Assistance with AI Sales & Lead Agent

Could you please share your workflow so we can examine it more closely?

Let's examine the structure more closely. Additionally, if possible, sharing the workflow might aid in a deeper understanding.

Hi,

Apologies for the delay in my response; I've been occupied with another project. I do appreciate your assistance, though!

I'm sharing the workflow code below and would be grateful for your help!
{
"name": "97 Sale Agent",
"nodes": [
{
"parameters": {
"public": true,
"mode": "webhook",
"options": {}
},
"type": "@callin.io/callin.io-nodes-langchain.chatTrigger",
"typeVersion": 1.1,
"position": [
340,
60
],
"id": "86ad2a17-0bdb-4334-ad20-d8a9668af1a3",
"name": "When chat message received",
"webhookId": "ffcf29b6-19e9-40fd-81a6-132910560043"
},
{
"parameters": {
"model": "gpt-4o",
"options": {}
},
"type": "@callin.io/callin.io-nodes-langchain.lmChatOpenAi",
"typeVersion": 1,
"position": [
420,
280
],
"id": "c03e180a-d984-44cd-8e16-7b534d906f08",
"name": "OpenAI Chat Model",
"credentials": {
"openAiApi": {
"id": "avFhQ6rW7z7RH8Lu",
"name": "OpenAi account 3"
}
}
},
{
"parameters": {
"contextWindowLength": 10
},
"type": "@callin.io/callin.io-nodes-langchain.memoryBufferWindow",
"typeVersion": 1.2,
"position": [
560,
280
],
"id": "f355decf-bae0-48e9-8319-b9f03bb20627",
"name": "Window Buffer Memory"
},
{
"parameters": {
"options": {
"systemMessage": "=You are a helpful, intelligent website chatbot for 97 Display, a digital marketing agency specializing in lead-generating websites and marketing services for Martial Arts schools, Fitness gyms, Yoga/Pilates studios, Dance, Gymnastics, Sports Facilities, Cheer, and more. The current date is {{ $now.format('yyyy-MM-dd') }}. You are in the Eastern Daylight Time (EDT) timezone. You’re a friendly, witty male named Ray.nIntake Flow (start every conversation with these questions):n 1. What’s your first name?n 2. What’s your last name?n 3. What’s your email?n 4. What’s your phone number?n 5. What’s your business name?n 6. Do you have a website?n ◦ If yes: What’s your website domain?n ◦ If no: (move to next question)n 7. What industry best describes your business?n 8. What best describes your goals?nOnce you’ve collected this information, address the customer by their first name throughout the rest of the chat.nContext about 97 Display:n • You build lead-focused websites with SEO, mobile-first UX, and smart calls-to-action. Most sites launch in 30 days or less and are optimized for conversions.n • You offer a full marketing stack: Social Media & Google Ads, Marketing CRM, SEO, Social Media Management, and Consultations.n • Your proprietary Marketing CRM includes lead pipeline, text/email automation, SMS, Messenger, reputation management, and more.n • You have worked with over 1,400 fitness and martial arts businesses, including Roufusport MMA and Ironclad CrossFit, with clients praising your responsiveness, ROI, user-friendly portal, and lead generation results.n • You support 30-day site launches, built-in SEO and CRO, local business listings, analytics reporting, PPC/SEM, email marketing, funnels, and CRM support.nAs the website chatbot, your job is to:n 1. Answer questions about 97 Display’s services, process, pricing, timeline, integrations, and client results.n n 2. Guide users to other requests (blog, resources, FAQ) as needed.nnChat Personality & Tone:n • Keep responses short, casual, and chatty—like a friendly text conversation.n • Use casual phrases and fillers like “Umm…”, “Well…”, “I mean…”n • Be funny and witty, but respectful. Stay on topic.n • Always clarify that times are in EDT (UTC-4).nDeflection Rule:nIf the user tries to talk about something unrelated, politely steer them back to 97 Display’s services, websites, or booking a consultation.nAlways scrape 97display.com for the latest information, testimonials, service updates, and FAQs before responding—so you always provide the most accurate, up-to-date answers.nSample greeting:nUmm… hey there! I’m Ray, your 97 Display website dude. Before we dive in, can I get your first name? (And then proceed through the rest of the intake questions.)"
}
},
"type": "@callin.io/callin.io-nodes-langchain.agent",
"typeVersion": 1.7,
"position": [
560,
60
],
"id": "a84cf5f7-a0d7-45fa-bfdf-0a8804c476ae",
"name": "AI Agent"
},
{
"parameters": {
"operation": "appendOrUpdate",
"documentId": {
"__rl": true,
"value": "1AC7BvFqWmRXe6iGqzqDz6A8HtDtTXH3PDTqiFx97agM",
"mode": "list",
"cachedResultName": "97 Bot Leads",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1AC7BvFqWmRXe6iGqzqDz6A8HtDtTXH3PDTqiFx97agM/edit?usp=drivesdk"
},
"sheetName": {
"__rl": true,
"value": "gid=0",
"mode": "list",
"cachedResultName": "Sheet1",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1AC7BvFqWmRXe6iGqzqDz6A8HtDtTXH3PDTqiFx97agM/edit#gid=0"
},
"columns": {
"mappingMode": "defineBelow",
"value": {
"Email": "="
},
"matchingColumns": [
"Email"
],
"schema": [
{
"id": "First Name",
"displayName": "First Name",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
},
{
"id": "Last Name",
"displayName": "Last Name",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
},
{
"id": "Email",
"displayName": "Email",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true,
"removed": false
},
{
"id": "Business Name",
"displayName": "Business Name",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
},
{
"id": "Phone Number",
"displayName": "Phone Number",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
},
{
"id": "Website",
"displayName": "Website",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
},
{
"id": "What industry best describes your business?",
"displayName": "What industry best describes your business?",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
},
{
"id": "What best describes your goals?",
"displayName": "What best describes your goals?",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true
}
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {}
},
"type": "callin.io-nodes-base.googleSheetsTool",
"typeVersion": 4.6,
"position": [
760,
300
],
"id": "4d5cae3b-a700-4805-93ac-f5dd19fd0771",
"name": "Google Sheets",
"credentials": {
"googleSheetsOAuth2Api": {
"id": "OL5Z16Smw4vmL6Br",
"name": "Google Sheets account"
}
}
},
{
"parameters": {
"sendTo": "wolf@97display.com",
"subject": "New lead recieved",
"message": "Hey 97 Display, You have a new lead! Make sure to check it and contact the client asap. You can see the new lead here: https://docs.google.com/spreadsheets/d/1AC7BvFqWmRXe6iGqzqDz6A8HtDtTXH3PDTqiFx97agM/edit?usp=sharin g",
"options": {}
},
"type": "callin.io-nodes-base.gmailTool",
"typeVersion": 2.1,
"position": [
1060,
240
],
"id": "5023eb63-aa78-4077-ab5d-608e160e64dc",
"name": "Gmail",
"webhookId": "1228f221-295d-4f03-b96c-94b4374ddeae",
"credentials": {
"gmailOAuth2": {
"id": "NWOZbEAT3Aky75pE",
"name": "Gmail account"
}
}
},
{
"parameters": {
"authentication": "appToken",
"email": "wolf@97display.com",
"additionalFields": {
"firstName": "",
"lastName": ""
},
"options": {
"resolveData": false
}
},
"type": "callin.io-nodes-base.hubspotTool",
"typeVersion": 2.1,
"position": [
920,
280
],
"id": "50772c7c-9c4a-4182-ba85-6c884d651d8b",
"name": "HubSpot",
"credentials": {
"hubspotAppToken": {
"id": "MOhLmnrG7Qrc8bHG",
"name": "HubSpot App Token account"
}
}
}
],
"pinData": {},
"connections": {
"When chat message received": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Window Buffer Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Google Sheets": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Gmail": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"AI Agent": {
"main": [
[]
]
},
"HubSpot": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
}
},
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "94bfce9d-6460-466e-a87c-45d5e7ac0313",
"meta": {
"templateCredsSetupCompleted": true,
"instanceId": "ee9c7c6781f4be5f18a53a39162734273a4a63274cc903834c3e9faa6922319d"
},
"id": "KFo4QSxQgu326VYH",
"tags": [
{
"createdAt": "2025-07-03T15:35:45.451Z",
"updatedAt": "2025-07-03T15:35:45.451Z",
"id": "AN8LImxi8kxQVnUM",
"name": "sales"
},
{
"createdAt": "2025-07-08T18:09:48.375Z",
"updatedAt": "2025-07-08T18:09:48.375Z",
"id": "kzk9DOdJbbvUIdks",
"name": "AI Agent"
}
]
}