Building AI Agents for Sales, Onboarding and Support
Build the desk that answers, qualifies, onboards and hands off — on every channel, without ever inventing a fact.
A chatbot is a conversation. A desk is an operation: it knows your business, it answers on whatever channel the customer used, it moves the pipeline, and it knows when to stop and get a human. This path builds one end to end against a real CRM — and spends as much time on what the agent must refuse to do as on what it can.
Available
16
lessons
Coming soon
0
lessons
Total time
2 hr 28 min
Cert
70%
to pass
Earn: Expedify Certified Desk Builder
What you'll learn
M1 · A desk, not a chatbot
What you are building, and the one habit that makes it trustworthy.
M2 · Every door: channels
One agent, many surfaces — and what each surface demands of you.
M3 · Make it count: the pipeline
An answered question that changes nothing is a cost, not an asset.
M4 · Money in, student in
The handover from sold to started, which is where accounts are actually lost.
M5 · Keep it honest
Reading what your desk actually did, and building the whole thing yourself.
Earn your certificate
Final assessment
Sign in and complete 80% of the path to unlock
Final assessment
Pass the 70% assessment · 8 questions · to earn the Expedify Certified Desk Builder.
Sign in to start