Whatsapp Agent with n8n

This guide provides a step-by-step process for setting up a RecallSync AI Agent for WhatsApp using an n8n workflow for message management and delivery.

Written By ReCallSyncAI

Last updated 5 months ago

Part 1: RecallSync Setup and Agent Creation

1. Configure n8n Integration (If not already configured)

  1. In the RecallSync dashboard, navigate to Settings → Integrations.

  2. Under Workflow Automation, find N8N and click Configure.

  3. Click + Add Workflow.

  4. Enter a descriptive Workflow Name (e.g., n8n Social Messaging) and Description (e.g., This workflow is managing the social messaging through n8n).

  5. Enter the N8N URL (e.g., https://your-n8n-instance.com).

  6. Enter the Token for your n8n instance.

  7. Click Add Workflow. (Note: The video shows a pre-configured "n8n Social Messaging" workflow).

2. Create the WhatsApp Agent

  1. Navigate to Agents in RecallSync.

  2. Click + Add Agent (or Create Primary Agent).

  3. Fill in the details:

    • Agent Name: E.g., Whatsapp Q

    • Description: E.g., Whatsapp Q

    • Agent Type: Select Integrated.

    • Channel: Select WHATSAPP.

    • Provider: Select N8N.

    • N8N Workflow: Select the n8n workflow you configured (e.g., n8n Social Messaging).

    • Agent Status: Set to Active (or activate it later in Agent Settings).

  4. Click Create.

3. Configure Agent Settings and Activation

  1. After creation, go to the new WhatsApp Agent's settings (Click Go To Builder and then the Settings icon).

  2. Model & AI Prompt: Configure your desired model and provide the System Prompt defining the agent's behavior, context, and rules. Click Save Settings.

  3. Provider Configuration:

    • Go to the Provider tab.

    • Under Agent Activity, ensure the status is set to Active to allow the agent to receive and process requests.

    • Under Provider Configuration → N8N, verify that the correct N8N Workflow (e.g., n8n Social Messaging) is selected as the current workflow for the WhatsApp channel.

    • Click Save Settings.

Part 2: n8n Workflow Configuration

The n8n workflow is responsible for receiving the inbound WhatsApp message (from the GHL/WhatsApp channel), triggering the RecallSync Agent for a response, and then sending the response back to the user via WhatsApp.

1. Locate and Edit the n8n Workflow

  1. In the RecallSync dashboard, go to Settings → Integrations.

  2. Find the configured n8n workflow (e.g., n8n Social Messaging) and click the corresponding Workflow link to open it in n8n.

2. Find the Agent Trigger Webhook Node

  1. In the open n8n workflow canvas, locate the node that is responsible for triggering the RecallSync agent (this is typically an HTTP Request node named something like TRIGGER_AGENT or a custom-named agent trigger node).

  2. Double-click the Agent Trigger node to open its settings.

3. Get the RecallSync Agent ID

  1. Go back to the RecallSync dashboard → Agents.

  2. Locate the new WhatsApp Agent (e.g., Whatsapp Q).

  3. Click the Copy icon next to the Agent ID.

4. Configure the Agent Trigger Node in n8n

  1. In the n8n Agent Trigger node settings, verify the following:

    • Method: Must be POST.

    • URL: Must be the RecallSync API endpoint for triggering agents.

      • Paste your Agent ID into the URL: https://app.recallsync.com/api/agent/[YOUR_AGENT_ID] (The video shows an example URL like https://dsync.com/api/agent/4c8f-a97e-467-8735-985).

    • Body Content Type: Set to JSON.

    • JSON Body: Ensure the JSON body contains the necessary data to pass the message and contact information to RecallSync. Key fields usually include:

      • leadId: Unique ID for the contact.

      • message: The content of the incoming message.

      • channel: Must be set to WHATSAPP.

5. Save and Activate the n8n Workflow

  1. Save the changes in the n8n workflow.

  2. Ensure the n8n workflow is Active/Running so it can execute when a new WhatsApp message is received.

Part 3: Testing the WhatsApp Agent

  1. Open WhatsApp on your device.

  2. Start a conversation with the WhatsApp number connected to your n8n workflow.

  3. Send an initial message (e.g., Hi, can you help with voice and text agents?).

Expected Flow and Verification

  1. The incoming WhatsApp message is received by your n8n setup (e.g., via a WhatsApp/API node).

  2. The n8n workflow executes and uses the Agent Trigger node (configured in the previous step) to send the message data to the RecallSync Agent.

  3. The RecallSync Agent (e.g., Whatsapp Q) processes the request, generates a response based on its AI Prompt, and sends the response back to the n8n workflow.

  4. The n8n workflow uses a final node (e.g., a Send Message node) to deliver the AI agent's response back to the user on WhatsApp.

  5. You should immediately receive the AI agent's response on your WhatsApp chat.

  6. You can also verify the conversation is recorded in the RecallSync dashboard under Conversations.