Templates / Handle WhatsApp customer chats with Evolution API, Claude, Notion, and Sheets

Handle WhatsApp customer chats with Evolution API, Claude, Notion, and Sheets

Needs changes

by Mark Cifral · 755 views · created 2026-05-05 · Support Chatbot, AI Chatbot

Needs 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 to replace before upgrading

Removed in 3.0Replace with
AI Agent v1 (old agent modes)
Generate Response1 (v1.8)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (17)

OpenAIInformation ExtractorAnthropic Chat ModelGoogle SheetsAI AgentSimple MemoryTelegramNotionSentiment Analysis

What it does

WhatsApp AI Chatbot with Evolution API + Notion CRM What this template does This workflow turns your WhatsApp Business number into a 24/7 AI-powered customer assistant — without any third-party chatbot platform. It receives incoming WhatsApp messages via Evolution API, understands the customer's intent, generates a conversational response using Claude AI, and sends it back — all within seconds. When the conversation requires human attention, the bot alerts you on Telegram and automatically pauses itself for that contact in your Notion CRM so you can take over seamlessly. This is a production-ready workflow built to handle real inbound traffic. It has been tested with cold outreach leads, inbound inquiries, and voice messages. --- Key features Multi-modal input Handles both text messages and voice notes. Voice messages are transcribed via OpenAI Whisper before being processed by the AI. Smart auto-reply filter A Sentiment Analysis node detects automatic replies (out-of-office bots, delivery confirmations) and silently discards them before the AI agent triggers — preventing the bot from responding to other bots. Notion CRM integration Every incoming message is matched against your Notion database by phone number. Known leads get their status updated. New contacts are created automatically. The bot also checks a WA ChatBot Status field (Active/Paused) before responding — so you can pause the bot per contact directly from Notion. Outreach-aware responses If you use WhatsApp for cold outreach (paired with an outreach workflow), this bot reads the lead's personalizationnote and painpoint from Notion and uses them to personalize replies. The AI knows who contacted whom first and adjusts its tone accordingly. Human-in-the-loop escalation When the AI detects buying intent, frustration, or a request it cannot handle, it: 1. Sends a full-context alert to your Telegram 2. Sets WA ChatBot Status = Paused in Notion for that lead 3. Stops auto-replying until you manually re-activate it Dynamic knowledge base (Google Sheets) Business info, products/services, and FAQs live in a Google Sheet with 3 tabs. Update your sheet — the bot adapts instantly. No redeployment needed. Format Cleaner AI responses are automatically stripped of markdown before sending (WhatsApp renders bold as literal asterisks — this node fixes that). Conversation memory Uses n8n's buffer window memory with phone number as session key. Remembers the last 10 message exchanges per contact. --- How it works WhatsApp Message ↓ Evolution API Webhook ↓ Detect Message Type (normalize payload) ↓ Skip Event? (groups, fromMe, empty text) → skip silently ↓ Is Voice? → Prepare Audio → Transcribe (Whisper) ↓ Sentiment Analysis → Automatic Reply? → skip silently ↓ Check Leads (Notion DB lookup by phone) ↓ Normalize & Match → isknownlead, botstatus, outreach context ↓ Bot Status = Paused? → skip silently ↓ Information Extractor (intent, replysentiment, urgency, needshuman) ↓ Read Business Info + Products + FAQs (Google Sheets) ↓ Build Context (combines KB + lead context) ↓ Wait 10s (avoids responding before user finishes typing) ↓ Generate Response (Claude Haiku, conversation memory) ↓ Format Cleaner (strip markdown) ↓ Send WhatsApp Reply (Evolution API) ↓ Format for Log → Log Conversation (Google Sheets) ↓ Alert Owner? → IF needshuman: → Telegram alert → Pause ChatBot (Notion update: WA ChatBot Status = Paused) ↓ Phone Match (known lead?) → Update Lead Status (Last Contact + WA Status) → Create New Lead (if new contact) ↓ Respond 200 OK --- What you need Infrastructure - Evolution API (self-hosted or cloud) — WhatsApp messaging layer - n8n (self-hosted or cloud) — this workflow runs here Credentials (configure in n8n) | Credential | Used for | |---|---| | Anthropic API | Information Extractor + Response Generation (Claude Haiku) | | OpenAI API | Voice transcription (Whisper) — optional if no audio support needed | | Google Sheets OAuth2 | Knowledge base reads + conversation log | | Notion

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