WhatsApp AI Support & Lead Qualification
An n8n and OpenAI messaging workflow for customer support and lead qualification. It classifies message intent, gathers requirements through multi-turn conversations, synchronises qualified leads with a CRM and hands complex cases to a human agent with conversation context.
- Tags : Conversational AI , CRM , n8n
The workflow
Customer messages can mix support needs and buying enquiries, with some conversations requiring human judgement.
The solution
The WhatsApp workflow classifies intent, gathers requirements over multiple turns and synchronises qualified leads with a CRM.
Engineering scope
The documented implementation uses n8n and OpenAI and passes complex cases to a human agent with conversation context.
Delivered capabilities
The assistant gathers requirements and synchronises qualified leads with the CRM. Complex cases move to a human agent with the conversation context available for the handover.
Project presentation

Conceptual workflow illustration; not a product screenshot.
Plan a related project
Explore Voice AI & Conversational Automation for the related delivery scope. Identify the information the assistant may use and the fallback when a human agent is unavailable. Discuss your messaging support and handover process.