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N8N Workflow for WhatsApp AI Chatbot
UpworkINNot specifiedintermediate
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Project Overview
We are a B2B rice and grains exporter looking to automate our first-contact sales conversations on WhatsApp. We need an AI-powered chatbot built on the WhatsApp Business API that qualifies incoming leads, answers product and company questions, and escalates the right conversations to our sales team via email. The AI-powered chatbot must be embedded on the homepage of our website.
We have a cloud N8N licence. So all workflows MUST be created on this platform ONLY
What Needs to Be Built
1. Lead Qualification Workflow
• Open-access model — visitors can ask product/company questions freely without being gated
• Qualification triggered only when a visitor asks about pricing, requests a quote, or asks to place an order
• Bot collects: name, business details, business type, country, products of interest, MOQ, intended use
• Qualified or Unqualified Classifies leads as
• Unqualified leads receive a warm redirect to a sister retail portal
• Returning unqualified users recognised by phone number — not re-qualified for 90 days
2. RAG-Powered Knowledge Base
• Knowledge base built from client website and full product catalog (~35 SKUs)
• Bot answers product, certification, services, and company questions from the KB
• Fallback to OpenAI/ChatGPT for general knowledge questions not in the KB
• Unknown company-specific queries trigger an email alert to the sales team
3. Pricing & Quotation Handling
• Qualified leads requesting pricing → bot collects details, sends structured email to sales team
• Unqualified leads requesting pricing → polite decline with retail portal redirect
• No actual pricing is displayed by the bot
4. Sample Request Handling
• Any mention of samples → immediate redirect to designated retail portal (no qualification needed)
5. Automated Email Notifications
• Qualified lead pricing/quotation request: includes lead details, qualification answers, chat summary
• Unknown query the bot cannot answer: includes question, user phone number, conversation context
6. Multilingual Support
• English, Hindi, and Hinglish (Hindi written in English characters)
• Bot detects language from user input and responds in kind
7. Conversation History & Returning User Recognition
• Persistent conversation history stored per WhatsApp name, email and phone number asked by the chatbot
• Every chat conversation MUST be saved in a database for future reference purposes
• Bot doesn’t need to recognize returning users.
Out of Scope
• Actual pricing quotation or negotiation (human handoff only)
• Order processing or payment collection
• Incoterms, payment terms, or shipping cost calculations
What We Need from You
Please include the following in your proposal:
• Your proposed approach and tech stack
• Estimated timeline to completion
• Fixed price or hourly rate estimate
• Relevant past work (WhatsApp bots, RAG systems, lead qualification flows)
A full BRD with detailed functional requirements, qualifying question scripts, and conversation flow examples will be shared with shortlisted candidates.
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