LLM Based Customer Retention and Loyalty Management with Email Campaigns

This workflow automates customer retention and loyalty programs using AI-powered analysis for churn prediction, segmentation, and personalized campaigns. Key nodes include Webhook for customer data input, Condition for security and input validation, Set for data sanitization, Switch for routing analysis types, AI Agent for churn, segmentation, and loyalty analysis, Email Send for campaigns and reports, Google Sheets for logging, and Webhook Response for output. It ensures GDPR and CCPA compliance. To set up, download n8n from n8n.io for self-hosting or sign up at cloud.n8n.io. Obtain an OpenAI API key from platform.openai.com under API Keys. Get Google Sheets API credentials from console.cloud.google.com under APIs & Services > Credentials (OAuth 2.0 Client ID). Configure SMTP credentials for email (e.g., Gmail SMTP: smtp.gmail.com, port 587) via your email provider’s settings. In n8n, add these under Credentials > Add Credential > OpenAI API, Google Sheets OAuth2 API, and SMTP. Import the workflow JSON via Workflows > Import. Configure the Webhook node (path: /customer-retention, method: POST) with CORS headers (Access-Control-Allow-Origin: *). Use ngrok for local webhook testing (e.g., ngrok http 5678). Ensure HTTPS in the Condition node for secure transmission. Test by sending a POST request to the webhook with JSON (e.g., {customer: {id: 'CUST123', email: 'user@example.com', purchaseHistory: [{orderId: 'ORD1', date: '2025-01-01'}], loyaltyPoints: 100}, campaignType: 'churn'}). Include headers (x-api-key, x-retention-authorization). Validate output in the Set node for devHubConnectRetentionResponse (e.g., success: true, customerInformation.customerId = 'CUST123'). Handle errors like invalid API keys (401 response with 'RETENTION_SECURITY_VALIDATION_FAILED') or missing customer data (400 response with 'INVALID_RETENTION_INPUT'). For issues, verify HTTPS, OpenAI key, and Google Sheets ID. Deploy by saving and enabling the workflow. Test with a sample customer to confirm email campaigns, Google Sheets logging, and management reports. Check Webhook Response for retentionResults (e.g., aiAnalysisCompleted: true). If analysis fails, verify node connections, AI model settings, and credentials in n8n’s editor.