Build a business chat platform with 2 panels and my company as the middle one (website and mobile native webapp)
Budget: ₹10,000 – ₹20,000 INR
Project for Business chat platform ..
1. 2 panels..
a. between associate and us…
b. and between us and the bankers
Each panel to have below functions
2. separate chat rooms for each combination of Product/location
3. Time stamps for each person passing the buck
4. Ratings of people to promote people with good behaviours.. and low rating to people less active/ low response, etc.
5. multiple chat groups search button
6. Read receipt.. similar to whatsapp.. like blue tick.. double tick..
7. Connect it to whatsapp chat for notification to people
8. Forum Admin rights on whom to allow..how to allow .which group to allow, when to remove, etc..
9. loan process regular question and answer need to have automatic button e.g. “send me documents”, “documents incomplete”, “customer not picking phone”...etc
10. system transparent and show to all who is delaying..send them reminders button,
11. gamification like penalty points ///color code ..for good and bad behaviour in processing, awards, etc.. best performer of the day/month/year with awards
12. Automatic notification on new leads to all bankers in that forum..
13. and every customer discussion in one forum.. to be consolidated together..e.g. one chatroom.. (ahmedabad, home loan)... and there is a discussion on 10 customers going on .. then discussion on a particular customers e.g. Mukesh Home loan ahmedabad.. needs to be consolidated as one sub-discussion in that chatroom.. .. another Ajay Home loan ahmedabad.. to be a separate sub-discussion in that same chatroom .. this way all FAQs related to a Mukesh, Harsh.. are consolidated.. and we do not have to answer same question again and again
14. Nickname (anonymous chats) should come automatically..and it should mandatory from the system.. to hide identity of every banker.. and we should have some negative filter words..i.e. we should not allow anyone to open their identity on the chat.. or share mobile number etc
15. Documents check system with automated hiding of any of the KYC docs personal infor e.g. bank account number, name, pan card , phone number etc. of customer
16. Connect the associate and customer to the central database of all associates/customers
17. Allow connection of more associates
18. Regular check on only official bankers entering the system through confirming their email id has @xxxbank.com
19. Allow panel option to directly send data of performing associates with bankers .. or allow passing their message from one panel to another panel
20. Allow Private chatroom with individual associate / bankers as and when required
21. All access to the chatrooms to be controlled through whatsapp notifications and url / sms links automated to be sent to people
1. 2 panels..
a. between associate and us…
b. and between us and the bankers
Each panel to have below functions
2. separate chat rooms for each combination of Product/location
3. Time stamps for each person passing the buck
4. Ratings of people to promote people with good behaviours.. and low rating to people less active/ low response, etc.
5. multiple chat groups search button
6. Read receipt.. similar to whatsapp.. like blue tick.. double tick..
7. Connect it to whatsapp chat for notification to people
8. Forum Admin rights on whom to allow..how to allow .which group to allow, when to remove, etc..
9. loan process regular question and answer need to have automatic button e.g. “send me documents”, “documents incomplete”, “customer not picking phone”...etc
10. system transparent and show to all who is delaying..send them reminders button,
11. gamification like penalty points ///color code ..for good and bad behaviour in processing, awards, etc.. best performer of the day/month/year with awards
12. Automatic notification on new leads to all bankers in that forum..
13. and every customer discussion in one forum.. to be consolidated together..e.g. one chatroom.. (ahmedabad, home loan)... and there is a discussion on 10 customers going on .. then discussion on a particular customers e.g. Mukesh Home loan ahmedabad.. needs to be consolidated as one sub-discussion in that chatroom.. .. another Ajay Home loan ahmedabad.. to be a separate sub-discussion in that same chatroom .. this way all FAQs related to a Mukesh, Harsh.. are consolidated.. and we do not have to answer same question again and again
14. Nickname (anonymous chats) should come automatically..and it should mandatory from the system.. to hide identity of every banker.. and we should have some negative filter words..i.e. we should not allow anyone to open their identity on the chat.. or share mobile number etc
15. Documents check system with automated hiding of any of the KYC docs personal infor e.g. bank account number, name, pan card , phone number etc. of customer
16. Connect the associate and customer to the central database of all associates/customers
17. Allow connection of more associates
18. Regular check on only official bankers entering the system through confirming their email id has @xxxbank.com
19. Allow panel option to directly send data of performing associates with bankers .. or allow passing their message from one panel to another panel
20. Allow Private chatroom with individual associate / bankers as and when required
21. All access to the chatrooms to be controlled through whatsapp notifications and url / sms links automated to be sent to people