This workflow automates multi-channel AI-driven sales engagement for lead qualification, service information delivery, and consultation booking. It integrates WhatsApp, Facebook Messenger, Instagram DM, and an n8n chat interface with a CRM backend (Airtable), a knowledge base (Supabase), and conversational AI (OpenAI), all orchestrated by n8n.

Tools & Services Used

Messaging Platforms: WhatsApp, Facebook Messenger, Instagram DM, n8n Built-in Chat

AI Core & Processing: OpenAI (GPT-4o for main agent logic, Whisper for audio transcription)

CRM & Data Management: Airtable (for initial WhatsApp lead lookup, lead form submissions, and as the backend for the crmAgent sub-workflow operations)

Knowledge Base: Supabase (Vector Store for technical_and_sales_knowledge tool)

Chat Memory: PostgreSQL (for the main AI Agent's conversation history)

Orchestration & Automation: n8n (Self-hosted, utilizing Langchain community nodes)

Calendar Service: Integrated via the calendarAgent sub-workflow

CRM Service: Integrated via the crmAgent sub-workflow (interacting with Airtable)

Workflow Overview

This automation performs the following steps:

Trigger: A new interaction is initiated through one of the following channels:

A new message is received via the WhatsApp Trigger.

A new message is received via the Facebook Trigger (Webhook).

A new message is received via the Instagram Trigger (Webhook).

A new message is received via the n8n Chat Trigger.

Alternatively, a new lead is submitted via the Airtable Form Submitted Webhook.

Channel-Specific Ingestion & Pre-processing:

For WhatsApp:

The system attempts to find an existing lead in Airtable using the sender's phone number.

Incoming messages are routed by the Handle Message Types switch:

Text messages are passed to the Edit Fields - chat1 node to prepare input for the AI ​​Agent, including any found lead information.

Audio messages are processed: the WhatsApp Business Cloud node gets the media URL, the HTTP Request node downloads the audio, OpenAI transcribes it to text, and Edit Fields - chat2 prepares this transcribed text and lead information for the AI ​​Agent.

Unsupported message types trigger the Reply To User1 node to send a notification that the message type cannot be processed.

For Facebook Messenger:

The system responds to webhook verification (Respond to Webhook - facebook get) and acknowledges new messages (Respond to Webhook - facebook post).

The If is not echo - facebook node filters out messages sent by the page.

The Sales Agent Demo - typing_on node sends a typing indicator.

The Edit Fields - facebook node prepares the message text, sender ID, and Facebook-specific context for the AI ​​Agent.

For Instagram DM:

The system responds to webhook verification (Respond to Webhook - instagram get) and acknowledges new messages (Respond to Webhook - instagram post).

The If is not echo - instagram node filters out messages sent by the business account.

The Edit Fields - instagram node prepares the message text, sender ID, and Instagram-specific context for the AI ​​Agent.

For n8n Chat:

The Edit Fields - chat node prepares the user's input and session information for the AI ​​Agent.

Input Aggregation for AI Agent:

Processed data from all active messaging channels (WhatsApp text/audio, Facebook, Instagram, n8n Chat) is funneled through the No Operation, do nothing node to the main AI Agent.

AI Sales Conversation & Tool Utilization:

The AI ​​Agent (using OpenAI Chat Model - GPT-4o, and Postgres Chat Memory) engages the user according to its system prompt, aiming to qualify them for Paint Protection Film (PPF), Ceramic Coating, or Window Tint.

The AI ​​Agent uses the technical_and_sales_knowledge tool (which queries the Demo Supabase vector store via Embeddings OpenAI and OpenAI Chat Model1) to provide service details and answer questions.

The AI ​​Agent uses the crmAgent tool (a sub-workflow) to log contact details (Name, Email, service interest) and update opportunity statuses in Airtable.

The AI ​​Agent uses the calendarAgent tool (a sub-workflow) to book consultation appointments once preferred dates/times are provided. This occurs after contact details are logged in the CRM.

Response Delivery:

The AI ​​Agent's final textual response is passed to the Switch node.

The Switch node routes the response to the appropriate node for delivery on the original channel:

Reply To User for WhatsApp.

Facebook Graph API - Sales Agent Demo for Facebook Messenger.

Instagram Graph API - smb.sales.agent.demo for Instagram DM.

Output - chat for the n8n Chat interface.

Airtable Form Submission Processing (Separate Branch):

When the Airtable Form Submitted webhook receives data, the Airtable node fetches the full record.

The Create Contact node creates a new contact in the Airtable 'Contacts' table.

The Edit Fields - form node prepares data for a notification.

The WhatsApp Business Cloud2 node sends a templated WhatsApp message to the lead, confirming their submission form.