AI agentwith whatsapp and twillio
Budget: $30 – $250 AUD
Build WhatsApp → AI → HubSpot Auto-Responder (Twilio + GPT + CRM)
Goal: When a WhatsApp message hits my Twilio number, automatically:
Parse the message,
Generate a high-quality reply using my custom GPT context (LGS manufacturing),
Send the reply back on WhatsApp,
Create/Update the contact in HubSpot and log the full conversation + notes.
Preference: Lindy for the agent & orchestration. Open to Make/Zapier/n8n/Express/FastAPI if you can deliver faster and cleaner.
Core Requirements
A. Twilio WhatsApp (must)
Use my approved WhatsApp Business sender (Twilio) and Messaging Service (MG…).
Inbound webhook → your workflow/agent.
Outbound replies via Messages.json (form-urlencoded, Basic Auth).
Handle country codes, opt-out keywords, media fallback.
B. AI Brain (must)
Use a custom ChatGPT-style agent that references my project context:
Business rates & calculator (steel/tonne, screws, install, delivery).
Process, specs, compliance, and machine constraints.
Files provided (examples):
DIRECTORS REPORT v.01.pdf
strategy.docx
AACO_Panel_LG_steel_briefdocx.pdf (AAC 75 mm on LGS)
Operation Manual For XHH-JC LGS Former.pdf
SERTIFIKAT STANDAR KBLI 41011…pdf
You may call an internal /project/quote endpoint (I can host a tiny API) or embed the calculator.
Style: friendly, informative, answers in English by default.
C. HubSpot (must)
If number/email doesn’t exist → create Contact.
If exists → update Contact.
Log each turn as Engagement/Note (message, timestamps, direction, AI summary).
Store fields: phone (E.164), name (if detected), message intent/topic, project interest (villa/warehouse/etc.).
D. Ops & Reliability (must)
Idempotent inbound handling (no double replies).
Simple config: .env with TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, MESSAGING_SERVICE_SID, HUBSPOT_TOKEN, OPENAI_API_KEY (or your LLM).
Rate limits + basic error queue & retry for Twilio/HubSpot 429/5xx.
Privacy: no keys hardcoded; redact secrets in logs.
Deliverables
Working integration in my Twilio & HubSpot accounts (we’ll share test creds).
Repo with readme:
Diagram (flow: Twilio → Agent → Twilio; Twilio → HubSpot).
Setup steps, environment variables, deploy notes.
Lindy/Make/Zapier workflow export (if used).
Message templates & guardrails:
Greeting, follow-ups, pricing request flow, “handover to human”.
RAG/knowledge setup (pick one):
Your hosted mini-API that exposes /project/rates, /quote, /files, /search, or
Embedded vector store (index my PDFs/DOCs) with citation snippets.
HubSpot objects & mappings:
Contact upsert.
Note/Engagement logging with metadata.
Test suite (manual is fine):
10 real test cases below all passing (see “Acceptance Tests”).
Acceptance Tests (must all pass)
Inbound WA “Hi” → contact created in HubSpot with phone; reply sent within 3–10s.
Ask “How much for 1.05 t & 12,102 screws?” → reply shows line-item calc & total.
Ask “Do you have compliance docs?” → reply includes link(s)/summary to KBLI cert & system overview.
Ask “What screws for AAC 75 mm on 89 mm studs?” → correct spec pulled from docs.
Ask “Lead time for 100 m² villa frame?” → answer references our process (design→manufacture→install).
Second message from same number → updates same HubSpot contact, adds a new note.
Opt-out “STOP” → no further replies; hubspot note logged.
Media received (image) → handled gracefully (ack + handover).
Twilio 401/429 injected → retries/backoff, error note logged in HubSpot.
Toggle “handover to human” flag → forward to email/Teams and stop auto-reply.
Tech Stack Preference
Agent: Lindy (preferred) or n8n/Make/Zapier + small Node/Python microservice for the AI and RAG.
LLM: OpenAI (GPT-4/4.1/4o-mini) or compatible; must accept system prompt + RAG snippets.
Hosting: Your choice (Render/Fly/Cloud Run). Provide deploy script.
Access You’ll Get
Twilio (sub-account if needed) with WhatsApp sender + Messaging Service.
HubSpot Private App token.
Project files (docs above) + rate sheet.
Optional: a tiny API I can host for /project/rates and /quote.
How to Apply (short & sweet)
3 links showing Twilio WhatsApp + HubSpot work (or exports from Make/Zapier/n8n).
One curl that hits Twilio Messages API and returns 201 (mask sensitive parts).
Outline your plan in 6 bullets (tools, RAG method, error handling).
Fixed price for MVP (2–4 days) + optional maintenance.
Bonus if you:
Already shipped WA auto-responders with HubSpot logging,
Can add multi-language later (EN/ID),
Can include a tiny admin page to view conversation history.
Goal: When a WhatsApp message hits my Twilio number, automatically:
Parse the message,
Generate a high-quality reply using my custom GPT context (LGS manufacturing),
Send the reply back on WhatsApp,
Create/Update the contact in HubSpot and log the full conversation + notes.
Preference: Lindy for the agent & orchestration. Open to Make/Zapier/n8n/Express/FastAPI if you can deliver faster and cleaner.
Core Requirements
A. Twilio WhatsApp (must)
Use my approved WhatsApp Business sender (Twilio) and Messaging Service (MG…).
Inbound webhook → your workflow/agent.
Outbound replies via Messages.json (form-urlencoded, Basic Auth).
Handle country codes, opt-out keywords, media fallback.
B. AI Brain (must)
Use a custom ChatGPT-style agent that references my project context:
Business rates & calculator (steel/tonne, screws, install, delivery).
Process, specs, compliance, and machine constraints.
Files provided (examples):
DIRECTORS REPORT v.01.pdf
strategy.docx
AACO_Panel_LG_steel_briefdocx.pdf (AAC 75 mm on LGS)
Operation Manual For XHH-JC LGS Former.pdf
SERTIFIKAT STANDAR KBLI 41011…pdf
You may call an internal /project/quote endpoint (I can host a tiny API) or embed the calculator.
Style: friendly, informative, answers in English by default.
C. HubSpot (must)
If number/email doesn’t exist → create Contact.
If exists → update Contact.
Log each turn as Engagement/Note (message, timestamps, direction, AI summary).
Store fields: phone (E.164), name (if detected), message intent/topic, project interest (villa/warehouse/etc.).
D. Ops & Reliability (must)
Idempotent inbound handling (no double replies).
Simple config: .env with TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, MESSAGING_SERVICE_SID, HUBSPOT_TOKEN, OPENAI_API_KEY (or your LLM).
Rate limits + basic error queue & retry for Twilio/HubSpot 429/5xx.
Privacy: no keys hardcoded; redact secrets in logs.
Deliverables
Working integration in my Twilio & HubSpot accounts (we’ll share test creds).
Repo with readme:
Diagram (flow: Twilio → Agent → Twilio; Twilio → HubSpot).
Setup steps, environment variables, deploy notes.
Lindy/Make/Zapier workflow export (if used).
Message templates & guardrails:
Greeting, follow-ups, pricing request flow, “handover to human”.
RAG/knowledge setup (pick one):
Your hosted mini-API that exposes /project/rates, /quote, /files, /search, or
Embedded vector store (index my PDFs/DOCs) with citation snippets.
HubSpot objects & mappings:
Contact upsert.
Note/Engagement logging with metadata.
Test suite (manual is fine):
10 real test cases below all passing (see “Acceptance Tests”).
Acceptance Tests (must all pass)
Inbound WA “Hi” → contact created in HubSpot with phone; reply sent within 3–10s.
Ask “How much for 1.05 t & 12,102 screws?” → reply shows line-item calc & total.
Ask “Do you have compliance docs?” → reply includes link(s)/summary to KBLI cert & system overview.
Ask “What screws for AAC 75 mm on 89 mm studs?” → correct spec pulled from docs.
Ask “Lead time for 100 m² villa frame?” → answer references our process (design→manufacture→install).
Second message from same number → updates same HubSpot contact, adds a new note.
Opt-out “STOP” → no further replies; hubspot note logged.
Media received (image) → handled gracefully (ack + handover).
Twilio 401/429 injected → retries/backoff, error note logged in HubSpot.
Toggle “handover to human” flag → forward to email/Teams and stop auto-reply.
Tech Stack Preference
Agent: Lindy (preferred) or n8n/Make/Zapier + small Node/Python microservice for the AI and RAG.
LLM: OpenAI (GPT-4/4.1/4o-mini) or compatible; must accept system prompt + RAG snippets.
Hosting: Your choice (Render/Fly/Cloud Run). Provide deploy script.
Access You’ll Get
Twilio (sub-account if needed) with WhatsApp sender + Messaging Service.
HubSpot Private App token.
Project files (docs above) + rate sheet.
Optional: a tiny API I can host for /project/rates and /quote.
How to Apply (short & sweet)
3 links showing Twilio WhatsApp + HubSpot work (or exports from Make/Zapier/n8n).
One curl that hits Twilio Messages API and returns 201 (mask sensitive parts).
Outline your plan in 6 bullets (tools, RAG method, error handling).
Fixed price for MVP (2–4 days) + optional maintenance.
Bonus if you:
Already shipped WA auto-responders with HubSpot logging,
Can add multi-language later (EN/ID),
Can include a tiny admin page to view conversation history.