About this project
it-programming / artificial-intelligence-1
Open
**Hello!** I'm looking for an expert freelance N8N developer to build a WhatsApp prospecting automation workflow for a client in the insurance sector.
The goal is to create an **AI Business Development Representative (BDR) Agent** that will initiate contact with leads (doctors), qualify them, and perform a handover to a human salesperson at the right moment. The complete strategy, scripts, AI persona, and business rules are already 100% defined in a detailed document.
Your role will be to translate this strategy into robust and efficient N8N workflows.
**The Technical Challenge / What You'll Build:**
The project primarily consists of 3 interconnected N8N workflows:
**1. Initial Outbound Workflow:**
* Read a list of contacts from a Google Sheet.
* Check a database (likely Supabase or Chatwoot) to see if the contact has already been initiated to prevent duplicates.
* Send the first personalized message via the **Z-API**.
* Implement anti-banning safety logic (e.g., Variable delays between messages, typing simulation, etc.).
* Update the spreadsheet/database with a "contacted" status.
**2. Response Management & AI Workflow:**
* Receive lead responses via a Z-API webhook.
* Send the conversation history and the new message to the OpenAI API for analysis and classification (using a pre-defined prompt).
* Based on the AI's response, the workflow must:
* **If the lead is qualified ("Green Light"):** Stop the automation, notify the human salesperson (via WhatsApp or CRM), and mark the lead as "Qualified."
* **If the lead is curious ("Yellow Light"):** Continue the conversation by sending the necessary audio files and materials (PDFs), which will be stored in an accessible location (e.g., S3, Google Cloud Storage).
* **If the lead responds negatively:** Execute the objection handling routine and end the conversation, marking the lead as "Not Interested."
**3. Follow-up Cadence Workflow:**
* A scheduled workflow (running once a day) that will check for leads who haven't responded for a certain period.
* It will query the database to determine which stage of the cadence the lead is in and send the corresponding follow-up message (based on the rules defined in the brief).
**Tech Stack:**
* **Core:** N8N
* **WhatsApp:** Z-API
* **Artificial Intelligence:** OpenAI API
* **Lead Source:** Google Sheets
* **Database/CRM:** To be defined (open to suggestions between Supabase and Chatwoot. You will help decide the best approach).
* **File Storage:** To be defined (e.g., Google Cloud Storage, AWS S3, or similar).
**What I Provide:**
* A complete scope document with the full strategy, scripts, AI prompts, and business rules.
* Access to all necessary APIs (Z-API, OpenAI, etc.).
* Full clarity on what needs to be done from a business perspective.
**What I'm Looking For in You (Requirements):**
* **Proven and advanced experience with N8N:** You need to go beyond the basics of "connecting nodes." A deep understanding of sub-workflows, error handling, and complex data manipulation (JSON) is required.
* **Experience with REST APIs:** Comfortable consuming APIs and configuring webhooks.
* **Experience with WhatsApp Automation:** Familiarity with the WhatsApp API, ideally with the **Z-API**. Knowledge of best practices to avoid bans is crucial.
* **Basic Database Knowledge:** Understanding how to structure simple tables to store the state of conversations (e.g., In Supabase/PostgreSQL).
* **Proactive and Consultative Mindset:** I expect you not only to execute but also to point out potential technical improvements and suggest the best tools for each part of the process (e.g., "For storing audio files, option X is best because of Y").
**How to Apply:**
1. A brief summary of your experience with N8N and the Z-API.
2. A link to your portfolio or examples of automation projects you have developed.
To validate your expertise, please include in your proposal:
* Explain how you would implement the anti-ban logic.
* Describe your approach to the follow-up system.
* Mention your experience with similar projects.
**Project Type:**
This is a **fixed-price project**. I am looking for a reliable partner for this and future automation projects.
I look forward to your proposal.
Category IT & Programming
Subcategory Artificial Intelligence
Project size Large
Delivery term: Not specified
Skills needed