On November 26, 2025, Capria Ventures hosted an interactive workshop titled “Building the Next-Gen Sales & CX Stack with AI.” The session featured Edwin Chen, founder of Legacy AI, in conversation with Capria AI Evangelist Will Poole, along with Capria colleagues Marcelo Roca and Francis Perelman. Drawing on Edwin’s hands-on experience building conversational AI systems for businesses across multiple sectors, the workshop explored how founders can deploy AI to automate customer interactions, eliminate operational bottlenecks, and drive measurable ROI. Through live demos and technical breakdowns, attendees gained practical frameworks for moving AI from experimentation to operational infrastructure.
Key themes included:
- AI readiness and infrastructure – understanding when your business is ready to adopt AI based on data quality and system architecture.
- Context-driven conversational design – building AI agents with persistence, memory, and retrieval capabilities that deliver human-like engagement.
- Proven implementation patterns – leveraging RAG for unstructured data, SQL for structured data, and cost reduction strategies through summarization and sub-agents.
The workshop attracted a global audience of CEOs, CMOs, CTOs, heads of sales and CX, developers, and product teams eager to understand how AI-driven systems can transform operations across industries; from hospitality and retail to finance, healthcare, logistics, and education.
Click here to see the Key Insights Document
About the Speaker
Edwin Chen
Founder – Legacy AI
Edwin Chen is the founder of Legacy AI, where he leads AI initiatives that help businesses automate complex sales and customer experience operations. A seasoned builder and product leader, Edwin combines deep expertise in applied conversational AI with a focus on turning technology into measurable business outcomes. Before founding Legacy AI, Edwin led teams across multiple AI-driven ventures, designing intelligent agents and scalable data systems for enterprise applications. He’s a frequent speaker on AI deployment, conversational design, and the future of customer interaction.
How Edwin helps businesses:
- AI Implementation Strategy: Guides companies through the full lifecycle; from assessing AI readiness and data infrastructure to building MVPs and measuring ROI.
- Conversational AI Architecture: Designs context-aware agents using persistence, memory, and retrieval systems that deliver personalized, human-like customer experiences.
- Cost-Efficient Scaling: Implements strategies like summarization, sub-agent delegation, and hybrid search (RAG + SQL) to reduce token costs while maintaining performance.
Current Focus:
Operational AI Adoption: Helping SMBs move from experimentation to production-ready AI systems that solve real bottlenecks in sales, support, and customer engagement. Context Engineering: Building conversational flows that understand customer history, preferences, and emotional triggers to improve conversion and retention. Low-Code to Custom Solutions: Leveraging tools like Voiceflow and Llama Index to rapidly prototype, then iterating toward custom architectures based on real-world performance data.
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