Lesson 5. Project Implementation#
Goal: implement the agent according to the SOW and diagram.
Implementation Plan#
Week 1: Setup and preparation
- Choose platform (Zapier, n8n, Make)
- Set up accounts and credentials (Telegram Bot, CRM, OpenAI, etc.)
- Create test data (e.g., log table)
- Draw final diagram (if not done yet)
Week 2: Basic version development
- Implement main scenario (greeting → questions → save data)
- Configure integrations (CRM, Google Sheets, notifications)
- Test basic version (manual test: run through full scenario)
Week 3: Logic and refinements
- Add logic (IF conditions, temperature determination, validation)
- Add error handling (Retry, Fallback)
- Add logging (record all actions in table)
- Test all scenarios (typical + edge cases)
Week 4: Testing and documentation
- User testing (ask friends/colleagues to test)
- Fix found issues
- Write user instructions (how to use the agent)
- Prepare materials for presentation (CP, impact calculation, slides)
Implementation Checklist#
Basic functionality:
- Agent responds to greeting
- Agent asks all questions in order
- Agent validates answers (if applicable)
- Agent saves data (to CRM, Google Sheets)
Integrations:
- CRM integration works (data is sent)
- Telegram / WhatsApp / Email integration works
- Notifications are sent (to sales, to client)
Logic:
- Conditions work (IF, Switch)
- Data is processed correctly (formulas, rules)
Security and reliability:
- API keys stored securely
- Data transmitted via HTTPS
- Logging configured
- Monitoring configured (notifications on errors)
User experience:
- Agent responds quickly (under 5 seconds)
- Agent clearly explains what to do
- Agent is polite and helpful