LeadChat Booker — conversational lead capture that schedules
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 13 nodes and runs when a chat message arrives. Along the way it connects OpenAI Chat Model, Salesforce, Send Email and Slack and 1 more.
How it runs
Trigger: When a chat message arrives.
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; 9 tools (Think, create_lead, update_lead, get_products…); memory: Simple Memory
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (9)
- AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Salesforce Tool
n8n-nodes-base.salesforceTool - Think Tool
@n8n/n8n-nodes-langchain.toolThink - Email Send Tool
n8n-nodes-base.emailSendTool - Slack Tool
n8n-nodes-base.slackTool - Http Request Tool
n8n-nodes-base.httpRequestTool - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger
From the author
Real Working Demo https://crmaiinsight.com/leadbot How It Works (High-Level) 1) Chat > Capture LeadBot greets, collects Full Name → Email → Mobile (optional) → Product interest via friendly chat (no forms). - Validates email/phone, confirms inputs,…