AI Chatbot Developer Needed for Lead Qualification System (Database + SMS + Email + Calendar Integration) NDA must be signed when contract awarded We are looking for an experienced AI developer to build and integrate a custom chatbot designed for lead qualification, not e commerce. • Database information will be provided later and may differ by location. Each location may have different field names or structures, but the overall data type and purpose will remain similar. • The system must be built with a shared logic layer. All core AI rules, business logic, and conversation flows must be centralized so that improvements or modifications automatically apply to all location instances. • Each location must have its own isolated data, branding, and configuration. The underlying logic engine must remain unified across all deployments, even if each location may use a different database structure. • The platform must support deploying a second location easily, using the same logic while keeping data, access, and configuration fully separated. • The architecture must be designed to support additional locations in the future. Adding a new location should require minimal setup and no duplication of logic or code. Project Overview The chatbot must connect to a live product database and provide real-time answers based on stored information. It should also generate AI-driven responses for general or open-ended questions within our field of practice. The goal is to qualify potential clients, recommend suitable products, and ensure fast follow up by a salesperson. Core Features Required 1. Guided Conversation Flow • Greet the user and collect basic contact information (name + phone number). • Ask a series of guided questions to understand the client’s needs. • Recommend relevant items from the database based on the user’s answers. 2. SMS Automation (Immediate Alerts + Client Ticket) After collecting contact information, the system must automatically send an SMS to the client containing: • A reference/ticket number • A link to return to the chatbot if the session disconnects • A link to contact a salesperson directly Additionally, when a new lead is created, the salesperson must receive an SMS alert to ensure fast follow up. SMS can be handled through a third party provider; please specify expected monthly/yearly fees. 3. Automatic Email to Salesperson (Full Lead Details) When the chat session ends, the system must automatically send an email to the assigned salesperson containing: • Client’s name • Client’s phone number • All questions and answers provided by the client • The full chat transcript • The reference/ticket number This ensures the salesperson has complete context before calling the client. 4. Salesperson Communication • The client must be able to email or text a salesperson at any time. • The system should notify the salesperson immediately. • Integration with a calendar or scheduling tool (Google Calendar, Outlook, Calendly, etc.) to book appointments or follow-up calls. 5. AI Behavior Requirements • Human like conversational flow • Avoid repeating questions • Provide accurate, relevant answers • Do not answer questions outside our field of practice 6. Conversation Logging & Review Dashboard The system must include an internal admin interface allowing us to: • Review all past chatbot conversations • See how the AI responded at each step • Identify incorrect or low quality answers • Use this information to improve the AI’s behavior over time This is essential for ongoing optimization and quality control. 7. Technical Requirements • Chatbot + database integration • AI/LLM response generation • SMS API integration • Email + calendar integration • Admin dashboard for reviewing conversations and tracking leads • Secure storage of chat logs and client information Experience Required Applicants must have: • Proven experience building AI chatbots • Examples of similar projects or working demos • Experience with database-driven systems • Experience integrating SMS, email, and scheduling tools • Strong understanding of AI prompt engineering and conversation design • Strong experience creating AI rule based logic (guardrails, overrides, correction layers) to keep answers sharp, accurate, and aligned with business requirements. Language French and English Maybe others after