AutomationFlowsAI & RAG › Multi-platform AI Sales Agent with Rag, CRM Logging & Appointment Booking

Multi-platform AI Sales Agent with Rag, CRM Logging & Appointment Booking

ByVansh Arora @v4nsh on n8n.io

This workflow acts as a 24/7 sales agent, engaging leads across WhatsApp, Instagram, Facebook, Telegram, and your website. It intelligently transcribes audio messages, answers questions using a knowledge base, and uses modular sub-workflows to manage your CRM in Airtable and…

Chat trigger trigger★★★★★ complexityAI-powered84 nodesChat TriggerMemory Postgres ChatTool WorkflowVector Store PgvectorTool Vector StoreAgentWhatsAppTelegram Trigger
AI & RAG Trigger: Chat trigger Nodes: 84 Complexity: ★★★★★ AI nodes: yes Added:

This workflow corresponds to n8n.io template #4508 — we link there as the canonical source.

This workflow follows the Agent → Airtable recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "nodes": [
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      "id": "bac5a9a3-3169-43c0-809d-ff6713abb9c2",
      "name": "When chat message received",
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      "parameters": {},
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      "name": "Postgres Chat Memory",
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      "position": [
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      "parameters": {},
      "typeVersion": 1.3
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      "position": [
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      "parameters": {},
      "typeVersion": 1.6
    },
    {
      "id": "be15d44f-6cee-4598-ad5f-bdccecc53422",
      "name": "Create Event with Attendee",
      "type": "n8n-nodes-base.googleCalendarTool",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.3
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    {
      "id": "ed877d20-1f57-4cd9-a397-93bbbc98b6b8",
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      "parameters": {},
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      "parameters": {},
      "typeVersion": 1.3
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      "id": "339c1ef9-8356-42fb-b90b-3cafcffbde3b",
      "name": "Update Event",
      "type": "n8n-nodes-base.googleCalendarTool",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "3eda810e-61f4-4133-8380-3d9a179ce0b0",
      "name": "Try Again1",
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      "position": [
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      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "75898c01-3693-4b04-ba01-36408856a618",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        464,
        1200
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "73420019-0db3-48af-a59d-1083c4c83344",
      "name": "Sticky Note10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1424,
        -640
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "cc2d8190-66a9-452e-9f0f-21d75946ab1a",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "a60d4ab1-56f3-4073-9675-0dc959d9ff9d",
      "name": "OpenAI Chat Model1",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
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      "parameters": {},
      "typeVersion": 1.2
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    {
      "id": "e51a08b5-df99-423a-af5e-6263fec356d8",
      "name": "OpenAI Chat Model2",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
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        1504
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "1c5ebf66-3f10-4ea2-ab31-aa3c5ec03e5b",
      "name": "OpenAI Chat Model3",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
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        352
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "de38c9a8-f24f-4a83-aabe-be6e370e7f27",
      "name": "Embeddings OpenAI",
      "type": "@n8n/n8n-nodes-langchain.embeddingsOpenAi",
      "position": [
        928,
        448
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "48cc5bde-975c-4697-8866-412c47c6befe",
      "name": "Sticky Note12",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1424,
        400
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Gemini": {
      "ai_embedding": [
        [
          {
            "node": "PGVector",
            "type": "ai_embedding",
            "index": 0
          }
        ]
      ]
    },
    "Switch1": {
      "main": [
        [
          {
            "node": "Send message (Whatsapp)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send message (facebook)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send message (instagram)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send message (embedded)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send message (telegram)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "CRM Agent": {
      "ai_tool": [
        [
          {
            "node": "Sales Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get Audio": {
      "main": [
        [
          {
            "node": "Download Audio",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Audio1": {
      "main": [
        [
          {
            "node": "Transcribe1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Events": {
      "ai_tool": [
        [
          {
            "node": "Calendar Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Transcribe": {
      "main": [
        [
          {
            "node": "Set Message2",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "get_schema": {
      "ai_tool": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "If not echo": {
      "main": [
        [
          {
            "node": "Set Message5",
            "type": "main",
            "index": 0
          },
          {
            "node": "Facebook Typing Effect",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Sales Agent": {
      "main": [
        [
          {
            "node": "Switch1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Transcribe1": {
      "main": [
        [
          {
            "node": "Set Message1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Delete Event": {
      "ai_tool": [
        [
          {
            "node": "Calendar Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "If not echo1": {
      "main": [
        [
          {
            "node": "Set Message4",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message1": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message2": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message3": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message4": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message5": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Message6": {
      "main": [
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Update Event": {
      "ai_tool": [
        [
          {
            "node": "Calendar Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "list_records": {
      "ai_tool": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "CRM Assistant": {
      "main": [
        [
          {
            "node": "Response",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Try Again",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Download file": {
      "main": [
        [
          {
            "node": "PGVector",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Lead Info": {
      "main": [
        [
          {
            "node": "Route Messages",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Route Message": {
      "main": [
        [
          {
            "node": "Set Message",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Get Audio1",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Reply to user",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Calendar Agent": {
      "main": [
        [
          {
            "node": "Success",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Try Again1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Download Audio": {
      "main": [
        [
          {
            "node": "Transcribe",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Route Messages": {
      "main": [
        [
          {
            "node": "Get Audio",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Set Message3",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Reply To User1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "create_contact": {
      "ai_tool": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "update_contact": {
      "ai_tool": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Vector Database": {
      "ai_vectorStore": [
        [
          {
            "node": "Company Database",
            "type": "ai_vectorStore",
            "index": 0
          }
        ]
      ]
    },
    "Company Database": {
      "ai_tool": [
        [
          {
            "node": "Sales Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Facebook Trigger": {
      "main": [
        [
          {
            "node": "Respond to Webhook - facebook post",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Respond to Webhook - facebook get",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram Trigger": {
      "main": [
        [
          {
            "node": "Route Message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "WhatsApp Trigger": {
      "main": [
        [
          {
            "node": "Get Lead Info",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Embeddings OpenAI": {
      "ai_embedding": [
        [
          {
            "node": "Vector Database",
            "type": "ai_embedding",
            "index": 0
          }
        ]
      ]
    },
    "Instagram Trigger": {
      "main": [
        [
          {
            "node": "Respond to Webhook - instagram post",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Respond to Webhook - instagram get",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Sales Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Consultation Agent": {
      "ai_tool": [
        [
          {
            "node": "Sales Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model1": {
      "ai_languageModel": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model2": {
      "ai_languageModel": [
        [
          {
            "node": "Calendar Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model3": {
      "ai_languageModel": [
        [
          {
            "node": "Company Database",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "create_opportunity": {
      "ai_tool": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "update_opportunity": {
      "ai_tool": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Default Data Loader": {
      "ai_document": [
        [
          {
            "node": "PGVector",
            "type": "ai_document",
            "index": 0
          }
        ]
      ]
    },
    "Postgres Chat Memory": {
      "ai_memory": [
        [
          {
            "node": "Sales Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Update Agent Details": {
      "main": [
        [
          {
            "node": "Sales Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Window Buffer Memory": {
      "ai_memory": [
        [
          {
            "node": "CRM Assistant",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "No Operation, do nothing": {
      "main": [
        [
          {
            "node": "Update Agent Details",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Event with Attendee": {
      "ai_tool": [
        [
          {
            "node": "Calendar Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          {
            "node": "Set Message6",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When Executed by Another Workflow": {
      "main": [
        [
          {
            "node": "CRM Assistant",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Respond to Webhook - facebook post": {
      "main": [
        [
          {
            "node": "If not echo",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Respond to Webhook - instagram post": {
      "main": [
        [
          {
            "node": "If not echo1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking \u2018Execute workflow\u2019": {
      "main": [
        [
          {
            "node": "Download file",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Pro

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How this works

This workflow acts as a round-the-clock sales agent that handles incoming enquiries from WhatsApp, Instagram, Facebook, Telegram and your website. It transcribes voice messages, pulls relevant details from a knowledge base and then books appointments or logs activity directly in Airtable. The core step is the Sales Agent node, which decides the next action and calls specialised sub-workflows for CRM updates or calendar booking.

Use this when you need consistent follow-up across multiple channels without hiring extra staff. It is less suitable for very high-volume sales teams that already run dedicated CRM automation or for businesses that require human approval on every appointment. Common variations swap Airtable for another CRM or add extra sub-workflows for payment collection.

About this workflow

This workflow acts as a 24/7 sales agent, engaging leads across WhatsApp, Instagram, Facebook, Telegram, and your website. It intelligently transcribes audio messages, answers questions using a knowledge base, and uses modular sub-workflows to manage your CRM in Airtable and…

Source: https://n8n.io/workflows/4508/ — original creator credit. Request a take-down →

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