WMS | CLIENT JOURNEY REHEARSAL
2 October 2026

52 automated service/policy tests passed.
Six workflow files imported into a clean n8n 2.41.5 database.
The fictional demo also ran successfully in the actual hosted n8n editor.
Six live API rehearsals: five direct Meta AI drafts, one opt-out with no draft.
Only fictional records and fixed generic briefs were used. No client message sent.
The full real-client identity, attribution and follow-up path needs rehearsal
with an authorised client. Follow-up and education templates end in review.

WELCOME
Decision: Welcome and qualify
Reason: Begin an inbound conversation and obtain permission. No outbound follow-up.
Draft: Hello, welcome! Glad to have you here.

We have a free learning checklist for new starters. No need to deposit or register.

To help you well, please tell us:
1. Have you traded before?
2. What do you want to understand?
3. Do you prefer a learning resource or a human conversation?


QUALIFY
Decision: Complete the identity review
Reason: Identity review must precede client report access.
Draft: Hello, thank you for your message. I am learning with you.

As an Exness partner, I must first confirm your identity before I can show any account details. This is to protect you.

I will never ask for your Exness password, one-time code, identity document, or account balance in this chat.

To speak with support, please use /human. Thank you.

ONBOARDING
Decision: Help with verification
Reason: Exness has not recorded completed KYC in the latest report. Reporting can lag.
Draft: Hello, thanks for your question about verification. Please follow the verification instructions you see in your own Exness Personal Area, as they show what is needed for your account. Please tell me which instruction is unclear, and I will explain it in simple words. I will not ask you for documents or security codes here. Type /human if you want a person to help.

ENGAGE
Decision: Keep the community useful
Reason: Offer useful continuing education and support. First-trade history is not evidence of current trading activity.
Draft: Hello! Quick learning on costs.

When you open a trade, you pay the spread - the small difference between buy and sell price. If you keep a position open overnight, some instruments may add a holding charge.

Actual charges depend on instrument and account, so always check current official Exness specifications before you decide.

Remember: trading involves risk and you can lose money. Understanding costs does not remove risk.

Knowledge check: Which affects your cost?
A) Spread and possible overnight charge
B) Only your phone battery
Answer: A.

Have questions? Reply here. Want a free learning session? Just ask.

RETURN
Decision: Reconnect with permission
Reason: No recorded bot conversation for at least 14 days. This does not mean no trading.
Draft: Hello, it has been a while since we spoke. I am checking in.

Would you like:
1. A short lesson to support your learning?
2. Help with a question you have?
3. A pause for now?

Just reply with 1, 2, or 3.

If you want no more messages, reply STOP and I will stop.

STOP
Decision: Respect the contact preference
Reason: Contact stopped. Do not queue a message.
Draft: None. Opt-out respected.

During rehearsal the first prompts produced unrelated topic explanations and
an unverified menu path. The briefs were narrowed and all six cases re-run.
The saved outputs below were reviewed. Future AI drafts still require review.