AI SDR via WhatsApp for Medical Clinics

This AI-powered SDR (Sales Development Representative) workflow automates lead intake for medical clinics using WhatsApp and Supabase. It captures and registers new leads automatically, checks for duplicates, and stores them in your database with tracking metadata like source, timestamp, and channel — all in real time.

📌 Who is this for?

Medical clinics, dental offices, and healthcare service providers that want to automate the first contact with potential patients, reduce manual data entry, and ensure no lead is missed.

💡 What problem does this solve?

Manual lead registration is error-prone, time-consuming, and inefficient — especially via WhatsApp. This workflow ensures that:

• Leads are captured instantly
• Duplicate checks are automatic
• Data is consistently formatted
• All leads are centralized in Supabase for easy access

⚙️ How the workflow works

1. Trigger: Receives messages via a WhatsApp webhook (via Evolution API).
2. Phone Extraction: Extracts and sanitizes the phone number from the message.
3. Lead Lookup: Checks Supabase for existing leads using the phone.
4. Lead Creation: If the phone is not found, it creates a new lead with metadata.

🗃️ Supabase Table Structure (Required Columns)

Your Supabase table leads must include at least the following columns:

ColumnTypeDescriptionphonetextPhone number of the lead (formatted digits)graduation_datetextPlaceholder or real datehs_state_codetimestampTimestamp of lead registrationmilitary_statustimestampTimestamp for status trackingdegreetextLead source (e.g., “Desconhecido”)industryintegerTimestamp as ID-like valuehs_roletextSource channel (e.g., webhook apikey)job_functiontextInstance identifiersalutationtextServer or environment name

🛠️ Setup Instructions (Step-by-step)

1. Webhook Configuration

• Configure your WhatsApp integration (e.g., Evolution API).
• Point incoming messages to the webhook path:
  POST /sdr/agentAI

2. Supabase Connection

• Set up a Supabase project and table as described above.
• Create and store your Supabase API credentials securely in n8n.
• Use the default table leads or rename it and update in the workflow.

3. API Key Handling (Optional)

• The webhook expects extra fields like:
  • apikey, instance, server_url
• These are used to enrich lead data with channel/source metadata.

🎯 Customization Tips

• Table/column changes: You can add more fields or rename columns by updating the Create Lead node.
• Validation logic: Modify the Lead Found logic to include email or other fields.
• Lead scoring: Add a node to assign priority based on keywords or time of day.
• CRM Integration: Connect Supabase to external CRM like HubSpot or Pipedrive.

✅ Works with n8n Open Source (self-hosted only)

🌐 For this and other ready-to-use workflows or support, visit iloveflows.com

SDR com IA via WhatsApp para Clínicas Médicas

Este fluxo automatiza o primeiro contato com potenciais pacientes via WhatsApp, realizando captura e registro automático de leads no Supabase. Ele verifica duplicidade, adiciona dados de rastreio (como fonte e horário) e mantém tudo padronizado.

📌 Para quem é

Clínicas médicas, odontológicas ou laboratórios que desejam automatizar a captação de leads, reduzir tarefas manuais e evitar perder contatos.

💡 Qual problema resolve?

Registrar leads manualmente é demorado e sujeito a erros. Este fluxo:

• Captura leads automaticamente
• Verifica se o contato já existe
• Formata o telefone corretamente
• Centraliza os dados no Supabase

⚙️ Como o fluxo funciona

1. Disparo: Recebe mensagens via webhook do WhatsApp.
2. Extração: Limpa e formata o número de telefone.
3. Consulta: Verifica se o telefone já existe no Supabase.
4. Criação: Se for novo, registra com dados extras como canal e horário.

🗃️ Estrutura da Tabela no Supabase

Sua tabela leads precisa dos seguintes campos:

ColunaTipoDescriçãophonetextoTelefone do lead (apenas números)graduation_datetextoData fictícia ou realhs_state_codetimestampData/hora do registromilitary_statustimestampOutro timestamp de controledegreetextoOrigem (ex: “Desconhecido”)industryinteiroValor gerado com base em hora atualhs_roletextoCanal (ex: apikey do webhook)job_functiontextoNome da instânciasalutationtextoNome do servidor

🛠️ Instruções de Configuração

1. Webhook

• Aponte o webhook do WhatsApp (Evolution API) para:
  POST /sdr/agentAI

2. Supabase

• Crie uma tabela com os campos acima.
• Conecte o Supabase ao n8n e configure as credenciais.

3. Dados extras (opcional)

• O webhook pode enviar:
  • apikey, instance, server_url
• Esses campos são salvos junto com o lead.

🎯 Dicas de Personalização

• Adicione mais campos no Supabase e no nó Criar Lead.
• Use lógica condicional para validar e-mails ou outras informações.
• Conecte a um CRM como Pipedrive ou HubSpot.

✅ Funciona no n8n Open Source (self-hosted)

🌐 Para esses e outros workflows prontos ou suporte, acesse iloveflows.com