Rules-Based Triage Chat for Tax-Foreclosure
Budget: $250 – $750 USD
Www.divineauthoritiesclt.org Project: Build a Rules-Based Triage Chat for a 36-Month Tax-Foreclosure System
Budget: $250–$750
Funds ready. Hiring immediately.
What This Is
This project is to build a professional, rules-based chat intake system that mirrors a 36-month property-tax foreclosure timeline used in Detroit / Wayne County.
This is not a generic nonprofit chatbot.
This is a time-stage classification and routing system.
If you do not build decision trees tied to legal timelines, do not apply.
Core Function (Very Specific)
The chat must do one primary job:
Correctly classify a property owner into ONE of four stages, then route them to the correct action and resources.
The four stages are fixed:
Stage 0 – Billed (Current Year / Safe Zone)
Stage 1 – Delinquent (≈ 12 months)
Stage 2 – Forfeited (≈ 24 months)
Stage 3 – Foreclosure (≈ 36 months / Last step)
No new stages. No rewording. No improvising.
How the Chat Must Work
1. Stage Identification (Non-Negotiable)
The chat must ask only the minimum questions needed to determine:
Property location (Detroit / Wayne County required)
Owner-occupant vs other
Tax status timing (current, late, forfeited, foreclosure)
Known deadlines (if applicable)
The output must be one clear stage classification.
2. Deterministic Routing
Once classified, the chat must:
Route users to the exact resource or next step tied to that stage
(HOPE, PAYS, payment plans, hearings, deadlines, etc.)
Display clear next actions, not advice or speculation
Routing must be rules-based, not AI guessing.
3. Structured Data Capture
The chat must capture:
Name
Contact info
Property address
Stage classification
Timestamp
Data must be saved to:
Google Sheets or
Airtable (preferred if within budget)
No unstructured chat logs.
4. Admin Control
Questions and routing editable without code
Easy export
Spam protection
Design & UX
Clean
Institutional
Trust-building
Mobile-first
Branded to Canva assets provided
No “chat personality.”
No emojis.
No filler text.
Allowed Tools (Must Justify)
Jotform Chat Form (preferred)
Tidio (rules-based flows only)
Landbot (only if budget allows)
No custom AI models. No expensive builds.
Timeline
Start: immediately
Delivery: 3–7 days
How to Apply (Strict)
To be considered, include:
Which tool you’ll use and why
How you will map the 4-stage logic
One example of a decision-tree system you built
Your earliest start time
Generic proposals will be ignored.
Budget: $250–$750
Funds ready. Hiring immediately.
What This Is
This project is to build a professional, rules-based chat intake system that mirrors a 36-month property-tax foreclosure timeline used in Detroit / Wayne County.
This is not a generic nonprofit chatbot.
This is a time-stage classification and routing system.
If you do not build decision trees tied to legal timelines, do not apply.
Core Function (Very Specific)
The chat must do one primary job:
Correctly classify a property owner into ONE of four stages, then route them to the correct action and resources.
The four stages are fixed:
Stage 0 – Billed (Current Year / Safe Zone)
Stage 1 – Delinquent (≈ 12 months)
Stage 2 – Forfeited (≈ 24 months)
Stage 3 – Foreclosure (≈ 36 months / Last step)
No new stages. No rewording. No improvising.
How the Chat Must Work
1. Stage Identification (Non-Negotiable)
The chat must ask only the minimum questions needed to determine:
Property location (Detroit / Wayne County required)
Owner-occupant vs other
Tax status timing (current, late, forfeited, foreclosure)
Known deadlines (if applicable)
The output must be one clear stage classification.
2. Deterministic Routing
Once classified, the chat must:
Route users to the exact resource or next step tied to that stage
(HOPE, PAYS, payment plans, hearings, deadlines, etc.)
Display clear next actions, not advice or speculation
Routing must be rules-based, not AI guessing.
3. Structured Data Capture
The chat must capture:
Name
Contact info
Property address
Stage classification
Timestamp
Data must be saved to:
Google Sheets or
Airtable (preferred if within budget)
No unstructured chat logs.
4. Admin Control
Questions and routing editable without code
Easy export
Spam protection
Design & UX
Clean
Institutional
Trust-building
Mobile-first
Branded to Canva assets provided
No “chat personality.”
No emojis.
No filler text.
Allowed Tools (Must Justify)
Jotform Chat Form (preferred)
Tidio (rules-based flows only)
Landbot (only if budget allows)
No custom AI models. No expensive builds.
Timeline
Start: immediately
Delivery: 3–7 days
How to Apply (Strict)
To be considered, include:
Which tool you’ll use and why
How you will map the 4-stage logic
One example of a decision-tree system you built
Your earliest start time
Generic proposals will be ignored.
Related categories:
Project Management
Web Development
Mobile Development
Airtable
Google Sheets
Automation
Chatbot
Data Management