SEB AI Chatbot + n8n + Google Calendar
This intelligent chatbot system automates lead qualification, captures borrower details, and schedules appointments directly into your calendar all in real time. Built specifically for mortgage workflows, it ensures structured data collection, smart conversation handling, and seamless CRM integration — helping your team convert more leads with less manual effort.
What This Template Does?
- Qualifies leads for purchase or refinance
- Captures borrower details (name, phone, email, goals)
- Uses AI-driven conversational flow
- Handles natural language date/time parsing
- Automatically books appointments in Google Calendar
- Stores structured data for CRM / dashboards
- Applies validation for phone, email, and inputs
- Detects user intent (schedule, inquiry, support)
- Supports fallback + human handoff
- Provides instant responses using FAQ knowledge base
Step-by-Step Setup Instructions
- Import workflow into n8n
- Connect OpenAI (chat intelligence)
- Configure Google Calendar credentials
- Set up webhook endpoint for chatbot
- Connect SEBVM backend (chat/session APIs)
- Configure MongoDB (loan officers directory)
- Add environment variables (tokens, auth)
- Test chat flow with sample user queries
- Deploy chatbot UI on website
- Activate live lead capture + booking
Features
- Real-time AI conversation handling
- Mortgage-specific qualification logic
- Smart appointment booking automation
- Loan officer directory integration
- Intent-based conversation switching
- HTML-formatted chatbot responses
- Calendar availability validation
- Secure session + message logging
- Multi-step conversational memory
- Fallback handling for unsupported queries
Key Benefits
- Automates lead qualification 24/7
- Eliminates manual appointment booking
- Improves lead conversion rate
- Reduces workload on loan officers
- Instant response to inquiries
- Structured data for better sales tracking
- Scales without additional manpower
Requirements
- OpenAI API key
- n8n (self-hosted or cloud)
- Google Calendar OAuth connection
- SEBVM backend (chat + auth APIs)
- MongoDB (loan officers collection)
- Domain for chatbot integration
- Basic webhook routing setup
Target Audience
- Mortgage companies
- Loan officers & brokers
- Real estate agencies
- Lead generation teams
- Sales automation teams
- Digital agencies building AI systems