Step 1: Define Workflow Goals
- Identify conversation types: lead, support, booking, or updates.
- Define response SLA and escalation rules.
- Map required downstream systems (CRM/helpdesk/internal apps).
Step 2: Build Core n8n Flow
- Set trigger from WhatsApp webhook/provider event.
- Normalize payload and route by intent.
- Invoke CRM/ticketing actions and send response template.
Step 3: Production Hardening
- Add retries and fallback queue for failed actions.
- Track delivery status and unresolved conversations.
- Add alerting for workflow failure and provider outage.