Description
Summary We're building an automation system for an industrial distribution client (₹1cr+ revenue, 2,500+ dealers, 40+ brands). Every workflow today is manual — calls, WhatsApp replies, payment follow-ups, promo outreach, and inquiry responses — with zero tracking or automation layer. We need one freelancer to build all 5 modules using Bolna/VAPI (voice), Make.com (orchestration), and WhatsApp Business API (official Meta Cloud) — not a generalist stitched together from scratch, someone who's shipped this stack before. Module 1 — Call Handling & Logging Every inbound call currently starts from zero — no caller history, no record of why they called, nothing tracked as resolved. Build: AI voice agent (Bolna or VAPI) that answers calls, classifies intent (order status / payment query / new inquiry / complaint), logs each call into a live Airtable database via Make.com, and auto-escalates payment/complaint calls to a human in real time. Module 2 — WhatsApp Lead Management Inbound leads arrive over WhatsApp with zero structure — no tracking of who messaged, when, what they wanted, or reply speed. Build: official WhatsApp Business API (Meta Cloud) integration logging every inbound message, auto-classifying intent, tagging lead status (new/replied/converted/dropped), tracking SLA, and flagging anything unanswered. Module 3 — Payment Follow-Up & Credit Risk Automation Payment follow-up is fully manual — someone calls dealers roughly every 15 minutes for status, and late payments risk supply relationships with principal brands. Build: automated follow-up system tied to the credit ledger that triggers scheduled voice/WhatsApp reminders, auto-escalates overdue accounts, and removes manual dialing. (Ledger/ERP data source to be confirmed on discovery call.) Module 4 — Promotional Outreach Broadcast Promotional calls and emails to dealers are done manually, one by one. Build: outbound broadcast system (WhatsApp and/or voice IVR) with interactive branching — e.g. reply/press 1 if interested, 2 for demo — auto-routing responses into a sales follow-up queue. Module 5 — Real-Time Product & Discount Inquiry Response Product/discount inquiries outside business hours get delayed, manually-looked-up replies. Build: AI agent (WhatsApp and/or voice) with live read access to product/discount/inventory data (Google Sheets or Airtable), answering instantly and handing off to a human callback number when it can't resolve confidently. Tech Stack Bolna / VAPI, Make.com, WhatsApp Business API (official Meta Cloud), Airtable/Google Sheets. Deliverables All 5 modules live and tested Documentation per workflow Loom walkthrough of the full system Full handover of credentials, scenarios, and code — no vendor lock-in Ideal Freelancer Proven Make.com experience (or n8n/Zapier equivalent) Hands-on with Bolna, VAPI, Retell, or similar voice AI platforms Official WhatsApp Business API integration experience — no unofficial wrappers Comfortable with Indian SME/vernacular voice flows Can execute from a scope doc with minimal hand-holding Milestones One milestone per module (5 total), payment released on completion and testing of each. Screening Questions Have you built an official WhatsApp Business API integration before? Share an example. Which voice AI platform have you shipped with — Bolna, VAPI, Retell, or other? What was the use case? How would you structure a Make.com scenario for automated payment follow-up tied to a credit ledger? Ownership All code, scenarios, and credentials are work-for-hire, transferring fully on completion.