Description
Summary Scope of work - Build an Al-powered assistant with Claude Al integrated with WhatsApp Business, Jobber, Google Drive, and email - Create one central Al brain with memory and reasoning accessible through five WhatsApp chats - Develop functionality for understanding customer-specific terminology and pricing - Set up Al to pull pricing from Jobber and create draft quotes for approval - Implement Al to generate supplier purchase orders and send them via email - Integrate saving of supplier confirmations and documents to Google Drive - Design the system to generate invoices upon delivery completion, presenting them for approval - Ensure the system uses persistent memory and centralized knowledge base - Enable learning from historical orders, emails, conversations, and company documents - Incorporate customer-specific pricing and payment terms - Develop a sales training assistant for employees - Implement a management chat for reporting and business insights - Ensure human approval before important actions, with audit trail and confidence scoring - Prepare the system for future expansion ### Chat 1: Orders & Quote Creation When a user forwards a customer order into WhatsApp, the AI should: * Read orders from messages, emails, PDFs, screenshots, and attachments * Understand customer-specific terminology * Identify products and quantities * Match products correctly even when customers use different descriptions * Retrieve customer pricing from Jobber * Create a draft quote in Jobber * send the quote back via WhatsApp * Present the quote for review * Wait for manual approval before sending The AI should use customer history and previous orders to improve accuracy. ### Chat 2: Purchasing Once a quote is approved, the AI should: * Determine the correct supplier based on product or material type * Generate purchase orders * Send purchase orders via email * Save confirmations and related documents to Google Drive * Maintain organized records of purchasing activity All supplier communication is handled by email. ### Chat 3: Invoicing When products are delivered, a user will notify the AI through WhatsApp. The AI should: * Confirm delivery details * Ask whether any changes were made to the order * Update quantities if necessary * Apply the customer's payment terms * Generate the invoice through Jobber * Present the invoice for approval before sending ### Chat 4: Sales Training Assistant A separate WhatsApp chat should function as an internal sales training assistant. The AI should: * Learn our products and services * Learn our sales process * Learn company terminology * Learn supplier information * Learn company procedures * Build a searchable internal knowledge base Employees should be able to ask questions and receive accurate answers based on company-specific knowledge. ### Chat 5: Management & Reporting A separate WhatsApp Management Chat should provide business insights and reporting. Management should be able to ask natural language questions such as: * Which customers generate the most revenue? * Which customers generate the highest profit? * Which customers consistently pay late? * Which customers should we prioritize? * Which suppliers perform best? * Which suppliers have the most issues? * Which stores fulfill orders most reliably? * Which stores have the most delivery failures? * Which drivers perform best? * Which drivers have the most delivery issues? * What products generate the best margins? The AI should provide useful business insights based on available company data. ### Additional Requirements * Human approval before sending quotes, purchase orders, and invoices * Persistent memory and centralized knowledge base * Ability to ingest historical orders, customer communications, emails, company documents, and training materials * New long-term knowledge should be reviewable before becoming permanent * Confidence scoring for important decisions * Customer profiles with customer-specific pricing and payment terms * Complete audit trail of major actions * Google Drive document storage * Architecture designed for future expansion Required integrations: * Claude AI (Anthropic API) * WhatsApp Business API * Jobber API * Google Drive API * Email integration Please include examples of similar projects, your recommended architecture, timeline, estimated cost, and how you would implement memory and knowledge management.