A мессенджер assistant that answers and books clients

The scenario answers clients in мессенджер from your knowledge base and logs bookings to Microsoft Excel 365 itself.

  • Answers from your knowledge base
  • Bookings logged to Microsoft Excel 365
  • Available around the clock
  • A log of every conversation
WhatsApp Business CloudPinecone Vector StoreEmbeddings Google GeminiGoogle Sheets ToolDefault Data Loader

How it works

To move data from Postgres PGVector Store to Microsoft Excel 365 automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Google Drive
  3. Then: Pinecone Vector Store1
  4. Then: cleanAnswer
  5. Then: Send AI Agent's Answer
  6. Then: 24-hour window check
  7. Check: Check 24-Hour Follow-Up
  8. If no: Send Pre-approved Template Message to Reopen the Conversation
  9. Then: Google Gemini Chat Model
  10. Then: Date & Time
  11. Then: conversations log
  12. Then: Simple Memory
  13. Then: Pinecone Vector Store
  14. Then: Embeddings Google Gemini
  15. Then: Google Gemini Chat Model1
  16. Then: AI Agent
  17. Then: reservations
  18. Then: Default Data Loader
  19. Then: Recursive Character Text Splitter
  20. Then: Embeddings Google Gemini1
  21. Starts when: whatsapp trigger
  22. Then: Pinecone Vector Search

You can launch this Postgres PGVector Store + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.