Interactive AI Avatar Presentation Build
Budget: $25 – $50 USD
I need a complete product-presentation experience built around realistic human avatars. Each avatar will narrate a pre-written script while advancing through the slide deck, so the viewer feels as if a live expert is guiding them. Prospects will access the presentation through an email link, an SMS link, or an embedded player on our website; once inside they must be prompted for email and text-message consent.
The flow then hands off to an AI agent trained on our material. This agent should answer follow-up questions confidently and, when out of scope, direct the user back to our team. Every new Q&A must feed a growing knowledge base so the agent improves over time.
A clear call to action closes the session: the viewer completes a risk-assessment questionnaire that routes directly into our Salesforce portal. The prospect will also be offered access to a Due Diligence (pdf) package if interested
I need two versions of the deck:
• Advisor track: CPAs, wealth managers, family offices, insurance professionals (separate but similar narratives).
• Business-owner track: messaging tuned to owners and executives.
Acceptance criteria
• High-fidelity, lifelike avatar videos synced to the approved script.
• Seamless slide transitions with audio-visual lip-sync accuracy.
• Email, SMS, and web-embed delivery tested end-to-end.
• AI agent connected to a modifiable knowledge base with logging of every new interaction.
• Risk-assessment form auto-creates or updates a Salesforce record.
• All source files and deployment instructions handed over at final delivery.
If you have proven experience with avatar platforms such as Synthesia, D-ID, or similar, plus Salesforce integration skills, I’d like to see your approach and timeline.
The flow then hands off to an AI agent trained on our material. This agent should answer follow-up questions confidently and, when out of scope, direct the user back to our team. Every new Q&A must feed a growing knowledge base so the agent improves over time.
A clear call to action closes the session: the viewer completes a risk-assessment questionnaire that routes directly into our Salesforce portal. The prospect will also be offered access to a Due Diligence (pdf) package if interested
I need two versions of the deck:
• Advisor track: CPAs, wealth managers, family offices, insurance professionals (separate but similar narratives).
• Business-owner track: messaging tuned to owners and executives.
Acceptance criteria
• High-fidelity, lifelike avatar videos synced to the approved script.
• Seamless slide transitions with audio-visual lip-sync accuracy.
• Email, SMS, and web-embed delivery tested end-to-end.
• AI agent connected to a modifiable knowledge base with logging of every new interaction.
• Risk-assessment form auto-creates or updates a Salesforce record.
• All source files and deployment instructions handed over at final delivery.
If you have proven experience with avatar platforms such as Synthesia, D-ID, or similar, plus Salesforce integration skills, I’d like to see your approach and timeline.