Back to Templates

Build a Personalized Shopping Assistant with Zep Memory, GPT-4 and Google Sheets

Last update

Last update 7 days ago

Share


✅ What problem does this workflow solve?

Most e-commerce chatbots are transactional; they answer one question at a time and forget your context right after. This workflow changes that. It introduces a smart, memory-enabled shopping assistant that remembers user preferences, past orders, and previous queries to offer deeply personalized, natural conversations.


⚙️ What does this workflow do?

  1. Accepts real-time chat messages from users.
  2. Uses Zep Memory to store and recall personalized context.
  3. Integrates with:
    • 🛒 Product Inventory
    • 📦 Order History
    • 📜 Return Policy
  4. Answers complex queries based on historical context.
  5. Provides:
    • Personalized product recommendations
    • Context-aware order lookups
    • Seamless return processing
    • Policy discussions with minimal user input

🧠 Why Context & Memory Matter

Traditional bots:

  • ❌ Forget what the user said 2 messages ago
  • ❌ Ask repetitive questions (name, order ID, etc.)
  • ❌ Can’t personalize beyond basic filters

With Zep-powered memory, your bot:

  • ✅ Remembers preferences (e.g., favorite categories, past questions)
  • ✅ Builds persistent context across sessions
  • ✅ Gives dynamic, user-specific replies (e.g., "You ordered this last week…")
  • ✅ Offers a frictionless support experience

🔧 Setup Instructions

🧠 Zep Memory Setup

  • Create a Zep instance and connect it via the Zep Memory node.
  • It will automatically store user conversations and summarize facts.

💬 Chat Trigger

  • Use the "When chat message received" trigger to initiate the conversation workflow.

🤖 AI Agent Configuration

  • Connect:
    • Chat Model → OpenAI GPT-4 or GPT-3.5
    • Memory → Zep
    • Tools:
      • Get_Orders – Fetch user order history from Google Sheets
      • Get_Inventory – Recommend products based on stock and preferences
      • Get_ReturnPolicy – Answer policy-related questions

📄 Google Sheets

  • Store orders, inventory, and return policies in structured sheets.
  • Use read access nodes to fetch data dynamically during conversations.

🧠 How it Works – Step-by-Step

  1. Chat Trigger – User sends a message.
  2. AI Agent (w/ Zep Memory):
    • Reads past interactions to build context.
    • Pulls memory facts (e.g., "User prefers men's sneakers").
  3. Uses External Tools:
    • Looks up orders, return policies, or available products.
  4. Generates Personalized Response using OpenAI.
  5. Reply Sent Back to the user through chat.

🧩 What the Bot Can Do

  • 🛍 Suggest products based on past browsing or purchase behavior.
  • 📦 Check order status and history without requiring the user to provide order IDs.
  • 📃 Explain return policies in detail, adapting answers based on context.
  • 🤖 Engage in more human-like conversations across multiple sessions.

👤 Who can use this?

This is ideal for:

  • 🛒 E-commerce store owners
  • 🤖 Product-focused AI startups
  • 📦 Customer service teams
  • 🧠 Developers building intelligent commerce bots

If you're building a chatbot that goes beyond canned responses, this memory-first shopping assistant is the upgrade you need.


🛠 Customization Ideas

  • Connect with Shopify, WooCommerce, or Notion instead of Google Sheets.
  • Add payment processing or shipping tracking integrations.
  • Customize the memory expiration or fact-summarization rules in Zep.
  • Integrate with voice AI to make it work as a phone-based shopping assistant.

🚀 Ready to Launch?

Just connect:

  • ✅ OpenAI Chat Model
  • ✅ Zep Memory Engine
  • ✅ Your Product/Order/Policy Sheets

And you’re ready to deliver truly personalized shopping conversations.