Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
This workflow implements a WhatsApp-based virtual restaurant assistant that automates customer interaction from the first message to post-dining follow-up. The system can receive messages either from WhatsApp or a chatbot interface, normalize the input, and process it through AI guardrails to ensure safe and relevant communication. Key Advantages 1. โ End-to-End Automation The workflow fully automates the customer journey: Message reception Menu delivery Customer data collection AI conversation Review request No manual intervention is required. 2. โ Omnichannel Interaction It works both with: WhatsApp (real users) Chat interface (for testing or website chatbot) This makes it flexible and easy to integrate into different touchpoints. 3. โ AI-Powered Customer Service The virtual waiter agent: Answers questions about dishes, ingredients, prices, allergens Provides recommendations Uses real-time API data (no hallucinations allowed by design) 4. โ Built-in Safety (Guardrails) The workflow includes AI guardrails to: Detect jailbreak attempts Block irrelevant or unsafe requests Ensure responses comply with predefined policies 5. โ Data Collection & CRM Integration Customer interactions are stored automatically in Google Sheets, enabling: Basic CRM functionality Customer tracking Future marketing actions 6. โ Personalized Experience Using session-based memory: The system remembers recent interactions Provides more contextual and coherent responses 7. โ Automated Marketing & Retention The delayed follow-up: Encourages customers to leave reviews Improves online reputation Increases customer engagement after the visit 8. โ Scalable & Modular Architecture The workflow is built with reusable components: AI agent API tools Messaging nodes This makes it easy to: Extend (e.g., reservations, payments) Adapt to different restaurants How it works This workflow automates a restaurant assistant that responds to customers via both WhatsApp and a chat widget on a website. When a customer sends a message, the system checks if it's a menu request or a general query. WhatsApp messages first go through a switch node that separates text from unsupported formats. If the message is text, it is normalized and passed to a guardrails node that detects jailbreak attempts. If a jailbreak is detected, a fallback message is sent. If safe, the system checks whether the user asked for the menu. If the user asks for the menu, the workflow saves the clientโs phone number and date to a Google Sheet, then sends a demo menu link via both WhatsApp and the chat interface. After a short wait (1 minute for chat, 2 hours for WhatsApp), the system sends a follow-up message asking for a Google review. If the user asks something else, the request goes to a virtual waiter agent. The agent uses a Gemini language model, a memory buffer to keep conversation context, and two tools: a calculator and an HTTP Request Tool that fetches the restaurant menu from a ForkMenu API. The agent answers strictly based on the retrieved menu data โ it never invents information. The response is then sent back to the customer via WhatsApp and the chat node. Set up steps Add credentials WhatsApp OAuth account (for WhatsApp Trigger) WhatsApp account (for sending messages) Google Gemini (PaLM) account (for the language models) Google Sheets account (to store customer data) Configure WhatsApp nodes Update the phoneNumberId in all WhatsApp send nodes Ensure the WhatsApp Trigger webhook is correctly connected to your Meta Business account. Set up Google Sheets Clone this Sheet Make sure the sheet contains columns CLIENT and DATE. Configure the menu API The HTTP Request Tool calls https://demo.forkmenu.com/api/menu/piatti/2?key=.... Replace the key and URL with your actual restaurantโs ForkMenu API credentials. Customize messages Edit the text in all Send message and Chat nodes (menu link, review request, jailbreak response, unsupported format message). Adjust timers The review request is sent after 2 hours for WhatsApp and 1 minute for the chat widget (for testing). Modify the Wait nodes as needed. Activate the workflow Toggle "active": true in the workflow JSON or click "Active" in the AlekSystem editor. Set up chat widget The When chat message received node requires an AlekSystem chat trigger. Embed the chat widget on your website using the AlekSystem chat embed code. ๐ Subscribe to my new YouTube channel. Here Iโll share videos and Shorts with practical tutorials and FREE templates for AlekSystem. Need help customizing? Contact me for consulting and support or add me on Linkedin.
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