AI-Driven Consultancy Platform Development
Budget: ₹12,500 – ₹37,500 INR
Full-Stack AI Automation Architect | Business Consultancy & Lead Gen Platform
Project Overview
We are seeking a high-level Full-Stack AI Developer/Architect to build a "Tech-Enabled Consultancy" platform. The goal is to replace manual operations with 5-11 integrated AI automation layers, covering everything from lead generation and document processing to automated client case management.
The system must handle multi-domain consultancy services including Insurance, Study Abroad, NRI Property Management, and GST/Tax Filing.
Technical Stack Requirements
Core AI: OpenAI API (GPT-4o), Claude 3.5, or Gemini Pro.
Automation/Orchestration: Make.com (formerly Integromat), Zapier, or Python-based LangChain/LangGraph.
Frontend/Dashboard: React.js or Next.js (Client & Admin Dashboards).
Backend: Node.js or Python (FastAPI/Flask).
Database: PostgreSQL or MongoDB with Vector Storage (Pinecone/Weaviate) for RAG.
Lead Gen/Scraping: Apollo API, LinkedIn Automation, or custom headless scrapers.
Communication: WhatsApp Business API (via Twilio/Cloud API), Botpress/ManyChat, and SendGrid.
Document AI: AWS Textract, Google Document AI, or OCR.space.
Voice AI: Vapi, ElevenLabs, or Bland AI.
Scope of Work (Key Deliverables)
1. AI Lead Generation & Scoring Engine
Automated scraping and lead capture from LinkedIn, business directories, and NRI forums.
Automated outreach via Email, LinkedIn, and WhatsApp.
AI Lead Scoring: Categorizing leads into Hot/Warm/Cold based on intent.
2. Omnichannel AI Consultant (Chatbot)
Deployment on Website, WhatsApp, FB, and Instagram.
Multilingual support (English, Hindi, Telugu, Tamil).
Capabilities: Lead qualification, service FAQ, and consultation booking.
3. Intelligent Document Processing (IDP)
Automated extraction of data from Passports, GST invoices, Bank statements, and Property deeds.
Auto-verification of KYC and compliance documents.
4. Automated Case Management System
A digital "Case File" for every client with an external dashboard for progress tracking.
Automated triggers for follow-ups and status notifications (SMS/WhatsApp).
5. AI Marketing & Proposal Generation
Content Engine: Daily automated generation of SEO blogs and social media posts.
Proposal Generator: Auto-create PDF service proposals within 30 seconds of a client request.
Freelancer Requirements
Proven experience in AI Agents and RAG (Retrieval-Augmented Generation).
Expertise in API Integration (specifically CRM, WhatsApp, and Payment Gateways).
Strong understanding of Data Privacy and Security (handling sensitive financial/identity docs).
Ability to build a scalable, modular architecture (so we can add new "AI Advisors" later).
How to Apply
Please provide:
Examples of similar AI automation workflows you have built.
Your preferred tech stack for the "Document Processing" and "Lead Gen" layers.
An estimated timeline for a Phase 1 MVP (Lead Gen + Chatbot + Dashboard).
Project Overview
We are seeking a high-level Full-Stack AI Developer/Architect to build a "Tech-Enabled Consultancy" platform. The goal is to replace manual operations with 5-11 integrated AI automation layers, covering everything from lead generation and document processing to automated client case management.
The system must handle multi-domain consultancy services including Insurance, Study Abroad, NRI Property Management, and GST/Tax Filing.
Technical Stack Requirements
Core AI: OpenAI API (GPT-4o), Claude 3.5, or Gemini Pro.
Automation/Orchestration: Make.com (formerly Integromat), Zapier, or Python-based LangChain/LangGraph.
Frontend/Dashboard: React.js or Next.js (Client & Admin Dashboards).
Backend: Node.js or Python (FastAPI/Flask).
Database: PostgreSQL or MongoDB with Vector Storage (Pinecone/Weaviate) for RAG.
Lead Gen/Scraping: Apollo API, LinkedIn Automation, or custom headless scrapers.
Communication: WhatsApp Business API (via Twilio/Cloud API), Botpress/ManyChat, and SendGrid.
Document AI: AWS Textract, Google Document AI, or OCR.space.
Voice AI: Vapi, ElevenLabs, or Bland AI.
Scope of Work (Key Deliverables)
1. AI Lead Generation & Scoring Engine
Automated scraping and lead capture from LinkedIn, business directories, and NRI forums.
Automated outreach via Email, LinkedIn, and WhatsApp.
AI Lead Scoring: Categorizing leads into Hot/Warm/Cold based on intent.
2. Omnichannel AI Consultant (Chatbot)
Deployment on Website, WhatsApp, FB, and Instagram.
Multilingual support (English, Hindi, Telugu, Tamil).
Capabilities: Lead qualification, service FAQ, and consultation booking.
3. Intelligent Document Processing (IDP)
Automated extraction of data from Passports, GST invoices, Bank statements, and Property deeds.
Auto-verification of KYC and compliance documents.
4. Automated Case Management System
A digital "Case File" for every client with an external dashboard for progress tracking.
Automated triggers for follow-ups and status notifications (SMS/WhatsApp).
5. AI Marketing & Proposal Generation
Content Engine: Daily automated generation of SEO blogs and social media posts.
Proposal Generator: Auto-create PDF service proposals within 30 seconds of a client request.
Freelancer Requirements
Proven experience in AI Agents and RAG (Retrieval-Augmented Generation).
Expertise in API Integration (specifically CRM, WhatsApp, and Payment Gateways).
Strong understanding of Data Privacy and Security (handling sensitive financial/identity docs).
Ability to build a scalable, modular architecture (so we can add new "AI Advisors" later).
How to Apply
Please provide:
Examples of similar AI automation workflows you have built.
Your preferred tech stack for the "Document Processing" and "Lead Gen" layers.
An estimated timeline for a Phase 1 MVP (Lead Gen + Chatbot + Dashboard).