Qualify WhatsApp insurance leads with OpenAI, HubSpot, and Slack
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 12 nodes and runs on WhatsApp events (messages). Along the way it connects WhatsApp Business Cloud, OpenAI Chat Model, HubSpot and Slack.
How it runs
Trigger: On WhatsApp events (messages).
- AI Insurance Assistant (AI Agent): runs an AI agent, with model: Chat Model (Conversation); memory: Remember Conversation
- Reply on WhatsApp (WhatsApp Business Cloud): send
- Qualify & Score Lead (Basic LLM Chain): sends a prompt to an LLM, with model: Chat Model (Analysis); output parser: Parse Lead Data (JSON)
- Qualified Lead? (If): checks a condition and branches into true / false
- Wants a Human? (If): checks a condition and branches into true / false
- Upsert Lead in CRM (HubSpot): create or update (contact)
- Alert Sales Team (Handover) (Slack): post (message)
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Insurance Assistant (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Insurance Assistant (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (10)
- WhatsApp Trigger
n8n-nodes-base.whatsAppTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - If
n8n-nodes-base.if - HubSpot
n8n-nodes-base.hubspot - Slack
n8n-nodes-base.slack
From the author
Quick overview This workflow handles inbound WhatsApp insurance inquiries, uses OpenAI to converse with leads and remember context per phone number, then extracts a qualification decision, score, and summary, upserts qualified leads to HubSpot, and alerts a…