Objective
Say what the finished system does, name its six checkpoints, and know which already exist in your workspace.The scenario
Acme Lending wants the reminder system live for the 15 October EMI run. Ananya has to call each customer in English or Hindi, answer questions about late fees, know the loan’s dues before she dials, record whether the customer promised to pay and when, hand that to the CRM, respect a limit on how often one person is called, and leave the collections lead a report. Parts 2 to 6 built those pieces on the same agent. The capstone checks each on screen, adds the CRM webhook and the call limit, then runs the campaign.Hands-on
1
Know the checkpoints
A checkpoint is done when its proof is on screen.
2
Gather what you need
From earlier parts: the agent with its variables, the EMI policy knowledge base, the
crm_lookup tool and payment_promised marked as the goal (part 3); a number and the 3-row calling list of your own numbers (part 4).New here: an HTTPS endpoint on your server that can receive a POST (lesson 3 says what it must do), a phone you can answer, and balance for a short campaign.3
Tick what exists
Open
EMI reminder - Hindi on the Agents page, your number on the Numbers page and the part 4 campaign on the Campaigns page, and write “exists” or “to do” against each checkpoint. Checkpoints 4 to 6 are “to do” for everyone; 1 to 3 depend on how far you took parts 3 and 4.Checkpoint
The six checkpoints are written down with “exists” or “to do” against each, and you can open the agent, the number and the old campaign from memory.
Exercise
Write down what Acme’s CRM needs per call to record a promise to pay. Expected result:loan_account, the three Advanced Analysis fields (payment_promised, promised_date, objection) and a reference to the call. Lesson 3 shows where each sits in the webhook request.
What you learned
- The system is six checkpoints across one agent, one number, one subscription, one limit and one campaign; the capstone adds wiring, not features.
- A checkpoint counts only when its proof is on screen: the attached list, the tool’s response, the Logs entry, the subscription card.
- Checkpoints 4 to 6 are new for everyone; 1 to 3 depend on how far you took parts 3 and 4.