Filter the Lead

I have done only for theose which are open and where the source is Website. You can remove this if you want to have all leads.

Output from AI Agent

If the INquiry is invalid, not related to the products and services offered, it will invalidate that you can optionnally link the invalid output to email or anything. Options are limitless

Customer Experience Agent (AI)

Now this Node is an AI Agent who is speicalized to understand the Lead Source and the Inquiry sent by Cusomter. The Agent will look at company information, which has detials of producuts and services defined in Google Docs, and the Contacts Sheet where a column must be added mentioning that who is the person dealing in which products, solutions and services. Once the inquiry is about speicifc product solution and service it will look from the sheet and then will decide to whom the email has to be sent. Details is defined in the Agent. Make sure to drag fields from http request node

Once the Lead is generatd in ERP

Consider creating creating an inquiry web form in ERPNext and let the Website Visitor fill that Inquiry form, as soon as the iqnuiry form is filled this workflow will start.

Make sure to create a webhook in ERPNext. Follow Below steps in ERPNext.

Go to Wehbooks Doctype : Lead Trigger : on_insert

Paste this webhook there, as test first and finally production

Email Body

Get only Email body from Previous Node and then Convert this to HTML Format so that it looks professional.

Get Lead ID

This will extract the Lead Name in ERPNext. Ensure to send doc.name from the webhook in ERPnext

It will then send this to next node to get full details of this lead.

Send Email

Now drag and drop the fields from Previous Nodes. Email Addresses Subject and Body.

Remember all fields are selected by AI Agent, whom to send email, what to send and so on.

You can alternatively inform your employees by whatsapp for quick action.

Developed by Amjid Ali

Thank you for using this workflow template. It has taken me countless hours of hard work, research, and dedication to develop, and I sincerely hope it adds value to your work.

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Inquiry with Notes

If inquiry is having notes then only it will forward to next node.

Prepare for Email

This node will get approprate Fields for Email Email Addresses: Subject : Email Body :

Customer Experience Agent (AI)

Purpose and structure

This folder contains the Customer Experience Agent (AI) workflow. Its executable nodes use agent, code, googleDocsTool, googleSheetsTool, httpRequest, if, lmChatOpenAi, microsoftOutlook, set, webhook. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

Webhook

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Code/0693_Code_Webhook_Create_Webhook.json MIT; preserve source notices.