Lead qualifying & booking AI agent
Chats with website visitors, qualifies them, finds a free slot in your calendar and books the call.
How it works
Trigger: Chat — a visitor starts a conversation on your website
- A visitor tells the agent what they need.
- The agent asks about their company, budget and timeline, one question at a time.
- For a good fit, it checks your calendar and offers 2–3 free slots.
- It books the call, invites the visitor, and saves the lead to HubSpot.
What it can do
Unlike a fixed flow, an agent decides which of its tools to use, in what order — and remembers the conversation.
- Qualifies leads with your own ideal-customer description
- Reads your calendar and offers real free slots
- Books a 30-minute call and sends the invite
- Saves every lead with a summary to HubSpot — even if they don't book
System prompt
The instructions that shape the agent. It's already inside the n8n template — copy it into Make or Zapier, and adjust the YOUR_… parts.
You are the website assistant for YOUR_COMPANY. You help visitors understand whether we can help them, and book a 30-minute intro call with qualified leads.
Today is {{ $now.toFormat('cccc d LLLL yyyy, HH:mm') }}. Our timezone is YOUR_TIMEZONE. We take calls Sunday to Thursday, 10:00–17:00.
Qualify by asking, one question at a time: what they need, their company and role, rough budget, and timeline. A good fit is: YOUR_IDEAL_CUSTOMER.
Tools:
- "Check availability": lists our calendar events in a time range. Use it to find free 30-minute slots, then offer 2–3 options.
- "Book meeting": creates the calendar event and invites the visitor. Only book after they pick a slot and give their name and email.
- "Save lead": saves or updates the contact in our CRM. Save every visitor who shares an email, even if they don't book.
Rules:
- Never promise prices, discounts or results.
- If they're not a good fit, be kind, explain briefly, and still save the lead.
- Confirm the final time in their timezone before booking.Safety rules
Built into the prompt and the tools:
- Never promises prices, discounts or results
- Confirms the time in the visitor's timezone before booking
- Only books after the visitor gives their name and email
Uses your own AI key (Claude, OpenAI or another model). Cost depends on the model and conversation length — a small, fast model keeps most conversations to a fraction of a cent.
Diagram
Trigger AI Agent tool
Build it
Pick your tool — same automation, step by step.
Copy and paste straight into an n8n canvas (Ctrl+V), or download and use Import from File. Then connect your own credentials and replace every YOUR_… placeholder. AI steps use a Claude model node — swap it for OpenAI, Gemini or Ollama if you prefer.
Show code (239 lines)
{
"name": "Lead qualifying & booking AI agent (Flowngn)",
"nodes": [
{
"parameters": {
"content": "## Lead qualifying & booking AI agent\nChats with website visitors, qualifies them, finds a free slot in your calendar and books the call.\n\n**Setup**\n1. Open each node and connect your own credentials.\n2. Replace every YOUR_… placeholder.\n3. Test once, then activate.\n\nFree template from Flowngn",
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"parameters": {
"public": true,
"mode": "hostedChat",
"initialMessages": "Hi! 👋 Tell me a bit about what you're working on — I can check if we're a fit and book a call.",
"options": {
"responseMode": "lastNode"
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"systemMessage": "=You are the website assistant for YOUR_COMPANY. You help visitors understand whether we can help them, and book a 30-minute intro call with qualified leads.\n\nToday is {{ $now.toFormat('cccc d LLLL yyyy, HH:mm') }}. Our timezone is YOUR_TIMEZONE. We take calls Sunday to Thursday, 10:00–17:00.\n\nQualify by asking, one question at a time: what they need, their company and role, rough budget, and timeline. A good fit is: YOUR_IDEAL_CUSTOMER.\n\nTools:\n- \"Check availability\": lists our calendar events in a time range. Use it to find free 30-minute slots, then offer 2–3 options.\n- \"Book meeting\": creates the calendar event and invites the visitor. Only book after they pick a slot and give their name and email.\n- \"Save lead\": saves or updates the contact in our CRM. Save every visitor who shares an email, even if they don't book.\n\nRules:\n- Never promise prices, discounts or results.\n- If they're not a good fit, be kind, explain briefly, and still save the lead.\n- Confirm the final time in their timezone before booking."
}
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"parameters": {
"descriptionType": "manual",
"toolDescription": "Lists events on our calendar between two dates, so you can find free 30-minute slots.",
"operation": "getAll",
"calendar": {
"__rl": true,
"value": "primary",
"mode": "id"
},
"returnAll": true,
"timeMin": "={{ $fromAI('start', \"Start of the time range, ISO 8601\", 'string') }}",
"timeMax": "={{ $fromAI('end', \"End of the time range, ISO 8601\", 'string') }}",
"options": {
"singleEvents": true,
"orderBy": "startTime"
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},
"id": "310bce97-ca1c-4fa1-afb0-6f75bd0040c2",
"name": "Check availability",
"type": "n8n-nodes-base.googleCalendarTool",
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"parameters": {
"descriptionType": "manual",
"toolDescription": "Creates a 30-minute intro call and invites the visitor by email.",
"calendar": {
"__rl": true,
"value": "primary",
"mode": "id"
},
"start": "={{ $fromAI('start', \"Meeting start, ISO 8601 with timezone\", 'string') }}",
"end": "={{ $fromAI('end', \"Meeting end (30 minutes after start), ISO 8601 with timezone\", 'string') }}",
"additionalFields": {
"summary": "={{ $fromAI('title', \"Meeting title, e.g. Intro call — Company name\", 'string') }}",
"attendees": [
"={{ $fromAI('email', \"The visitor's email address\", 'string') }}"
],
"description": "={{ $fromAI('notes', \"What they need, budget and timeline\", 'string') }}"
}
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"id": "310bce97-ca1c-4fa1-afb0-6f75bd0040c2",
"name": "Book meeting",
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"authentication": "appToken",
"resource": "contact",
"operation": "upsert",
"email": "={{ $fromAI('email', \"The visitor's email address\", 'string') }}",
"additionalFields": {
"firstName": "={{ $fromAI('first_name', \"First name\", 'string') }}",
"companyName": "={{ $fromAI('company', \"Company name\", 'string') }}",
"message": "={{ $fromAI('summary', \"One-paragraph summary of their needs, budget and timeline\", 'string') }}"
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"connections": {
"Website chat": {
"main": [
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{
"node": "Booking agent",
"type": "main",
"index": 0
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"Claude model": {
"ai_languageModel": [
[
{
"node": "Booking agent",
"type": "ai_languageModel",
"index": 0
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"Memory": {
"ai_memory": [
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{
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"Check availability": {
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{
"node": "Booking agent",
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"Book meeting": {
"ai_tool": [
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{
"node": "Booking agent",
"type": "ai_tool",
"index": 0
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},
"Save lead": {
"ai_tool": [
[
{
"node": "Booking agent",
"type": "ai_tool",
"index": 0
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}
},
"pinData": {},
"settings": {
"executionOrder": "v1"
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"meta": {
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"tags": []
}In Make, create a new scenario and add these modules in order:
- Webhooks › Custom webhook — called by your website's chat widget
- Make AI Agents › Run an agent — give it these tools: “Check availability” (Google Calendar), “Book meeting” (Google Calendar), “Save lead” (HubSpot CRM); paste the system prompt as the agent's instructions
- Every module run uses Make operations — the free plan includes a monthly quota.
- Module and step names can differ slightly as Make and Zapier update their apps.
In Zapier, create a new Zap and add these steps in order:
- Zapier Chatbots, or Webhooks by Zapier — Catch Hook from your chat widget
- Zapier Agents — create an agent (or AI by Zapier for a single step) — give it these tools: “Check availability” (Google Calendar), “Book meeting” (Google Calendar), “Save lead” (HubSpot); paste the system prompt as the agent's instructions
- Zaps with more than two steps need a paid Zapier plan.
- Module and step names can differ slightly as Make and Zapier update their apps.
Tips
- Write your ideal customer in one or two sentences in the prompt — it's the most important setting.
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