Xtream Solutions AI-Powered Chatbot Tutorial

This tutorial explains how your AI chatbot workflow collects user information, passes it to a sub-workflow, and performs actions such as sending emails, logging data into Google Sheets, and notifying your Slack channel.

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1. Overview of Your Workflows

Main Workflow: Xtream-Solutions-AI-Powered Website Chatbot

• Trigger: The conversation starts via the Chat Trigger.
• AI Engine: Uses OpenAI (GPT-3.5-turbo) to interact with visitors.
• Memory: The Window Buffer Memory node stores conversation context (up to 20 messages).
• AI Agent: The AI Agent node collects details such as:
  • Name, Email, Phone
  • Business Name
  • Project Requirements
  • Appointment Time
• Workflow Tool: Once all required details are collected, the Call n8n Workflow Tool node is triggered.

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Sub-Workflow: send email, Google Sheets, Slack sub-workflow

• Inputs: Receives structured data (e.g., customer_name, customer_email) from the main chatbot.
• Email: Sends a formatted HTML email to ramon@xtreamsolution.net and CCs the customer.
• Google Sheets: Appends the collected information to a lead tracking sheet.
• Slack: Posts a formatted notification to your designated Slack channel.

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2. How the Main Chatbot Workflow Works

Key Nodes:

1. Chat Trigger (Public Webhook)
   Accepts messages from the website chat widget.
2. OpenAI Chat Model
   Uses GPT-3.5-turbo with a temperature of 0.4 for professional yet dynamic responses.
3. AI Agent
   • Uses the system message: “You are an intelligent personal assistant for Ramon… collect name, email, phone, business name, project details, appointment time… call Call n8n Workflow Tool when all details are ready.”
   • Calls the sub-workflow with structured JSON data.
4. Call n8n Workflow Tool
   Passes these inputs to the sub-workflow: jsonCopyEdit{ "customer_name": "...", "customer_email": "...", "customer_phone": "...", "business_name": "...", "project_details": "...", "appointment_time": "..." }

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3. Sub-Workflow Actions

Nodes in send email, Google Sheets, Slack sub-workflow:

1. Send Email Node
   • Sends a HTML email using your SMTP account.
   • Subject: New Inquiry from {{ $json.customer_name }}
   • CCs: {{ $json.customer_email }}
2. Google Sheets Node
   • Appends new rows with fields like:
     • Name: {{ $json.customer_name }}
     • Email: {{ $json.customer_email }}
     • Phone: {{ $json.customer_phone }}
     • Project Details: {{ $json.project_details }}
3. Slack Node
   • Posts a message: bashCopyEditXtream Ai Chatbot Inquiry - Name → {{ $json.customer_name }} - Email → {{ $json.customer_email }} - Phone → {{ $json.customer_phone }} - Business → {{ $json.business_name }} - Project → {{ $json.project_details }} - Appointment → {{ $json.appointment_time }}

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4. How to Embed the Chatbot on Your Website

You can add the chatbot using an iframe:

htmlCopyEdit<iframe
  src="https://n8n.yourdomainurl.net/webhook/f406671e-xxxx-4691-b39a-66c90aa2f103/chat"
  style="width: 100%; max-width: 400px; height: 600px; border: none; position: fixed; bottom: 20px; right: 20px; z-index: 9999; box-shadow: 0 0 10px rgba(0,0,0,0.3); border-radius: 10px;">
</iframe>

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5. Preventing Spam or Abuse

a. Unique Email Check

• The Google Sheets node can be extended to perform a lookup before appending rows.
• Add an IF node after a lookup step:
  • If email exists, skip sending the email and post a Slack alert.

b. Rate Limiting

• Use an IP check Code node at the start of the chatbot to block repeat submissions within a time window.

c. Bot Protection

• Optionally integrate Google reCAPTCHA on your web form (not mandatory for this chatbot since it’s conversational).

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6. How to Add More Automation

• Follow-up Emails: Add a Wait node and another Send Email node to follow up after 24 hours.
• CRM Integration: Use the Google Sheets data as a base or directly connect to HubSpot or Airtable.
• Analytics: Track conversations by sending data to Google Analytics or a dashboard.

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