n8n: Chatbot kann Daten aus dem CRM abfragen und Supportanfragen hinterlegen

Chatbots sind eigentlich cool, aber nerven auch, wenn sie nur allgemein nett sind und keine nützlichen Infos kennen oder zu relevanten Dingen aussagekräftig sind.

Das kann man mit Tool Support ändern. In diesem Video erkläre ich, wie man einen Chatbot mit dem Launix-System verbinden kann.

Hier der Code zum Kopieren nach n8n:

{
  "nodes": [
    {
      "parameters": {
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "typeVersion": 1.3,
      "position": [
        0,
        0
      ],
      "id": "0f882a01-7435-4146-a2e6-ac10188a3a28",
      "name": "When chat message received",
      "webhookId": "5e92851c-6277-4cda-af83-1cf819859ac9"
    },
    {
      "parameters": {
        "options": {
          "systemMessage": "When you extract data from customers and you know a customer ID, you can build a link like [customer name](https://launix.de/fop/crm-neu/Tables/Kunde/view?id=ID)"
        }
      },
      "type": "@n8n/n8n-nodes-langchain.agent",
      "typeVersion": 2.2,
      "position": [
        208,
        0
      ],
      "id": "c6286e3b-94bb-4761-b880-c59e8ef741fc",
      "name": "AI Agent"
    },
    {
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.2,
      "position": [
        80,
        208
      ],
      "id": "a45c8e47-dffa-497e-8e97-301a810ed811",
      "name": "OpenAI Chat Model",
      "credentials": {
        "openAiApi": {
          "id": "bvaEo3Nx6CCGnXwt",
          "name": "OpenAi account"
        }
      }
    },
    {
      "parameters": {},
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "typeVersion": 1.3,
      "position": [
        224,
        208
      ],
      "id": "2e2bc98a-e1d2-4eb9-a6c2-ddbe425ad1b2",
      "name": "Simple Memory"
    },
    {
      "parameters": {
        "descriptionType": "manual",
        "toolDescription": "wenn informationen über kunden geholt werden sollen",
        "table": {
          "__rl": true,
          "value": "Kunde",
          "mode": "list",
          "cachedResultName": "Kunde (kunde)"
        },
        "operation": "list",
        "filterparams": "={{ $fromAI('Filter_and_Sort_Parameters', `json object with the following keys allowing to filter:\n - filter_kunde_name for surnames\n - filter_kunde_vorname for first names\n - limit: 1 to retrieve only one item\n - filter_kunde_firma to filter for company\nempty json object {} to fetch all`, 'string') }}"
      },
      "type": "n8n-nodes-launix.launixNodeTool",
      "typeVersion": 1,
      "position": [
        416,
        208
      ],
      "id": "0398b050-1365-4274-bc14-76bdc1dabd55",
      "name": "Daten abfragen",
      "credentials": {
        "launixCredentialsApi": {
          "id": "Uco1GL0LH7PpNaTY",
          "name": "Launix Credentials account"
        }
      }
    },
    {
      "parameters": {
        "descriptionType": "manual",
        "toolDescription": "when something is told that our company should know about the conversation",
        "table": {
          "__rl": true,
          "value": "KundeHistory",
          "mode": "list",
          "cachedResultName": "Kommunikationsereignis (kundeHistory)"
        },
        "operation": "create",
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "notiz": "={{ $fromAI('Notiz__notiz_', `write down important information about what the customer needs`, 'string') }}"
          },
          "matchingColumns": [],
          "schema": [
            {
              "id": "date",
              "displayName": "Datum (date)",
              "required": false,
              "defaultMatch": false,
              "display": true,
              "type": "string",
              "canBeUsedToMatch": true,
              "readOnly": false,
              "removed": true
            },
            {
              "id": "user",
              "displayName": "Mitarbeiter (user)",
              "required": false,
              "defaultMatch": false,
              "display": true,
              "type": "string",
              "canBeUsedToMatch": true,
              "readOnly": false,
              "removed": true
            },
            {
              "id": "parent",
              "displayName": "Kunde (parent)",
              "required": false,
              "defaultMatch": false,
              "display": true,
              "type": "string",
              "canBeUsedToMatch": true,
              "readOnly": false,
              "removed": true
            },
            {
              "id": "aktion",
              "displayName": "Aktion (aktion)",
              "required": false,
              "defaultMatch": false,
              "display": true,
              "type": "string",
              "canBeUsedToMatch": true,
              "readOnly": false,
              "removed": true
            },
            {
              "id": "notiz",
              "displayName": "Notiz (notiz)",
              "required": false,
              "defaultMatch": false,
              "display": true,
              "type": "string",
              "canBeUsedToMatch": true,
              "readOnly": false,
              "removed": false
            },
            {
              "id": "to-campaign",
              "displayName": "Kampagne (to-campaign)",
              "required": false,
              "defaultMatch": false,
              "display": true,
              "type": "string",
              "canBeUsedToMatch": true,
              "readOnly": false,
              "removed": true
            }
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        }
      },
      "type": "n8n-nodes-launix.launixNodeTool",
      "typeVersion": 1,
      "position": [
        576,
        240
      ],
      "id": "110afb33-35d6-459e-b113-10605f6c9374",
      "name": "Notizen anlegen",
      "credentials": {
        "launixCredentialsApi": {
          "id": "Uco1GL0LH7PpNaTY",
          "name": "Launix Credentials account"
        }
      }
    }
  ],
  "connections": {
    "When chat message received": {
      "main": [
        [
          {
            "node": "AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Simple Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Daten abfragen": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Notizen anlegen": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  },
  "pinData": {},
  "meta": {
    "templateCredsSetupCompleted": true,
    "instanceId": "5d646b97a6f5b390970161e7d5b6c2999c720df20b57515df0439cbab498ca6c"
  }
}