A structured lesson workspace with readable content, hands-on examples, and a clean path to completion.
You are the operations lead for a fictional exhibition organizer running the Tech Innovate 2026 Conference in San Francisco. Your sales team is running at absolute maximum capacity. New leads are pouring in, bogging down your senior closers with basic questions and routine pricing requests.
Heres the challenge were solving
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We are building a pre-sales AI agent in n8n to triage this chaos. The agent will pre-qualify incoming leads, answer common logistical questions, and generate a quote on the spot.
This frees your team to focus on the deals that truly require a human touch. You will learn how to build this exact architecture step-by-step, from the first tool connection to the final production workflow.
Never give an LLM unmonitored write-access to a production CRM or email outbox. We use draft modes and human-in-the-loop approvals for financial transactions.
Finish the lesson once you have worked through the material. This awards ★ 20 XP.