WhatsApp AI Sales Agent using PDF Vector Store

This workflow turns your WhatsApp number into an intelligent AI-powered Sales Agent that answers product queries using real data extracted from a PDF brochure. It loads a product brochure via HTTP Request, converts it into embeddings using OpenAI, stores them in an in-memory vector store and allows the AI Agent to provide factual answers to users via WhatsApp. Non-text messages are filtered and only text queries are processed. This makes the workflow ideal for building a lightweight chatbot that understands your product documentation deeply.

Quick Start: 5-Step Fast Implementation

1. Insert your WhatsApp credentials in the WhatsApp Trigger and WhatsApp Send nodes.
2. Add your OpenAI API Key to all OpenAI-powered nodes.
3. Replace the PDF URL in the HTTP Request node with your own brochure.
4. Run the Manual Trigger once to build the vector store.
5. Activate the workflow and start chatting from WhatsApp.

What It Does

This workflow converts a product brochure (PDF) into a searchable knowledgebase using LangChain vector embeddings. Incoming WhatsApp messages are processed and if the message is text, the AI Sales Agent uses OpenAI + the vector store to produce accurate, brochure-based answers.

The AI responds naturally to customer queries, supports conversation memory across the session and retrieves information directly from the brochure when needed. Non-text messages are filtered out to maintain clean conversational flow.

The workflow is fully modular: you can replace the PDF, modify AI prompts, plug into CRM systems or extend it into a broader sales automation pipeline.

Who’s It For

This workflow is ideal for:

• Businesses wanting a WhatsApp-based AI customer assistant.
• Sales teams needing automated product query handling.
• Companies with large product catalog PDFs.
• Marketers wanting a zero-code product brochure chatbot.
• Technical teams experimenting with LangChain + OpenAI inside n8n.

Requirements to Use This Workflow

To run this workflow successfully, you need:

• An n8n instance (cloud or self-hosted).
• A WhatsApp Business API connection.
• An OpenAI API key.
• A publicly accessible PDF brochure URL.
• Basic familiarity with n8n node configuration.

Optional:

• A custom vector store backend (Qdrant, Pinecone) – the template uses in-memory storage.

How It Works & How To Set Up

1. Import the Workflow JSON

Upload the workflow JSON provided.

2. Configure WhatsApp Trigger

• Open WhatsApp Trigger
• Add your WhatsApp credentials
• Set the webhook correctly to match your n8n endpoint

3. Configure WhatsApp Response Nodes

The workflow uses two WhatsApp send nodes:

• Reply To User → Sends AI response
• Reply To User1 → Sends “unsupported message” reply

Add your WhatsApp credentials to both.

4. Replace the PDF Brochure

In get Product Brochure (HTTP Request):

• Update the url parameter with your own PDF

5. Run the PDF → Vector Store Setup (One-Time Only)

Use the Manual Trigger ("When clicking ‘Test workflow’") to:

• Download the PDF
• Extract text
• Split into chunks
• Generate embeddings
• Store them in Product Catalogue vector store

You must run this once after importing the workflow.

6. Set OpenAI Credentials

Add your OpenAI API Key to the following nodes:

• OpenAI Chat Model
• OpenAI Chat Model1
• Embeddings OpenAI
• Embeddings OpenAI1

7. Review the AI Agent Prompt

Inside AI Sales Agent, you can edit the system message to match:

• Your brand
• Your product types
• Your tone of voice

8. Activate the Workflow

Once activated, WhatsApp users can chat with your AI Sales Agent.

How to Customize Nodes?

Here are common customization options:

Customize the PDF / Knowledgebase

Change the URL in get Product Brochure

or

Upload your own file via other nodes.

Customize AI Behavior

Edit the systemMessage inside AI Sales Agent:

• Change personality
• Set product rules
• Restrict/expand scope

Change Supported Message Types

Modify Handle Message Types switch logic to allow:

• Image → OCR
• Audio → Whisper
• Documents → Additional processing

Modify WhatsApp Message Templates

Inside the textBody of response nodes.

Extend or replace Vector Store

Swap vectorStoreInMemory with:

• Qdrant
• Pinecone
• Redis vector store

By updating the vector store node.

Add-Ons (Optional Enhancements)

You can extend this workflow with:

1. Multi-language support

Add OpenAI translation nodes before agent input.

2. CRM Integration

Send user queries and chat logs into:

• HubSpot
• Salesforce
• Zoho CRM

3. Product Recommendation Engine

Use embeddings similarity to suggest products.

4. Order Placement Workflow

Connect to Stripe or Shopify APIs.

5. Analytics Dashboard

Log chats into Airtable / Postgres for analysis.

Use Case Examples

Here are some practical uses:

1. Product Inquiry Chatbot
   Customers ask about specs, pricing, or compatibility.

2. Digital Catalog Assistant
   Converts PDF brochures into interactive WhatsApp search.

3. Sales Support Bot
   Reduces load on human sales reps by handling common questions.

4. Internal Knowledge Bot
   Teams access manuals, training documents, or service guides.

5. Event/Product Launch Assistant
   Provides instant details about newly launched items.

And many more similar use cases where an AI-powered WhatsApp assistant is valuable.

Troubleshooting Guide

Issue	Possible Cause	Solution
WhatsApp messages not triggering workflow	Wrong webhook URL or inactive workflow	Ensure webhook is correct & activate workflow
AI replies are empty	Missing OpenAI credentials	Add OpenAI API key to all AI nodes
Vector store not populated	Manual trigger not executed	Run the Test Workflow trigger once
PDF extraction returns blank text	PDF is image-based	Use OCR before text splitting
“Unsupported message type” always triggers	Message type filter misconfigured	Check conditions in Handle Message Types
AI not using brochure data	VectorStore tool not linked properly	Check connections between Embeddings → VectorStore → AI Agent

Need Help with Support & Extensions?

If you need help setting up, customizing or extending this workflow, feel free to reach out to our n8n automation developers at WeblineIndia. We can help with

• Custom WhatsApp automation workflows
• AI-powered product catalog systems
• Integrating CRM, ERP or eCommerce platforms
• Building advanced LangChain-powered n8n automations
• Deploying scalable vector stores (Qdrant/Pinecone)
• And so much more.