How to Automate Sales Across WhatsApp, SMS & Email

👑

Hey Academy,

Templates are in the No-Code Architects.

What if your AI sales agent could follow up with leads across WhatsApp, SMS, email, and more—without ever losing context?

In this video, I'll show you how to build a complete multi-channel AI sales agent in n8n that maintains conversation memory no matter which platform your leads use. You'll learn how to set up a custom CRM in Airtable, unify incoming messages from different channels, and use a single lead ID to track conversations across platforms.

I'll walk through the entire automation step-by-step: setting up Twilio for WhatsApp and SMS, creating a code module that standardizes inputs, configuring Postgres chat memory in Supabase, and building an AI agent that collects lead information before answering product questions. By the end, you'll have a 24/7 sales system that works seamlessly across every channel.

4 comments