Insurance Renewal Voice Bot (Plivo)
Budget: ₹12,500 – ₹37,500 INR
I want to build a conversational voice bot on the Plivo telephony platform that fully handles my insurance product renewals from start to finish. The call flow must feel natural, mirroring a live agent while remaining compliant with industry standards.
Core scope
• The bot calls or receives calls from customers due for renewal.
• It immediately verifies the caller’s identity by asking pre-defined security questions.
• Once verified, it retrieves and reads back the relevant policy details.
• If the customer confirms, the bot securely accepts payment and issues a renewal confirmation.
Deliverables
1. Dialog design and intents that cover the three essential tasks:
– Verify customer identity
– Provide policy details
– Accept payment
2. Plivo integration (voice API, call control XML, webhooks).
3. Secure payment hand-off or tokenised capture that can be audited.
4. Deployment instructions plus a test number so I can run live calls myself.
5. Handover of clean, well-commented code and any training data.
Acceptance criteria
• A successful end-to-end demo call that renews a test policy in one session.
• 90 %+ accuracy on identity-verification questions during user testing.
• Clear logs showing policy lookup and payment confirmation.
Please outline your approach to conversational design, any NLP stack you prefer, and prior experience with Plivo or similar voice platforms.
Core scope
• The bot calls or receives calls from customers due for renewal.
• It immediately verifies the caller’s identity by asking pre-defined security questions.
• Once verified, it retrieves and reads back the relevant policy details.
• If the customer confirms, the bot securely accepts payment and issues a renewal confirmation.
Deliverables
1. Dialog design and intents that cover the three essential tasks:
– Verify customer identity
– Provide policy details
– Accept payment
2. Plivo integration (voice API, call control XML, webhooks).
3. Secure payment hand-off or tokenised capture that can be audited.
4. Deployment instructions plus a test number so I can run live calls myself.
5. Handover of clean, well-commented code and any training data.
Acceptance criteria
• A successful end-to-end demo call that renews a test policy in one session.
• 90 %+ accuracy on identity-verification questions during user testing.
• Clear logs showing policy lookup and payment confirmation.
Please outline your approach to conversational design, any NLP stack you prefer, and prior experience with Plivo or similar voice platforms.