WhatsApp AI Sales Assistant Workflow
This workflow is designed to receive customer inquiries via WhatsApp, utilizing the OpenAI GPT-4 intelligent model and memory caching to provide intelligent Q&A based on the product catalog, automatically responding to users with product information. It supports the automatic import and information extraction of PDF product manuals, builds a product knowledge base, and is capable of multi-turn conversation memory, enhancing the efficiency and experience of customer service. It is suitable for scenarios such as enterprise sales and customer support.
Workflow Name
WhatsApp AI Sales Assistant Workflow
Key Features and Highlights
This workflow receives customer text inquiries via WhatsApp and leverages the OpenAI GPT-4 intelligent model combined with in-memory caching to enable intelligent Q&A based on a product catalog vector database. It automatically replies with precise product information. The workflow supports automatic import and text extraction of PDF product manuals to build a product knowledge base. Through an AI Agent enabling real-time interaction, it significantly enhances customer service efficiency and experience.
Core Problems Addressed
- Automates handling of product inquiries sent by customers through WhatsApp, reducing the workload on human customer service agents
- Extracts information from product manuals in real-time and accurately, preventing outdated or incorrect data
- Supports multi-turn conversation memory to maintain customer session context and improve interaction continuity
- Filters out non-text messages to ensure a stable and efficient Q&A process
Application Scenarios
- Enterprise sales teams using WhatsApp to consult and interact with customers about products
- Customer support centers automatically responding to common product-related questions
- Marketing campaigns providing instant product information and buying guidance through chatbots
- Any scenario requiring natural language Q&A based on a document knowledge base
Main Process Steps
- Import Product Manual PDF: Download the Yamaha 2024 product manual PDF via an HTTP request node and extract text content using the “Extract from File” node.
- Build Product Catalog Vector Database: After recursive text splitting, generate vectors using the OpenAI Embeddings model, store them in n8n’s in-memory vector storage, and establish the product knowledge base.
- Receive WhatsApp Message Trigger: Capture customer messages through the WhatsApp trigger node, determine the message type, process text messages only, and automatically reply with a prompt for non-text messages.
- AI Sales Assistant Intelligent Reply: Pass text messages to a GPT-4 based AI Agent, which combines session window caching and product vector tools to intelligently retrieve and generate responses.
- Reply to Customer: Send the AI-generated reply text back to the customer via the WhatsApp send node, completing the full Q&A loop.
Involved Systems or Services
- WhatsApp API: Receiving and sending customer messages
- OpenAI GPT-4 Model: Natural language understanding and generation
- OpenAI Embeddings Model: Text vectorization
- n8n In-Memory Vector Storage: Product catalog knowledge base construction and querying
- HTTP Request Node: Downloading product manual PDFs
- PDF Text Extraction Node: Extracting content from product manuals
- Text Splitting Node: Optimizing knowledge base text processing
Target Users and Value
- Enterprise sales and customer service teams seeking to enhance automated customer response capabilities
- Marketing professionals aiming to quickly build intelligent product inquiry chatbots
- Technical personnel and automation enthusiasts leveraging n8n to rapidly implement AI + chatbot solutions
- Any business scenarios requiring intelligent Q&A based on documentation, facilitating digital transformation and improving customer satisfaction
This workflow template demonstrates how to combine WhatsApp, OpenAI, and n8n’s powerful automation and AI capabilities to create an intelligent, real-time, knowledge base-driven sales assistant chatbot, greatly improving customer interaction efficiency and experience.