AI Agent for Lead Engagement & CRM Automation (Kommo, AI Chat, Scheduling)

I own a tech startup with an active marketing and sales operation. We generate leads from multiple sources, including social media, our website, WhatsApp, email, and occasionally phone calls. Currently, we manage our leads using the Kommo CRM.

We want to automate our lead interactions using AI-powered agents that can:
✅ Engage leads via chat, email, and WhatsApp.
✅ Answer common questions using information from our website.
✅ Qualify leads based on responses.
✅ Guide leads to book an online meeting (we use Microsoft Bookings, but we are open to Calendly or similar).
✅ Offer leads a pre-made form to generate a trial of our product/service before they decide to buy.
✅ Route leads to the correct sales funnel in Kommo CRM based on AI-driven conversations.

Ideal Freelancer Skills & Experience:

-Experience setting up AI chatbots for lead engagement (GPT-based, Dialogflow, or other).
-Expertise in Kommo CRM (or the ability to integrate AI with it).
-Familiarity with automation tools like n8n, Make.com, Zapier, or similar.
-Experience integrating scheduling tools (Microsoft Bookings, Calendly, or others).
-Ability to train the AI on our website content for accurate responses.
-Strong portfolio with previous AI automation projects (case studies or showcases preferred).

Deliverables:

-AI chatbot integrated with WhatsApp, Email, and Website chat.
-AI-powered lead qualification and routing into Kommo CRM.
-Seamless scheduling integration for online meetings.
-Lead trial request automation (via form submission).
-Documentation and basic training on how to manage and optimize the system.

Budget & Timeline:

-Please provide a detailed quote, including the cost breakdown for setup and any potential recurring costs.
-Expected timeline for delivery.
-If you have experience with similar projects and can demonstrate successful implementations, we’d love to hear from you!

How to Apply:

-Share your portfolio, case studies, or relevant past work.
-Explain your approach and suggest the best tools for this project.
-Provide a price estimate and timeline.
-Looking forward to working with an automation expert who can streamline our lead management with AI!