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docs: reconcile WhatsApp/email intake with live n8n + test-without-verification guide#283

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Jun 22, 2026
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docs: reconcile WhatsApp/email intake with live n8n + test-without-verification guide#283
RJK134 merged 3 commits into
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claude/busy-wright-8xnjbf

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@RJK134 RJK134 commented Jun 22, 2026

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Summary

Documentation-only update (2 commits, 4 files) reconciling the WhatsApp/email intake docs with the live n8n setup after the MCP repair, plus a guide for testing WhatsApp intake without verification and notes on email-intake activation.

Scope

Docs only — no product code, schema, or migration changes.

Notes

Branch is 2 ahead / 2 behind main; GitHub reports a minor (docs-only) merge conflict that needs resolving before merge.

claude added 2 commits June 22, 2026 12:43
…nbooks

Review of inbound messaging connections against the live n8n / Vercel state.

- docs/WHATSAPP_TEST_WITHOUT_VERIFICATION.md: test inbound WhatsApp without
  Meta business verification (Meta test-number track + Coexistence track for
  the existing +41 number), with env vars, webhook config, health-check
  verification and rollback. Clarifies verification gates scale/Live, not
  testing.
- docs/EMAIL_INTAKE_ACTIVATION.md: activate the currently-inactive Gmail IMAP
  intake workflow; flags the missing N8N_API_KEY header-auth credential and
  the live-mail ingestion caveat.
- n8n/README.md: reconcile the repo workflow exports against the live n8n
  instance; records the canonical inbound paths (WhatsApp -> app webhook,
  email -> n8n IMAP) and the open item on the active "WhatsApp Intake v1.3".
- .claude/memory.md: session findings (live IDs, missing credential, coexistence).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015VyABnD8GzLZNMKgqzRDnM
Inspected both EquiSmile n8n workflows directly (MCP access now enabled) and
acted on the findings:

Live n8n changes (applied via n8n MCP, not in this repo):
- Deactivated "EquiSmile WhatsApp Intake v1.3" — a standalone bot (own GPT-4o
  triage, hardcoded demo client list, direct Meta replies) that bypassed the
  app. The app webhook /api/webhooks/whatsapp is now the single receiver.
- Repaired "EquiSmile Email IMAP Intake v1.0": wired the Gmail IMAP credential
  to the trigger (was unattached) and fixed the auth header from $env (undefined
  on n8n Cloud) to $vars.N8N_EMAIL_WEBHOOK_TOKEN. Still inactive pending config.

Docs updated to match:
- docs/EMAIL_INTAKE_ACTIVATION.md: rewritten for the repaired workflow — the
  remaining steps are config-only (set the n8n Variable = Vercel N8N_API_KEY,
  confirm the Gmail App Password, mark-read, activate) + the requireN8nApiKey
  auth-behaviour table.
- docs/WHATSAPP_TEST_WITHOUT_VERIFICATION.md: note v1.3 retired; Meta must point
  at the app URL, not the n8n webhook.
- n8n/README.md: reconciliation resolved; updated table + credentials/secrets.
- .claude/memory.md: live findings, edits, and n8n-MCP gotchas.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015VyABnD8GzLZNMKgqzRDnM
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Reviewed

@RJK134 RJK134 enabled auto-merge (squash) June 22, 2026 23:38
@RJK134 RJK134 disabled auto-merge June 22, 2026 23:38
@RJK134 RJK134 merged commit ec7bd5b into main Jun 22, 2026
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@RJK134 RJK134 deleted the claude/busy-wright-8xnjbf branch June 22, 2026 23:38
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2 participants