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WhatsApp AI Support & Lead Qualification
Conversational AI

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.

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

WhatsApp AI Support & Lead Qualification

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.

Planning resource

Plan human handoffs in AI support.