Automation · AI Agent

Editorial Brand Site for a Luxury Custom Home Builder for a Web Design Agency

Customers ask questions on WhatsApp in whatever form is easiest: a typed message, a voice note, a photograph of a problem, or a PDF. This agent accepts all four, converts each into text, and answers from the client’s own documentation rather than from general knowledge.

Results at a Glance

4
Input types handled
3
Document formats parsed
1
Agent behind all of it

A support inbox where half the questions were not text at all

People do not write neat questions on WhatsApp. They record a voice note while walking, photograph the thing that is wrong, or forward a document and ask what it means. A bot that only reads typed text ignores a large share of what actually arrives.

So the workflow branches on message type before it thinks about answering. Audio is transcribed, images are described, documents are parsed, and only then does everything meet the same knowledge agent as plain text.

Industry Professional Services
Primary Result Voice, image and document questions answered without a human
Platforms
n8nOpenAIMongoDBWhatsApp
Services
Workflow designvector knowledge basemedia routingdeployment

The brief, and where the difficulty sat

Two problems at once. The first is media: four different input formats, each needing its own download and conversion path before it becomes something a language model can use. The second is accuracy: a support bot that invents answers is worse than no bot, so it had to answer from the client’s documents rather than from whatever the model already believed.

Voice notes are the default

A large share of WhatsApp questions arrive as audio. Ignoring them means ignoring the customers who are in the biggest hurry.

Attachments are not one format

PDF, XLS and XLSX each need a different extractor, and an unsupported file has to be answered rather than dropped.

A bot that guesses is worse than none

Answers had to come from the client’s documentation, not from the model’s general knowledge.

The knowledge has to stay current

If updating it needed a developer, it would go stale within a month.

The challenge was real, and it was costing time, money, and client experience.

How it was built

The WhatsApp trigger feeds a rules-based router that splits the message four ways. Text passes straight through. Voice notes are downloaded and transcribed. Images are downloaded and described. Documents go through a second router that picks the right extractor for PDF, XLS or XLSX, and returns a clear message rather than failing silently when the format is not supported.

All four branches converge on one knowledge agent. Its answers are grounded in a MongoDB vector store built by a separate ingestion pipeline: Google Docs come in, get split into sections, are chunked, embedded and stored. Updating the knowledge base is a document edit, not a developer task.

The solution was designed from the ground up to fit this exact business.

Route by message type

A rules node splits the WhatsApp trigger four ways before anything else happens.

Convert the media

Voice notes transcribed, images described, documents parsed by format-specific extractors.

Build the knowledge base

A separate pipeline chunks and embeds the client’s documents into a MongoDB vector store.

Answer and reply

One agent retrieves from the vector store and replies on the same WhatsApp thread.

Tools Used

Each tool chosen specifically for reliability, integration depth, and ease of use for the client.

n8n

Routing, media handling and orchestration.

OpenAI

Transcription, image description and answers.

MongoDB

Vector store for the knowledge base.

WhatsApp

The channel customers already use.

What shipped

One agent, four kinds of question, answering from the client’s own material.

4
Input types

Text, voice note, image and document, all on one thread.

3
Formats

PDF, XLS and XLSX, with a clear reply when a format is not supported.

1
Doc to update

Editing a Google Doc updates the knowledge base.

Before
Voice notes read and answered by hand
Attachments opened one at a time
Answers depending on who was online
Knowledge living in people’s heads
After
Voice, image and document questions answered automatically
Format-specific extraction with a graceful fallback
Answers grounded in the client’s own documents
Knowledge updated by editing a document

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