Handle clinic WhatsApp support with GPT-4o-mini, Pinecone RAG and Gmail alerts

🏥 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: - 📅 Appointment booking or rescheduling - ❓ Service or doctor inquiry - 📎 Document submission (e.g., lab results, insurance) - 🤝 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