**Voice Call Handling:**

1. **AI to Answer Calls:**
   – Set up an AI system that answers incoming calls using Twilio.
2. **Greeting & Consent:**
   – Implement a greeting that includes a recording notice and requests consent to record the call.
   – **Press 1 for Yes:** After hearing the recording message, if they press 1, proceed to step 3 (Natural Language).
   – **Press 2 for No:** If they press 2, play another recording message saying, "Please email us at
3. **Natural Language Understanding:**
   – Use TensorFlow (or alternatives like PyTorch) for natural conversation handling to understand the caller’s needs and direct the conversation accordingly.
4. **Gather Details:**
   – The AI should gather relevant details from callers based on their service choice and log this information for follow-up.
5. **Record & Transcribe Calls:**
   – Automatically save phone call recordings and transcripts to the job card and client profile.
6. **Follow-Up Messages:**
   – Send follow-up messages to confirm details or provide additional information if needed.
7. **Fallback Handling:**
   – If the AI cannot understand the caller after three attempts, it should escalate the call to a human representative. Provide a phone number (which can be set in a box on the website) during this escalation.

**Email Response Management:**

1. **Email Handling:**
   – Use TensorFlow (or alternatives like PyTorch) to set up an AI system that responds to customer inquiries via email.
2. **Dynamic Responses:**
   – The AI should be able to ask for more information if the client hasn’t provided enough.
3. **Integration with CRM:**
   – Integrate with our CRM system, Piper, to log email interactions and manage customer details.

**AI Training and Learning:**

1. **Interactive Training:**
   – Allow training through "pretend" conversations where guidance is provided on appropriate responses (that I will oversee).
2. **Australian English:**
   – Ensure all interactions use Australian English.
3. **Adaptive Learning:**
   – The AI should relearn from old data sets (emails) and update itself, seeking approval for new response methods.
4. **Error Handling:**
   – If the AI is unsure, it should email potential responses for approval.

—

### Frontend Requirements:

1. **User Interface:**
   – Develop a user-friendly interface for the AI system that allows customers to interact easily through calls and emails.
   – Ensure the interface is accessible via multiple devices (desktop, mobile, tablet).

2. **Notifications:**
   – Implement notification systems for customers, including email and SMS alerts for booking confirmations, follow-ups, and reminders.

—

### Backend Requirements:

1. **TensorFlow (or PyTorch) Integration:**
   – Set up and configure TensorFlow (or PyTorch) for natural language understanding and conversation management for both voice and email interactions.
   – Create models relevant to plumbing services and manage conversation flows.

2. **Twilio Integration:**
   – Integrate Twilio for voice call handling, including call routing, recording, and fallback mechanisms.
   – Implement features to gather caller details and log this information for follow-up.

3. **Email Automation:**
   – Set up automated email responses that can dynamically ask for more information if needed.
   – Ensure integration with Piper to log and manage email interactions.

4. **CRM Integration:**
   – Integrate the AI system with Piper to manage customer details, job history, communication logs, and call transcripts.
   – Ensure seamless data synchronization between the AI system and the CRM.

5. **Security & Privacy:**
   – Implement data security measures to protect customer information and comply with Australian regulations.
   – Ensure secure handling of call recordings, emails, and other sensitive data.

—

### Piper CRM Overview

**Overview:**
Piper is a CRM system designed for our plumbing business. It combines job management with scheduling, automation, and integration capabilities to streamline operations and enhance customer satisfaction.

**Job Management:**

1. **Client & Job Details:**
   – Access all client and job details from the field, anywhere, anytime.
   – Field staff have all the information they need to get the job done efficiently.

2. **Job History & Search:**
   – Access a complete history of work done for every client, including notes, photos, emails, messages, and call transcripts.
   – Instantly bring up past jobs by searching client names, job numbers, or materials used.

3. **Checklists & Tasks:**
   – Use checklists and task lists to ensure jobs are done right the first time, every time.

4. **Photos & Videos:**
   – Allow the ability to upload photos and record videos, saved instantly to the job.

5. **Signature Capture:**
   – Record proof that your customer is happy to proceed with a job or pay for completed work.

6. **Google Contacts Sync:**
   – Sync all client contact details into Google Contacts to enable personalized greetings when clients call.

**Customer Communication:**

1. **Booking Confirmations:**
   – Send clients an email or text confirmation of their booking with a single tap.
   – Text should include the client’s name, address, problem, a link to the terms and conditions on the website, and a scheduled time. Clients can reply with Y or N.

2. **Customer Replies:**
   – See all client communication on jobs, with customer reply emails automatically synced to the CRM.

3. **Email & Text Templates:**
   – Save time and provide a consistent, professional message to clients with templates.

**Job Costing & Payroll:**

1. **Job Costing:**
   – Quickly gauge how profitable after the job is complete.
   – How far the job is away from the "home base of the technician" in kms/hours travel.
   – How long they were on site for.
   – Materials used.

2. **Weekly Timesheets:**
   – Track total hours and review start & finish times. Make workers log their job locations, durations, and activities.

3. **Auto Payroll Timesheets:**
   – Export staff timesheets to Xero to streamline payroll processing.

**Integrations:**

1. **Xero**
2. **Zapier – App Integrator**
3. **Mailchimp Email Marketing:**
   – Sync client emails daily with Mailchimp, ensuring your mailing list is always up-to-date.

### Skills Required:

– Expertise in TensorFlow (or PyTorch) for natural language understanding and conversation management.
– Proficiency in Twilio for call handling and integration.
– Experience with frontend and backend development, including CRM systems.
– Strong problem-solving skills and attention to detail.
– Ability to create a modern, clean, and user-friendly interface.

—

### Deliverables:

– Fully functional AI system for handling phone calls and responding to emails.
– User-friendly interface for customer interactions and management.
– Comprehensive backend integration with TensorFlow (or PyTorch), Twilio, and Piper CRM.
– Fully developed Piper CRM with all outlined features.
– Source code and IP rights to the entire system.
– Documentation and training materials for ongoing management.
– Testing and quality assurance to ensure the system meets all requirements.

### Recommended APIs:

1. **Twilio:**
   – **Voice API:** For handling incoming and outgoing calls.
   – **Messaging API:** For sending SMS notifications and confirmations.

2. **TensorFlow or PyTorch:**
   – **TensorFlow API:** For natural language processing and managing conversational AI.
   – **PyTorch API:** As an alternative for natural language processing and managing conversational AI.

3. **Google Cloud Platform:**
   – **Cloud Storage:** For storing call recordings, images, and other data.
   – **Cloud Functions:** For serverless backend processing.

4. **Xero API:**
   – For payroll integration.

5. **Zapier:**
   – For integrating with various third-party applications and automating workflows.

6. **Mailchimp API:**
   – For email marketing and communication with clients.

7. **Google Maps API:**
   – For real-time dispatch maps and location services.

8. **Firebase:**
   – For real-time database management and authentication.

9. **AWS (Amazon Web Services):**
   – **S3:** For secure data storage.

—

### Installments Breakdown:

1. **Installment 1: Initial Development**
   – Development of the AI system using TensorFlow (or PyTorch).
   – Integration with Twilio for call handling.
   – Basic CRM setup with essential features.

2. **Installment 2: Integration and Testing**
   – Full integration with Piper for email management.
   – Comprehensive testing of the AI and CRM systems.
   – Quality assurance and bug fixing.

3. **Installment 3: CRM Features and AI Training**
   – Development of additional CRM features.
   – Implementation of training and learning mechanisms for the AI.
   – Ensure seamless data synchronization between the AI system and the CRM.

4. **Installment 4: Deployment and Training**
   – Deployment of the system on the website.
   – Training materials and documentation.

5. **Installment 5: Finalization and Support**
   – Final touches and adjustments based on initial feedback.
   – Ongoing support and maintenance.

### Notes:
– Developers are encouraged to use pre-built code to save on time and cost.

Budget: $8,000

Posted On: August 04, 2024 02:17 UTC
Category: Full Stack Development
Skills:PyTorch, TensorFlow, Python, Customer Relationship Management, Artificial Intelligence, API Integration

Country: Australia

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