AI Customer Service Automation Setup

Job ID: 40289792

Budget: $250 – $750 USD

I need an experienced automation developer to connect our 5PM project-management instance with n8n and the WhatsApp Business API so that our contractors experience faster, more consistent customer service. The goal is to let a query arrive on WhatsApp, have n8n classify and route it automatically, log the exchange inside 5PM, and feed key metrics to a live data dashboard.

You will design, build, and document the complete flow:

• n8n workflows that watch for incoming WhatsApp messages, apply simple AI routing logic, trigger templated replies, and open or update the matching task in 5PM.
• Secure integration with the WhatsApp Business API, including message templates and webhook configuration.
• Reliable sync of conversation and task data into a dashboard (I’m flexible on the BI layer—Google Data Studio, Power BI, or a native n8n dashboard are all acceptable as long as the information is visual and near-real-time).
• Deployment notes so I can reproduce the setup in staging and production.

I’ll consider the job complete when I can see a contractor’s WhatsApp inquiry appear in 5PM within seconds, receive an automated but context-appropriate reply, and watch the resulting metrics update on the dashboard without manual intervention.