New York skyline
Wave 1 — 2026

Forge Lab: Live
New York, NY

The Northeast's B2B corridor embraces intelligent automation

Coming Q4 2026 | Venue TBD

Register Now →

Why New York?

The New York–New Jersey–Connecticut corridor is one of the most demanding distribution markets in the world. High-volume order processing, complex delivery logistics, and intense competition define the Northeast's B2B landscape. From food service distribution in the boroughs to industrial supply across the tri-state area, speed and accuracy are everything.

Northeast B2B companies face unique pressures: dense urban delivery routes, high customer expectations, and labor markets that make hiring increasingly difficult. AI and automation aren't luxuries here — they're necessities for staying competitive.

The New York Forge Lab: Live brings Workd's hands-on training to the heart of the Northeast B2B community. Learn how Voice AI can handle your inbound call volume, how automated campaigns can reactivate dormant accounts, and how intelligent order management can reduce errors and speed fulfillment.

What You'll Learn

Six focused sessions covering the most impactful AI and automation use cases for B2B companies — with live demos and hands-on labs.

Voice AI for Customer Service

Deploy AI agents that handle inbound calls, take orders, answer questions, and route complex issues to your team. Live demo + hands-on setup.

Automated Outbound Campaigns

Build multi-channel sequences (email, SMS, voice) that reactivate dormant customers and follow up on quotes automatically.

Smart Order Management

Use AI to predict reorder timing, flag anomalies, and automate routine order processing so your team focuses on exceptions.

Field Sales Enablement

Equip your reps with mobile CRM, route optimization, and AI-generated call prep sheets before every customer visit.

AR & Collections Automation

Automate past-due follow-ups with voice AI that calls customers, sends payment reminders, and escalates intelligently.

Data & Analytics for B2B

Turn your ERP and CRM data into actionable dashboards: customer health scores, territory performance, inventory alerts.

Agenda

A packed half-day designed to deliver maximum value. You'll leave with real skills, real connections, and a real plan.

8:00 AM
Registration & Networking Breakfast
8:30 AM
Keynote: "The State of AI in B2B"
Chris VanIttersum, CEO, Workd
9:15 AM
Session 1: Voice AI Live Demo
See AI agents handle real B2B calls
10:00 AM
Coffee Break & Vendor Exhibits
10:30 AM
Session 2: Hands-On Workshop
Build your first automation workflow
11:30 AM
Session 3: Panel — "What's Working Now"
Real B2B leaders share results
12:15 PM
Lunch & Networking
1:00 PM
Session 4: Choose Your Track
Track A: Advanced Voice AI Configuration
Track B: CRM & Sales Automation Deep Dive
Track C: AR/Collections & Order Management
2:00 PM
Wrap-Up & Next Steps
2:30 PM
Optional: 1-on-1 Consultations with Workd Team

What AI Looks Like in Practice

Here's a preview of the AI-powered tools you'll learn to implement during the workshop.

Visual Automation Builder

Design custom automation workflows with a drag-and-drop interface. Connect triggers, actions, and conditions to automate repetitive tasks — from order processing to customer follow-ups.

  • No-code workflow design
  • Pre-built templates for B2B
  • Real-time monitoring and alerts
Node Types
Email
Voice Call
SMS
Wait
Check Status
Branch
Update Record
Add Tag
Notify Team
Payment Link
Overdue Accounts > 30 DaysTrigger: Daily at 9 AMSend Reminder EmailTemplate: Friendly ReminderCheck Payment StatusSource: Payment GatewayPaid?Mark ResolvedStatus: ClosedAI Voice CallScript: Collections v2
Integration Hub
ERPSAP, Epicor, NetSuiteCRMSalesforce, HubSpotPhoneVoIP, PBXPaymentsStripe, SquareShippingUPS, FedExE-CommerceShopify, WooCommerceAccountingQuickBooks, SageEmailOutlook, Gmail

Integration Hub

Connect your existing ERP, CRM, telephony, and payment systems in minutes. Workd syncs data bi-directionally so your team always has the latest information.

  • 27+ pre-built connectors
  • Bi-directional real-time sync
  • No middleware or custom code needed

Register for New York

Secure your spot for Forge Lab: Live in New York. Early bird registration is free — limited to 40 attendees.

Local Partners & Co-Presenters

Interested in co-presenting in New York? We're looking for ERP vendors, technology partners, and industry organizations to showcase their solutions to a curated audience of New York-area B2B leaders.

Become a New York Partner →

Ready to See How AI Transforms Distribution?

Join hundreds of distributors already using Workd to automate sales, collections, and customer engagement.

Not sure where to start? Try our AI: (877) 371-5530