Automated CRM and Scheduling via AI and n8n

This workflow integrates AI-powered chat, CRM management, and scheduling automation within WordPress. It starts with a webhook trigger for incoming chat messages, which are processed by an AI agent using OpenAI and Langchain tools. The AI interacts to retrieve or update contact and opportunity data, manages tasks, and schedules appointments seamlessly. Key nodes include memory management for context preservation, CRM data handling through high-level tools, and calendar scheduling. This setup is ideal for automating customer interactions, lead management, and appointment booking, saving time and improving engagement outcomes.