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Automated Frontline & Gorgias Basic Handoff System
UpworkUSNot specifiedintermediate
n8nAI Agent DevelopmentArtificial IntelligenceAutomationAPI IntegrationClaudeAI ChatbotFastAPIOpenAI APIPythonSupabaseGenerative AILinuxTensorFlowPyTorch
1. Project Overview
We need a custom AI Support Agent for a DTC supplement brand. The agent will live on our storefront, handle complex product inquiries using a custom Knowledge Base, and interact with our Gorgias Basic helpdesk via API to manage tickets and handovers.
The Goal: High-reasoning automation (Fin AI style) with zero "per-resolution" fees, integrated into our existing Gorgias workflow.
2. Technical StackAI Engine: OpenAI GPT-4o or Claude 3.5 Sonnet (via API).
Knowledge Base: product PDFs and compliance docs.
Backend: Node.js or Python (FastAPI/Serverless) to orchestrate Shopify, Gorgias, and the LLM.
Helpdesk: Gorgias Basic (API-only integration).
3. Core Functional Requirements
A. The "Science Brain" (Knowledge Retrieval) The developer must implement a RAG pipeline so the AI can answer:Ingredient Questions: "What is the difference between your magnesium types?"Safety/Compliance: Must include a hard-coded FDA disclaimer for health-related queries.Strict Guardrails: The AI must never "hallucinate" health claims. If it doesn't know an answer based only on our uploaded docs, it must escalate to a human.
B. Gorgias API Integration (Basic Plan Friendly)Since we are on Gorgias Basic, we must avoid the "AI Agent" add-on. Use the public API for: Ticket Syncing: When a chat starts, create a ticket via POST /api/tickets. Thread Management: Map the conversation to a single ticket_id so we don't exceed our monthly limit with duplicate entries. Smart Internal Notes: When a human is requested, the AI must POST an internal note to the ticket summarizing: Customer Sentiment (e.g., Happy, Angry, Confused).The "Key Question" the AI couldn't answer. The customer's Order # (fetched from Shopify).C. Shopify Integration (Transactional)The AI should use the Shopify Admin API to:Fetch real-time order status and tracking links.Verify if a customer is an active subscriber (e.g., via Recharge tags).
4. Logical Routing & Handoff ScenarioAI Action Gorgias Action Standard FAQ Answer and ask "Did this help?"Update ticket as closed if resolved.Complex ScienceQuery Vector DB + Answer. Keep ticket open for human audit.Shipping/WISMOFetch Shopify data + Display. Tag ticket #Automated-Shipping. Human Request Provide summary & set expectations. Move ticket to Open and notify team.
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