FYSH WhatsApp Chatbot & Zoho Stack – Handover and Request for Time/Cost Estimate
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I’m reaching out to engage an expert to complete our FYSH WhatsApp Chatbot automation project. The original implementer has exited, and we need a clean handover and completion plan.
Current Status (Completed)
1. Created a Meta WhatsApp bot: FYSH Bot
2. Integrated Meta WhatsApp ↔ Zoho SalesIQ
3. Built the required bot flows in SalesIQ
4. Integrated SalesIQ ↔ Zoho CRM
5. Customized CRM Lead layout to fit FYSH’s business model
6. Customized CRM Customers layout
7. Customized CRM Contact layout
8. Customized CRM Account layout
9. Customized CRM Products with two layouts:
o Services
o Parts (chargers & accessories)
10. Customized CRM Vendors (parts providers & partners)
11. Integrated Zoho FSM ↔ Zoho CRM
12. Built automation workflows to auto-create Customers, Contacts, Accounts, and FSM work jobs
13. Created a Booking page with these requirements (partially completed ~70%):
• 2 time slots per day
• 2 reservations per time slot
Remaining Scope (To Be Completed)
1. Create SalesIQ triggers and integrate them with the existing workflows so the bot can initiate conversations in specific cases (e.g., feedback, partner-initiated leads)
2. Create a Tasks layout to schedule requested calls
3. Create user accounts and manage roles/permissions
4. Complete the Booking page setup end-to-end
What We Need From You
1. A quick review of the current implementation (SalesIQ, CRM, FSM, and the existing automations)
2. Your proposed approach to complete the remaining scope
3. An estimate of:
o Time to complete (in working days/weeks)
o Cost (fixed price preferred, or clear milestone-based pricing)
4. Any dependencies/assumptions you require (access, licenses, environments, etc.)
If you’re available, please share a couple of time slots for a short kickoff call so we can walk you through the current setup and grant the required access.
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