LeadChat Booker — conversational lead capture that schedules

Description

Real Working Demo https://crmaiinsight.com/leadbot How It Works (High-Level) 1) Chat > Capture LeadBot greets, collects Full Name → Email → Mobile (optional) → Product interest via friendly chat (no forms). Validates email/phone, confirms inputs, supports corrections. 2) De-dupe Checks Salesforce for an existing lead by Email. If found → update_lead. If not → create_lead. 3) Product Selection Pulls your Feature_Product__c list (Name + one-line Description) and lets the user choose by number or name. 4) Demo Booking (Optional) If the user says Yes: Detect/ask Time Zone (IANA). Reads Salesforce Events for the next 14 days. Computes free 30-min weekday slots (09:00–17:00 UTC) strictly after now. User picks a slot → creates a Salesforce Event (30 min) linked to the Lead. 5) Notifications & Follow-ups Slack DM to your team (concise summary). Email confirmation to the prospect (local date/time included). Ends with a polite confirmation message. Setup at a Glance Effort:* Most teams finish the base setup in *~45–90 minutes** (credentials, field mapping, test). What you’ll configure:** Salesforce OAuth, SMTP (or your ESP), Slack, OpenAI key, and the web chat widget. > Tip: Start with the provided Feature_Product__c object. You can switch to your own product catalog with a few tweaks (see below). Prerequisites Salesforce** Connected App + OAuth (API enabled). Lead fields: FirstName, LastName, Email, MobilePhone, and one product lookup/text field (e.g., Interested_Product__c or Feature_Product__c). (Recommended) Custom object Feature_Product__c with fields: Name, Description__c, Features__c, Tags__c. n8n Credentials** salesforceOAuth2Api (to read/write Leads & Events). smtp (or use your email provider node). slackApi (for internal notifications). openAiApi (for the chat agent). Widget Embed (optional)** A place on your site/app to embed the chat launcher. Step-by-Step Setup 1) Import the flow into n8n Verify nodes: Chat Trigger → AI Agent → check_duplicate_lead → update/create lead → get_products → get_scheduled_events → create_demo_event → Slack/Email. 2) Add/Bind Credentials Salesforce OAuth: authorize org with API scope. SMTP: sender, domain, and authentication (verify SPF/DKIM). Slack: ensure bot can DM users/channels. OpenAI: drop in your API key. 3) Map Product Field on Lead Pick one field to store the selection (e.g., Interested_Product__c). Ensure AI Agent and Salesforce nodes reference the same field. 4) (Option A) Use Feature_Product__c Confirm fields exist: Name, Description__c (used in the numbered list). In get_products, make sure Id is returned; pass it as customFieldsValues0_Value. 5) (Option B) Use Your Own Catalog Swap customObject: Feature_Product__c → Product2 (or your object). Update fields to at least: Id, Name, and a short description field. Keep the variable contract the same (AI expects to store Id, name, description). 6) Configure Demo Booking get_scheduled_events uses a SOQL search window (today → +14 days). Ensure your Event permissions allow read/write. Confirm create_demo_event URL points to your Salesforce domain & API version. 7) Customize Widget (optional) Set title, brand colors, and initial message in the Chat Trigger options. Limit reply length (≤100 words) is already set. 8) Test End-to-End Run a full path: enter name/email/phone, pick a product, select a time slot. Verify: Lead/Update in Salesforce, Event creation, Slack DM, Prospect Email. Switching to Your Own Products (Quick Tweaks) Replace Data Source:** In get_products: customObject: Product2 (or your object API name). Fields: ensure Id, Name, and a short description are returned. Update Lead Field Mapping:** Set Interested_Product__c (or your chosen field) to the returned Product Id. Copy Text Logic:** Keep the AI’s “numbered list” output; it supports both number and name replies. What Users Experience No forms. A friendly AI asks one thing at a time, confirms details, and offers a live calendar of the next available 30-minute demo slots. The moment they choose, a Salesforce Event is created and they get a confirmation email. Your team receives a Slack heads-up with who/what/when. Troubleshooting Quick Checks No product list?* Ensure Id, Name, Description__c (or equivalent) are returned by *get_products**. No free slots shown?** Confirm Event query window (+14 days), timezone handling, and that “current time” filter excludes past times. Lead not updated?* Check the *duplicate search by Email** and that update_lead receives Lead_ID. Event fails to create?** Verify Salesforce API endpoint, OAuth scope, and required Event fields. An n8n automation workflow template by Le Nguyen.

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