Description
Summary What We Need Built: Phase 1 - Account Lookup Agent (this engagement) -A support agent or admin types in a customer's name, email, or phone number -The AI searches our internal database via APIs our backend team will provide -The AI returns a clean summary of that customer's account - status, plan, recent tickets -Read-only. No changes, no deletions, no customer-facing interaction Phase 2 - Customer-Facing AI Agent Once Phase 1 is validated, we will expand into a direct customer-facing agent: -AI handles customer inquiries via chat and phone in real time -Answers common questions, resolves standard issues, escalates to a human when needed -Connects to our internal systems to take approved actions on accounts -A separate grading engine will score interactions and continuously improve the AI over time What You'll Be Working With: -Anthropic Claude API as the AI engine -Internal REST APIs built by our backend team - you build the agent layer on top -All data stays on our servers - nothing sensitive goes outside our environment