Build An Advanced Ai Presales Agent
Published 9/2026
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 59m | Size: 528.01 MB
Build, configure, and deploy an AI agent that retrieves knowledge, calculates pricing, generates quotes, and emails them
What you'll learn
How to create and configure a base AI agent from the ground up
How to assign tools to an AI agent and test that it uses them correctly
How to build a quote generation tool that produces professional, ready-to-send quotes
How to add an email-sending tool so your agent can deliver quotes automatically
How to build a knowledge retrieval workflow so your agent can answer questions accurately using your own data
How to build a custom offer calculation tool with your own business logic and pricing rules
How to integrate quote generation directly into your agent's toolset
How to deploy your finished presales agent so it's live and usable in a real workflow
Requirements
An account with your automation platform of choice (e.g., n8n) - self-hosted or cloud
An email service/account you can connect for sending quotes (e.g., Gmail, SMTP provider)
Basic familiarity with workflow automation tools (helpful but not mandatory - covered as you go)
No advanced coding required, though comfort with basic logic (if/then conditions, variables) will help
Description
Imagine a presales agent that never sleeps - one that answers product questions instantly and accurately using your own data, calculates custom pricing on the fly using your exact business rules, generates a polished, ready-to-send quote, and emails it to the prospect automatically. No manual follow-up, no back-and-forth, no delays.
In this hands-on, project-based course, you'll build exactly that - an advanced AI presales agent, from the ground up, using real tools and real business logic. By the end, you won't just understand the theory behind AI agents - you'll have a fully working, deployable system you can plug straight into your own sales workflow (or your clients').
This isn't a course about prompting tricks or toy demos. You'll build a production-style agent with knowledge retrieval, custom tools, pricing logic, document generation, and email delivery - all wired together and deployed as a real, usable product.
You'll walk away with more than a single agent - you'll understand the underlying architecture well enough to rebuild it for any industry, any pricing model, and any workflow you encounter next. Whether you're automating your own sales process or building this as a service for clients, the patterns you learn here - retrieval, tool orchestration, business logic, and deployment - become a repeatable blueprint you can reuse again and again.
Who this course is for
Sales, presales, or business development professionals looking to automate repetitive parts of their workflow
Founders and small business owners who want an AI assistant to handle initial quoting and follow-up
No-code/low-code automation builders wanting to build a real, functional business agent
Developers or technical marketers interested in practical AI agent applications beyond chatbots
Anyone who has ever wanted a tool that can talk to a lead, calculate a fair offer, and send a quote - without manual back-and-forth