Contact person: Business Client

Phone:Show

Email:Show

Location: Melbourne, Australia

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m looking to roll out a fully-featured AI solution that unifies our core business systems while streamlining day-to-day workflows for both sales and field operations.

Scope – Phase 1: AI Chat & Lead Engine
• Build an internal Chat Window that taps into Salesforce and AutomationKing so staff can ask free-form questions about customer records, policies, or any indexed documentation.
• Enable the same LLM to pull customer data from Salesforce in real time, then automatically format PDF sales quotes.
• Add an internet-scraping routine that hunts for new prospects, enriches them with publicly available data, and pushes qualified leads straight into Salesforce.
• Index internal manuals and guidelines so employees can query an always-current knowledge base instead of wading through folders.

Scope – Phase 2: Salesforce Dispatch Optimisation
• Replace manual driver allocations with rules-based assignment that factors in trading hours, operational constraints, live traffic, and geolocation.
• Trigger automated customer notifications (on-route, ETA updates, job completion) through existing Salesforce processes.
• Surface dashboards and alerts that highlight exceptions or capacity gaps and recommend next-best actions.
• Review related Salesforce flows and suggest any quick-win process improvements.

What I’ll provide
• Access to current Salesforce org, AutomationKing instance, sample PDFs, and internal documentation.
• Clear business rules for dispatch logic and lead qualification.

What I need from you
• Architecture design for the LLM stack (model selection, vector store, retrieval strategy).
• Secure API integrations with Salesforce, AutomationKing, Outlook (and Shopify if viable).
• Clean, well-commented code with deployment instructions.
• A short knowledge-transfer session and hand-off documentation once everything is tested.

If you’ve delivered similar AI-powered Salesforce solutions—or have deep experience with large language models, Apex, and real-time integrations—let’s talk." (client-provided description)