: Retrieves additional product information and verifies user identity by calling external APIs and knowledge bases.
8. Edit Fields2 & OpenAI2 (Assistant 2): Further processes chat content to refine and complete the conversation replies.
9. Return Results to User: Delivers intelligent recommendations and answers back to the user, completing the interaction.

Systems and Services Involved

• OpenAI API: Enables natural language processing and intelligent dialogue.
• PostgreSQL: Manages chat session memory to maintain context continuity.
• MySQL: Stores health insurance product data and supports dynamic querying.
• HTTP API Calls: Accesses external APIs and knowledge bases to enrich information sources.
• n8n Nodes: Serves as the automation workflow platform integrating various nodes and services.

Target Users and Value

• Product managers and developers in the insurance industry, facilitating rapid development of intelligent customer service and recommendation systems.
• Customer service teams, leveraging automated bots to improve response efficiency and customer satisfaction.
• End users, who gain convenient and personalized health insurance consultation experiences.
• Enterprises aiming to optimize sales processes and customer management through intelligent solutions.

Overall, the "modelo do chatbot" workflow is an intelligent conversational solution integrating multiple technologies and data sources, tailor-made for the health insurance sector. It significantly enhances information exchange efficiency and service quality.