Build Superior AI Sales Agent
Budget: $250 – $750 USD
I have been impressed by how ChatGPT converses, how Salesforce Einstein mines CRM data and how Zoho SalesIQ keeps conversations moving automatically. My goal is to blend the strongest parts of those three platforms into a single, unified AI sales agent that can:
• understand and respond naturally (ChatGPT-level NLP)
• dig into structured sales data for insights and next-best actions (Einstein-style analysis)
• trigger perfectly timed, multichannel follow-ups without human intervention (SalesIQ-like automation)
Once complete, the agent should comfortably manage lead generation, customer support and even the hand-off or execution of closing tasks inside a typical CRM workflow.
I will provide access to my sandbox CRM and any required API keys. You will architect and build the agent—preferably in Python with frameworks such as LangChain, OpenAI functions, Salesforce or Zoho SDKs—then expose it through a simple web or Slack interface for testing.
Deliverables
• Technical design outlining data flow, model selection and integration points
• Working prototype connected to my CRM sandbox that can:
– greet a new prospect, qualify them and create/score a lead record
– answer common support questions pulling live account data
– recommend or schedule a closing action (e-contract, call, or offer) based on probability to win
• Automated follow-up logic (email/SMS or in-app) with adjustable rules
• Documentation and short Loom walkthrough so I can maintain and expand the solution
I value clean, well-commented code and pragmatic choices—use pre-trained language models where possible, fine-tune only if it clearly improves accuracy or personalization. Let me know how you would approach merging these three capability sets and how long the initial prototype would take.
• understand and respond naturally (ChatGPT-level NLP)
• dig into structured sales data for insights and next-best actions (Einstein-style analysis)
• trigger perfectly timed, multichannel follow-ups without human intervention (SalesIQ-like automation)
Once complete, the agent should comfortably manage lead generation, customer support and even the hand-off or execution of closing tasks inside a typical CRM workflow.
I will provide access to my sandbox CRM and any required API keys. You will architect and build the agent—preferably in Python with frameworks such as LangChain, OpenAI functions, Salesforce or Zoho SDKs—then expose it through a simple web or Slack interface for testing.
Deliverables
• Technical design outlining data flow, model selection and integration points
• Working prototype connected to my CRM sandbox that can:
– greet a new prospect, qualify them and create/score a lead record
– answer common support questions pulling live account data
– recommend or schedule a closing action (e-contract, call, or offer) based on probability to win
• Automated follow-up logic (email/SMS or in-app) with adjustable rules
• Documentation and short Loom walkthrough so I can maintain and expand the solution
I value clean, well-commented code and pragmatic choices—use pre-trained language models where possible, fine-tune only if it clearly improves accuracy or personalization. Let me know how you would approach merging these three capability sets and how long the initial prototype would take.