Lessons

1Building a convincing LLM demo, fast48 min read

The solutions-engineer’s job is the technical win, and the demo is the audition. Wrap an LLM API into something a buyer trusts in an afternoon — start from the cookbook, lock the output with strict-mode tool calls, ship the smallest credible chat shell, and gate it with a 20-question smoke test before you ever click “share screen.”

  • →Rapid AI Prototyping
Read lesson
2Grounding the demo in the customer’s own documents48 min read

The “see, it works on YOUR data” moment is what wins the technical evaluation — and it’s the moment most likely to hallucinate. Build grounded retrieval over the customer’s docs with the cookbook Search-Ask pattern, a visible citation panel, an enforced refusal, and a 20-question grounding gate — then know when to graduate to agentic retrieval.

  • →Grounded Customer Answers
Read lesson
3Automating sales and support workflows with agents50 min read

When the demo has to DO things — qualify a lead, triage a ticket, draft a reply, route to a specialist — you’re building an agent. The Thought-Action-Observation loop, the four recurring sales/support agent roles, choosing a control surface (speed vs. control vs. visible guardrails), and the human-in-the-loop gate that keeps a demo from doing something irreversible on stage.

  • →Safe Agent Workflows
Read lesson
4Handling customer and PII data safely in a demo48 min read

One paste of real customer data into the wrong surface is a regulatory incident — and the buyer’s security review is where most pilots quietly die. Synthetic-first by default, a Presidio sanitizer on both sides of the model, four-layer tenant isolation you can’t retrofit cheaply, indirect prompt injection via retrieved docs, and the vendor control matrix a CISO will audit.

  • →Secure Demo Delivery
Read lesson
5Capstone: account-research → personalized-outreach demo46 min read

Assemble the whole track into one flagship demo: an agent that researches an account, grounds findings in real sources, and drafts personalized outreach a human approves before send — built synthetic-first, scrubbed, tenant-isolated, gated by a smoke test. The full architecture, the numbers and tradeoffs to defend, and a rehearsal of the build-and-present interview that decides the offer.

  • →Rapid AI Prototyping
  • →Grounded Customer Answers
  • →Secure Demo Delivery
Read lesson

Skills in this course

  1. 01Rapid AI PrototypingBuild the smallest credible customer demo and test its critical path.
  2. 02Grounded Customer AnswersRetrieve customer evidence and return valid citations with honest uncertainty.
  3. 03Safe Agent WorkflowsDesign bounded tool calls, handoffs, and human approval for customer workflows.
  4. 04Secure Demo DeliveryPresent reliable demos without exposing customer data or unsafe actions.