WhatsApp agent guided students to first investment

An agent on WhatsApp stayed with finance course students until they made a first investment. When a person was needed it handed over the talk with the history summed up.

How it works

Student starts WhatsApp talk
Agent answers and guides next steps
Agent sums up history and hands off to a person when needed

Why it’s worth knowing

A chat agent kept students moving until they actually invested instead of dropping off

Where it’s from

Summarized from a public post on youtube.com. See the original ↗

Upgraded prompt

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1Who the AI should be

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3The check when it’s done

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