AI agent in chat for CRM and calendar management via na

This automation template enables chat-based control of CRM and calendar systems using an AI agent built on n8n and LangChain. Users send natural language messages, which the agent interprets with context awareness to perform actions across connected systems. Eliminates the need for direct UI access to CRM or calendar tools.

## Who it´s for
- Sales managers managing contacts and deals via chat
- Administrators booking appointments without direct calendar access
- Support teams automating routine CRM operations
- Executives tracking tasks and opportunities through messengers
- SaaS companies implementing voice/chat interfaces to internal systems

## What the automation does
- Triggers on incoming chat messages to initiate actions
- Uses LangChain AI Agent to interpret user intent (find, create, update)
- Performs CRM operations: retrieve, create, and update contacts, deals, and tasks
- Interacts with calendar: checks free slots and books appointments
- Maintains conversation memory for contextual understanding
- Leverages OpenAI for natural language processing and response generation

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic powered by LangChain
- Integrations with CRM, calendar, and chat interface
- Configurable AI tools: Get Contact, Create Opportunity, Book Appointment, etc.
- Basic text guide for deployment and adaptation

## Requirements for setup
- n8n account with workflow execution access
- API keys or credentials for CRM and calendar services
- Configured chat interface (e.g., Telegram, Slack, web chat)
- OpenAI API key
- Basic familiarity with n8n node configuration

## Benefits and outcomes
- Reduced time spent on CRM and calendar routine tasks
- Faster response to user requests via chat
- Minimized data entry errors
- Unified management interface via messenger
- Scalable solution for support and admin use cases
- Context-aware interactions due to dialogue memory

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.