A useful next step.
For every conversation.
Onboard, qualify, engage and support your leads and clients. Try the examples, then take five workflows and editable messages into your own partner business.
The lab below uses fictional records and saved, reviewed AI drafts. It works without a login. It does not query a client or send messages.
Follow one person through the journey
The next message can fit the recorded step.
AI helps understand a question and prepare a useful answer. The authorised Partner API checks attribution and available milestones. The workflow handles identity, permission, freshness and the next action. A new verification result can stop a redundant verification reminder.
KYC, first-deposit and first-trade flags do not prove CPA qualification or current trading activity. Exness reports may update on a delay.
Five flows to download and reuse
- Capture and onboardRecord permission and intent. Verify identity, check attribution and help the person join the right community.
- Qualify and routeUse stated experience and goals to choose a resource, onboarding support or a human conversation.
- Follow up on the actual stepRefresh an authorised API check, then prepare the appropriate message for review.
- Keep education relevantChoose a topic and experience level. AI drafts a short lesson and knowledge check.
- Reconnect thoughtfullyReview a gap in conversation, offer help or a pause, and respect the response.
How to use the kit
Start with the fictional n8n demo. The complete ZIP includes the service, setup instructions, tests and the existing private Exness connector. Partners connect their own bot, credentials and private records. The new follow-up flows end in a draft or review queue; customer broadcasts are not enabled.
For the presenter: privately send /journey to the workshop bot to choose a live AI drafting demo. The generic drafting briefs contain no client identities, conversations or account reports.
What success means for the partner
Digital Affiliate
Appropriate prospects get useful onboarding support. Measure genuine qualifying referrals and approved rewards against acquisition cost.
Introducing Broker
Useful education and support help maintain client relationships. Measure observed commission alongside acquisition and service costs.
These are business hypotheses to test. No workflow guarantees more earnings or asks someone to trade to produce commission. Exness programme details.