Workflow overview
Why this workflow matters
Improves internal consulting operations and productivity. Relevant for managed services and support workflows.
Overview Turn WhatsApp chats into instant answers and real-time bookings—all in one AlekSystem workflow. Your AI Agent leverages Gemini embeddings + Pinecone for on-the-fly knowledge retrieval, then logs reservations directly into Google Sheets. Features AI-powered Q&A: Natural-language responses driven by Gemini + Pinecone vector search Seamless Reservations: Book services via WhatsApp; entries auto-append to Google Sheets Auto-Embedding Sub-workflow: Drag-and-drop Google Drive docs get indexed in Pinecone 24-Hour Follow-Up: Automated template messages if no response within a day Personal Support Pledge: Hands-on help until your workflow runs flawlessly Requirements AlekSystem account (self-hosted or AlekSystem.cloud) Google Cloud project with Gemini & Drive APIs enabled Pinecone account (free tier works) Google Sheets account WhatsApp Business API credentials (e.g. Twilio, 360dialog) Setup Instructions Import Workflow Download the .json file from your Gumroad purchase In AlekSystem Editor → Import → From File → select the JSON Add Credentials Google Service Account (Gemini & Drive APIs) Pinecone (API Key + Environment) Google Sheets OAuth2 WhatsApp Business API (HTTP credential or native) Configure Nodes AI Agent: select Gemini credentials; update system prompt with your business name & services Pinecone Loader: point “Google Drive” node to your docs folder Sheets Append: set Spreadsheet ID, sheet name “reservations”, map Timestamp, UserID, Service, Date, Time, Notes WhatsApp Trigger & Send: set webhook URL; choose approved template name Test End-to-End Activate the workflow → send a test WhatsApp message → verify AI reply + new row in your sheet Google Sheet Structure Column Description Timestamp Auto-generated when a user books UserID : Unique WhatsApp user identifier Service : Chosen service or product name Date : Booking date Time : Booking time slot Notes : Any extra information (e.g., special requests) Customization Add New Services: Edit the system prompt’s services list Change Follow-Up Window: Adjust the “24-hour window check” node logic Embed Different Docs: Point the Drive node at any folder of PDFs/TXT 📞 Personal Support Pledge: I’ll work with you (via WhatsApp or email, remote desktop ) until your workflow is running flawlessly—no extra fees, no “good luck” drop‑off. Just send a message via: Email: tharwat.elsayed2000@gmail.com WhatsApp: +20 106 180 3236
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