This workflow automatically qualifies leads, answers FAQs, and books sales calls via WhatsApp using AI-powered conversation logic.
Who's it for
• Sales teams handling high inbound message volume
• SaaS / service businesses using WhatsApp for outreach
• Agencies automating lead qualification pipelines
How it works
- WhatsApp message arrives via webhook (Twilio/Meta Cloud API)
- Conversation state is loaded from memory/sheet
- AI qualifies lead (Budget, Authority, Need, Timeline)
- Bot answers FAQs automatically
- Qualified leads get calendar booking link / slot picker
- All activity is logged to Google Sheets CRM
- Hot leads trigger Slack/email alert to sales rep
How to set up
- Import this workflow into n8n
- Set up credentials: Twilio/Meta WhatsApp, Google Sheets, Google Calendar, OpenAI
- Update YOUR_SHEET_ID and YOUR_CALENDAR_ID placeholders
- Update your product FAQ knowledge base in the AI node
- Activate workflow and configure your WhatsApp webhook URL
Requirements
• Twilio WhatsApp API or Meta Cloud API
• Google Sheets (CRM tracker)
• Google Calendar or Calendly
• OpenAI API key
• n8n instance (cloud or self-hosted)
Customization
• Edit BANT scoring thresholds in JS node
• Update FAQ knowledge base in AI system prompt
• Modify booking time slots in calendar node
• Adjust Slack alert conditions