Exercises 25 · AI Lead Qualifier and Booking Agent

Start from workflow/starter.json (endpoints, Settings, intake, status) or your finished lesson workflow.

Exercise 1: Email as the channel

Task: Run the conversation over email: a Gmail Trigger on replies posts them to lq/reply, and each bot reply goes back as an email in the same thread.

Done when: a lead can qualify and book entirely by replying to emails.

Exercise 2: Push qualified leads to the CRM

Task: When a lead is booked (or handed off), create or update the contact in HubSpot with the score, reasons and meeting time.

Done when: every booked lead appears in HubSpot with a note containing the qualification summary.

Exercise 3: Cancel the Google event too

Task: Make lq/cancel also delete the Google Calendar event when the booking has an event_id.

Done when: cancelling removes the event from the calendar and the slot is offered again.

Stretch: Reschedule link

Include a "Need a different time?" link in the confirmation that offers three new slots and moves the booking in one step.