Conversational Lead Capture with Gemini 2.0, Flash AI, and Google Sheets

## AI Lead Capture System - Complete Setup Guide ## Prerequisites - n8n instance (cloud or self-hosted) - Google AI Studio account (free tier available) - Google account for Sheets integration - Website with chat widget capability ## Phase 1: Core Infrastructure Setup **Step 1: Set Up Google AI Studio** - Go to Google AI Studio - Create an account or sign in with Google - Navigate to Get API Key - Create a new API key for your project - Copy and securely store the API key - Free tier limits: 15 requests/minute, 1 million tokens/month **Step 2: Configure Google Sheets** - Create a new Google Sheet for lead storage - Add column headers (exact names): - Full Name - Company Name - Email Address - Phone Number - Project Intent/Needs - Project Timeline - Budget Range - Preferred Communication Channel - How they heard about DAEX AI - Copy the Google Sheet ID from URL (between /d/ and /edit) - Ensure the sheet is accessible to your Google account **Step 3: Import n8n Workflow** - Open your n8n instance - Create a new workflow - Click ... menu → Import from JSON - Paste the provided workflow JSON - Workflow will appear with all nodes connected ## Phase 2: Credential Configuration **Step 4: Set Up Google Gemini API** - In n8n, go to Credentials → Add Credential - Search for Google PaLM API - Enter your API key from Step 1 - Test connection - Link to the Google Gemini Chat Model node **Step 5: Configure Google Sheets Access** - Go to Credentials → Add Credential - Select Google Sheets OAuth2 API - Follow OAuth flow to authorize your Google account - Test connection with your sheet - Link to the Google Sheets node ## Phase 3: Workflow Customization **Step 6: Update Company Information** - Open the AI Agent node - In the system message, replace all mentions of: - Company name and description - Service offerings and specializations - FAQ knowledge base - Typical project timelines and pricing ranges - Adjust conversation tone to match your brand voice **Step 7: Configure Lead Qualification Fields** - In the AI Agent system message, modify the required information list: - Add/remove qualification questions - Adjust budget ranges for your services - Customize timeline options - Update communication channel preferences - In Google Sheets node, update column mappings if you changed fields **Step 8: Set Up Sheet Integration** - Open Google Sheets node - Click on Document ID dropdown - Select your lead capture sheet - Verify all column mappings match your sheet headers - Test with sample data ## Phase 4: Website Integration **Step 9: Get Webhook URL** - Open Webhook node in n8n - Copy the webhook URL (starts with your n8n domain) - Note: URL format is https://your-n8n-domain.com/webhook/[unique-id] **Step 10: Connect Your Chat Widget** Choose your integration method: Option A: Direct JavaScript Integration ```javascript // Add to your website function sendMessage(message, sessionId) { fetch(YOUR_WEBHOOK_URL, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ message: message, sessionId: sessionId || 'visitor-' + Date.now() }) }) .then(response => response.json()) .then(data => { // Display AI response in your chat widget displayMessage(data.message); }); } ``` Option B: Chat Platform Webhook - Open your chat platform settings (Intercom, Crisp, etc.) - Find the webhook/integration section - Add webhook URL pointing to your n8n endpoint - Configure to send message and session data Option C: Zapier/Make.com Integration - Create a new Zap/Scenario - Trigger: New chat message from your platform - Action: HTTP POST to your n8n webhook - Map message content and session ID ## Phase 5: Testing & Optimization **Step 11: Test Complete Flow** - Send a test message through your chat widget - Verify AI responds appropriately - Check conversation context is maintained - Confirm lead data appears in Google Sheets - Test with various conversation scenarios **Step 12: Monitor Performance** - Check n8n execution logs for errors - Monitor Google Sheets for data quality - Review conversation logs for improvement opportunities - Track response times and conversion rates **Step 13: Fine-tune Conversations** - Analyze real conversation logs - Update system prompts based on common questions - Add new FAQ knowledge to the AI agent - Adjust qualification questions based on lead quality - Optimize for your specific customer patterns ## Phase 6: Advanced Features (Optional) **Step 14: Add Lead Scoring** - Create a new column in Google Sheets for Lead Score - Update AI agent to calculate scores based on: - Budget range (higher budget = higher score) - Timeline urgency (sooner = higher score) - Project complexity (complex = higher score) - Add conditional formatting in Google Sheets to highlight high-value leads **Step 15: Set Up Notifications** - Add an email notification node after Google Sheets - Configure to send alerts for high-priority leads - Include lead details and conversation summary - Set up different notification rules for different lead scores **Step 16: Analytics Dashboard** - Connect Google Sheets to Google Data Studio