Retrospectives

Analysis of past events and their business implications.

WhatsApp and Instagram: a sales agent is only as useful as its handover

Connect conversations, lead qualification and CRM: what to check before deploying a WhatsApp or Instagram sales agent.

Design a clear voice experience: introduce the assistant, understand the request, handle interruptions and pass useful context to a human adviser.

Compare AI models by the cost of a successfully handled request, including credits, workflow runs, retries, human review and maintenance.

From prototype to an operational workflow: business rules, edge cases, access and acceptance criteria with n8n Assistant.

Choose the right connection for the process: a fixed workflow, a narrowly scoped agent tool or MCP, without unnecessary complexity.

Build a sales process where an agent understands the request while tightly scoped workflows control actions in your business systems.

Prepare FAQs, catalogues and procedures so an AI assistant can retrieve complete, verifiable answers.

API, export, interface or manual processing: assess your business application and test automation without bypassing access controls.

Inventory, testing and staged migration: maintain your assistant without relying on a retired API.

Structure sales qualification by separating stated facts, missing information and estimates, then test the quality of each field.

Map your automation data from forms to logs before choosing regional processing.

Plan error recovery and prevent repeated actions by separating conversation history from operation records.

Read, prepare, approve: define CRM agent permissions without losing control of customer relationships.