WhatsApp AI Bot integrated with Salesforce
Budget: €750 – €1,500 EUR
Overview
Goal: Develop a WhatsApp AI bot/AI agent that interacts with Salesforce and customers to automate lead communication and fill in missing data.
Requirements (Version 1)
1. integration with Salesforce
o Automatic detection of new leads in our Salesforce
o Automatic WhatsApp message to the customer after lead generation (only for WhatsApp-enabled numbers).
o Data synchronisation:
Missing field recognition in certain Salesforce objects and enquiry to the customer via AI bot.
Store data captured in WhatsApp, e.g. photos or text content, directly in Salesforce in the correct customer object. E.g. also store the vehicle brand in the brand in Salesforce.
o Status management:
Status changes in Salesforce by the bot (e.g. you have new offers available).
2. WhatsApp functions
o Sending a personalised link to the offer portal. (we already generate the link automatically, it just needs to be sent out)
o Notifications about incoming offers:
Timed reminders (e.g. ‘3 garages have sent quotes’).
o AI-supported advice:
Answers to FAQs (e.g. ‘How long does it take to process?’).
Training of the bot by us as platform owner
3. version 2 (optional)
o Integration with workshop portals:
Automatic transfer of quotation data to Salesforce.
o Multimedia interaction:
Storage of photos in Salesforce e.g. engine removed, engine installed, engine delivered etc.
Technical focus points
- Scalability:
o Simple expansion of AI functions (e.g. new FAQ topics).
- Monitoring:
o Real-time statistics on response times and chat activities.
- Hybrid model:
o Escalation to human agents for complex or specific queries.
Open questions/ideas for the discussion
1. should the bot support multilingualism (e.g. German/English)? Yes, simply switch language at the customer's request
2. is a voice-to-text function for voice messages desired? Yes but not a must have
3. how should complaints or unusual enquiries be dealt with in the chat? Escalation to us as platform owner via email or WhatsApp message
4. should workshops be able to make enquiries to customers via the bot (version 2)? Yes, but only in version 2.0
It should be possible for customers to query the current status.
What would we like to know
Estimated effort in hours is a must have otherwise we will not respond to your
Required tools, which tools are all used to carry out this configuration?
References from you: Have you already successfully completed similar projects?
How long would you need?
Regards
Goal: Develop a WhatsApp AI bot/AI agent that interacts with Salesforce and customers to automate lead communication and fill in missing data.
Requirements (Version 1)
1. integration with Salesforce
o Automatic detection of new leads in our Salesforce
o Automatic WhatsApp message to the customer after lead generation (only for WhatsApp-enabled numbers).
o Data synchronisation:
Missing field recognition in certain Salesforce objects and enquiry to the customer via AI bot.
Store data captured in WhatsApp, e.g. photos or text content, directly in Salesforce in the correct customer object. E.g. also store the vehicle brand in the brand in Salesforce.
o Status management:
Status changes in Salesforce by the bot (e.g. you have new offers available).
2. WhatsApp functions
o Sending a personalised link to the offer portal. (we already generate the link automatically, it just needs to be sent out)
o Notifications about incoming offers:
Timed reminders (e.g. ‘3 garages have sent quotes’).
o AI-supported advice:
Answers to FAQs (e.g. ‘How long does it take to process?’).
Training of the bot by us as platform owner
3. version 2 (optional)
o Integration with workshop portals:
Automatic transfer of quotation data to Salesforce.
o Multimedia interaction:
Storage of photos in Salesforce e.g. engine removed, engine installed, engine delivered etc.
Technical focus points
- Scalability:
o Simple expansion of AI functions (e.g. new FAQ topics).
- Monitoring:
o Real-time statistics on response times and chat activities.
- Hybrid model:
o Escalation to human agents for complex or specific queries.
Open questions/ideas for the discussion
1. should the bot support multilingualism (e.g. German/English)? Yes, simply switch language at the customer's request
2. is a voice-to-text function for voice messages desired? Yes but not a must have
3. how should complaints or unusual enquiries be dealt with in the chat? Escalation to us as platform owner via email or WhatsApp message
4. should workshops be able to make enquiries to customers via the bot (version 2)? Yes, but only in version 2.0
It should be possible for customers to query the current status.
What would we like to know
Estimated effort in hours is a must have otherwise we will not respond to your
Required tools, which tools are all used to carry out this configuration?
References from you: Have you already successfully completed similar projects?
How long would you need?
Regards