SDR Agent — WhatsApp Sales Automation

Overview

We built an AI SDR agent that qualifies leads end-to-end via WhatsApp for Agent+. Triggered by a Tally form, the agent creates a lead in Supabase and Notion CRM simultaneously, then initiates outreach with a personalized first message. Built across 5 n8n workflows: Redis buffering aggregates fragmented messages before the LLM call, multi-format support handles text, image, audio, and PDF, human takeover pauses the bot with a conversation summary, scheduled follow-up runs 2 parallel AI agents with Postgres Chat Memory, and a custom MCP Server exposes 4 Notion CRM tools for real-time lead status updates.

Technical Highlights

• 1Redis dual-purpose: message buffering + bot deactivation state via TTL
• 2MCP Server exposes 4 Notion CRM tools to the AI agent
• 3Human takeover: LLM summarizes full conversation, sends to human via WhatsApp
• 4Dual CRM: Supabase operational + Notion visual — synced on every action
• 5Follow-up workflow with 3 branches: cold leads, qualified, unresponsive