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21 contributions to AI Automation First Client
I'm working on a 3k AI chatbot system...some things you need to know
A few days ago I landed a client to help them set up an AI agent for email, Facebook, and Instagram. Working on this project taught me lessons most YouTubers don't share. This is knowledge from the trenches. Here we go. When building an AI agent, combine the system prompt and the user prompt in the same field in n8n. This gives the AI a better response to the customer. 2. Spread the information across multiple agents. Create a billing agent, a tech agent, and so on. This stops you from stuffing one agent with too much information, which leads to misfires. 3.Always use Sonnet 4.6 or higher for customer service work. It is the best model on the market for this type of work right now. 4.When updating your prompts, focus on the start and end. Add all rules and constraints there. Sometimes repeat the same rule at both ends. The AI tends to glaze over the middle section. Use the middle for FAQ information and knowledge. The AI will draw on that to write its own responses. 5.When building your knowledge base, do not write it as Question and Answer format. Do not write it like: "When a customer says hello, answer with hello back." Write it so the AI can use the data to form its own answer from the available knowledge. For example, I write something like this: - **Topic: Ball Slicing (Driver)** - **Terms**: "stop slicing with driver", "driver slice", "curving right" - **User Intent**: Ball curves excessively to the right (for righties). - **Advice**: Strengthen grip slightly, aim a bit left, and shallow the swing path. Shorten the backswing and prioritise tempo over raw speed. When you write it this way, the AI reads the user intent and writes a message based on it. It is not rigid. I hope this helps someone when they start building their own agent!
0 likes • Mar 29
Very cool! Hey, are you setting up something like manyChat for Instagram dms and messenger dms? And if you are, did you decide to go with actually using manychat as a platform you wire into everything or did you build a seperate automation to replace manychat entirely? And btw this information is actually useful stuff, since fine tuning the instructions prompt is always a tricky part of the chatbot build, together with correct knowledgebase setup.
1 like • Mar 30
@Chris Jadama Appreciate the info!
My Sister's Clinic Staff Was Spending Half Their Day on Data Entry 💥
Sister runs a small pediatric clinic. 3 front desk staff. They were drowning in patient intake forms. Parents fill out forms in waiting room. Staff types everything into their system. During flu season, forms pile up faster than anyone can enter them. THE DAILY GRIND 30-40 intake forms on busy days. Each takes 10-15 minutes to enter. That's potentially 6+ hours of data entry daily. Staff rushing between phone calls and walk-ins. Typos happening. Fields getting skipped. One time a medication allergy got entered wrong. My sister was considering hiring a fourth person just to handle paperwork. That's expensive for a small practice. THE SYSTEM I HELPED BUILD Took a few weekends because medical stuff made me nervous. Wanted to be careful. Scanned intake forms go to a folder. Workflow extracts all patient information automatically. Demographics, insurance, medical history, medications, allergies. Validation checks for completeness. Missing fields get flagged specifically. Critical items like allergies double-checked. Any serious allergy concerns route to an urgent review. Everything else goes to normal processing queue. Staff reviews flagged items only. Clean forms populate automatically. THE CHANGE Before: 6 hours data entry during busy season, typos in records, considering hiring. After: 1 hour reviewing exceptions, consistent data quality, existing staff handles volume. The allergy flagging was the most important part to my sister. System catches things like penicillin allergies that need clinical attention. She's not hiring that fourth person now. Says staff actually has time to be friendly to patients instead of stressed about paperwork. I was terrified of building something for healthcare. Double-checked everything. Still nervous every time I update it. This is my workflow i want to share. Anyone else automated for medical settings? How do you handle the extra caution required?
My Sister's Clinic Staff Was Spending Half Their Day on Data Entry 💥
3 likes • Mar 23
Was halfway through writing a reply here. .. but then suddenly I felt like reading this was dèjà vu 😮 Got a feeling like this might just be a repost 😵 But you know, I only get that feeling with good posts, so maybe it's worth repeating! 😀 ... ( Dont worry, i hit like on both posts ;) https://www.skool.com/ai-first-client-formula-8589/my-sisters-clinic-staff-was-spending-half-their-day-on-data-entry?p=9687c348
A lot of businesses aren’t short on ideas.They’re short on time, speed, and consistency. AI is changing that fast. If you could use AI to make one part of your business easier, faster, or less manual… what would it be?
A lot of businesses aren’t short on ideas.They’re short on time, speed, and consistency. AI is changing that fast. If you could use AI to make one part of your business easier, faster, or less manual… what would it be?
2 likes • Mar 17
I got a list of 10, and gradually I'm building automations for each part. A golden 1% progress everyday is the mantra I try to go by
The Follow-Up Sequence That Revived 4 "Dead" Leads 🔥
Sent proposals. Heard nothing. Thought they were dead. Turns out, they were just busy. THE MISTAKE: I used to send one follow-up after proposal. Silence = dead lead. Move on. THE REALITY: Most people need 5-7 touches before deciding. Busy professionals forget. Silence often means "not now," not "no." THE SEQUENCE THAT WORKS: DAY 1 (After proposal): "Just sent the proposal. Let me know if any questions." DAY 3: "Floating this up. Happy to jump on a quick call to clarify anything." DAY 7: "Hey [Name], wanted to check in. Still interested in automating [their process]? Timing might just not be right." DAY 14: "Last note from me. The proposal stands if you want to move forward later. Either way, wish you the best with [their business]." THE RESULTS: Dead leads followed up: 12 Responses received: 6 Calls rebooked: 4 Deals closed: 3 Revenue recovered: $5,400 THE KEY: Never assume silence means no. Always give them an easy out. Keep it brief. Keep it helpful. THE RESPONSES I GOT: "Sorry, crazy week. Let's do this." "Was waiting on budget approval. We're ready." "Thanks for following up. I lost the email." "Not right now, but check back in 2 months." THE PSYCHOLOGY: Last message creates urgency. "The proposal stands" removes pressure. "Wish you the best" shows you are not desperate. 📚 More templates library in Github How many "dead" leads do you have that deserve a follow-up?
1 like • Mar 17
I remember you posting this here https://www.skool.com/ai-first-client-formula-8589/the-follow-up-sequence-that-recovered-6-dead-deals?p=4b5d8b3d But this is the content I love re-emerging in my feed! ... not the cat videos :D Keep posting, love it
question on the FB group strategy
Hey everyone! Saw Duy Buis new post on getting clients through FB, but a problem I am facing is that in most groups, no one is engaging with anyone's posts, hence it seems like the groups are dead and posting there would not be very useful. Is there any workaround for this, or will this strategy actually work?
2 likes • Mar 12
Hey Rishant, Few quick thoughts: Within groups you are trying to get leads either by engaging with other posts or posting yourself. During engaging with other posts route, you are looking for indicators of pains or problems that would reveal the user to be a potential lead. You help out with free useful help, and this leading with value creates the potential to start a convo to see if you could offer services to them. You are hunting for leads here. Regarding posts made by you: Generic posts will very likely get no engagement and of course it seems pointless (probably is). The way posting works is if you are posting something your icp would actually scrollstop for and grab their attention. This is why the concept of the "hook" is so important in marketing. Your posts have to have a good hook that actually makes them want to read what you write, then what you write should lead to a convo about solving their problems, then you can pitch. If the group really is dead, of course nothing will work. And if posting is going to work at all, it will only work with good scroll stopping posts. Otherwise just post to show your active and are helpful and mainly hunt for clients who you see basically raise their hands showing they are facing painful problems that automation can solve
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Alex Feher
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@alex-feher-2882
Navigating the frontier of AI development

Active 7h ago
Joined Oct 15, 2025