Set up AI Front Office

Import the inactive workflow kit and run its supplied synthetic example. Enter API credentials directly in your client-owned n8n Credentials vault, never in Aria's form.

What your client supplies

Product-specific provider and API checklist

n8n workspace — Required for the scoped production use

Imports and runs the inactive workflow starters.

  • Your client-owned n8n URL and workspace owner

Credential destination: No credential is required to test the synthetic starter.

  1. Import the supplied JSON workflow.
  2. Run the synthetic test and keep it inactive.

AI provider (optional) — Optional

Adds real extraction/classification after the deterministic demo is understood.

  • Chosen provider/model and account/API documentation
  • Approved prompt, data-handling policy, and cost owner

Credential destination: n8n Credentials vault only.

  1. Create the provider credential in n8n.
  2. Connect it only after test data and output schema are approved.

CRM / intake source (production) — Optional

Receives approved form events and stores the reviewed handoff.

  • CRM/form name, vendor API documentation, event schema, and permitted scopes
  • Named staff queue/owner

Credential destination: n8n Credentials vault only.

  1. Provide a documented API and least-privilege service account.
  2. Test a synthetic event, error path, and idempotency check.

Installation and API connection are separately quoted

Ask Aria to contact you for installation, provider API wiring or a managed usage-cost quote. Purchasing a kit does not activate integrations, calls, broadcasts or schedules.