- Automatically tag customers based on their input data.
- Log customer interactions in Google Sheets for better tracking.
- Utilize AI to enhance customer relationship management.
Trigger the workflow via a webhook when customer data is received. Split the incoming text data into manageable chunks. Generate embeddings for the text to facilitate tagging. Insert the processed data into a Pinecone vector database. Query the database for relevant tags and context. Log the results in Google Sheets for record-keeping. Send alerts via Slack for any errors during processing.
- 1Import the Customer Auto-tagging workflow template.
- 2Configure the webhook trigger with the desired endpoint.
- 3Set up the Google Sheets integration with your account.
- 4Connect the Pinecone and OpenAI integrations with your credentials.
- 5Test the workflow by sending sample data to the webhook.