๐ฌ Handle clinic WhatsApp support with GPT-4o-mini, Pinecone RAG and Gmail alerts
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Description
๐ฅ Clinic WhatsApp Customer Service Bot
This workflow automates patient communication for medical clinics using the WhatsApp Business API. It supports appointment booking, rescheduling, service inquiries, follow-ups, and document submissions. The workflow includes AI capabilities, appointment management, human escalation logic, memory storage, and CRM synchronization.
Good to know
- Supports text, voice notes, images, and document uploads.
- Uses an AI agent powered by GPT-4o-mini with retrieval-augmented generation for accurate answers.
- Includes sentiment and frustration detection to trigger human takeover.
- Conversation history and lead details are stored for context and follow-up.
- Appointment booking includes slot validation to reduce errors and conflicts.
How it works
- The workflow receives WhatsApp messages through a webhook connection.
- The AI agent processes the message and identifies the intent:
- ๐ Appointment booking or rescheduling
- โ Service or doctor inquiry
- ๐ Document submission (e.g., lab results, insurance)
- ๐ค Human support request
- If the request is informational, the AI responds using GPT-4o-mini with RAG from Pinecone to ensure clinic-specific accuracy.
- If the request relates to booking, the workflow:
- Checks availability in Data Tables
- Validates slot selection
- Confirms, updates, or cancels the appointment
- If the user is confused, frustrated, or explicitly asks for a human, automation is paused and a staff member is notified.
- Voice messages are transcribed using Whisper API and images are processed using Vision API.
- All interactions are logged and synced to Google Sheets for CRM tracking.
Requirements
- WhatsApp Business API access with active credentials
- OpenAI API key for GPT-4o-mini, Whisper, and Vision models
- Pinecone account for vector storage
- Google Sheets and Gmail for logging and notifications
- n8n instance (Cloud or self-hosted)
- Data Tables enabled for memory, appointments, and lead management
๐ Nodes Used
Google Sheets, HTTP Request, Webhook, Gmail, Google Docs, Schedule Trigger
๐ฅ Import
Download workflow.json and import into n8n:
Workflow menu โ Import from File