Contact person: Business Client

Phone:Show

Email:Show

Location: Dhaka, Bangladesh

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Job Title: Integrate Chatwoot, n8n, AI & Frappe CRM for Context-Aware Lead Automation (Low-Cost, Self-Hosted)

## Project Summary

We have a **fully functional self-hosted environment on Coolify** with:

* **Chatwoot** (already working with Website, Facebook, WhatsApp, Messenger, Instagram)
* **n8n** (running and accessible)
* **Frappe CRM** (running and functional)

We need a freelancer to **connect and automate these systems end-to-end** to create a **context-aware AI sales assistant** that provides **tentative text-based quotations** and **automatically creates CRM leads** based on customer interaction.

This project must be implemented with **strict cost control** and **open-source or free tools only**, except for minimal AI processing costs.

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## End-to-End Process Flow (Scope of Work)

### 1 Traffic Sources

Customers initiate conversations from:

* Website chat
* Facebook / WhatsApp / Messenger / Instagram (Meta Ads & organic)

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### 2 Context Data Collection

Context must be captured and prepared for AI usage:

**Website Context**

* Visited page or product
* Project or solution page
* Time spent
* Location (district level)
* Interest inference (Drip / Sprinkler / Crop)

**Meta Ads Context**

* Campaign name
* Ad name
* Ad set
* Platform
* Message objective

Context data must be normalized and attached to the chat.

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### 3 Chatwoot (Already Running)

* All conversations continue in Chatwoot
* Context data must be attached to:

* Contact attributes
* Conversation notes
* Human agents must be able to take over chats at any time
* AI must stop replying once a human takes control

---

### 4 n8n (Automation & Logic Layer – FREE)

n8n will:

* Receive Chatwoot webhooks
* Merge chat + website + ad context
* Trigger AI responses
* Fetch WooCommerce product prices & descriptions
* Control CRM lead creation logic
* Prevent duplicate leads

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### 5 AI Responsibilities (Minimal Cost Usage)

AI must use:

* Website visit context
* WooCommerce product data
* Previous 1000 quotations (pattern-based knowledge)
* Company documents and assumptions

AI must:

* Convince and guide customers
* Ask structured questions to collect requirements
* Provide **tentative, text-only cost estimations**
* Respond in Bangla (farmer-friendly)

AI must NOT:

* Generate PDFs
* Provide final quotations
* Commit pricing
* Change CRM lead stages

> **Note:** AI usage must be optimized to keep processing cost very low.

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### 6 Frappe CRM (Already Running – FREE)

Automatic lead creation when **ANY of the following is received**:

* Customer name
* Mobile number
* Email address

Lead data must include:

* Contact details
* Source (Website / Meta / Channel)
* Campaign and ad data (if available)
* Customer interest and crop
* Land size
* Tentative budget
* AI-generated chat summary

Lead stages will be **manually managed** by the sales team.

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### 7 Continuous Communication

* All ongoing communication stays in Chatwoot
* CRM is used only for lead tracking and stage management
* No automation should change lead stages

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## Cost & Tooling Constraints (Very Important)

* No expensive third-party paid SaaS tools
* No costly CRM, chatbot, or automation platforms
* Use **self-hosted, open-source tools only**
* n8n for automation (free/self-hosted)
* Google Apps Script for lightweight integrations (if needed)
* Only unavoidable cost:

* Small AI processing cost
* VPS hosting cost (already available)

---

## Technical Requirements

* Experience with **Chatwoot webhooks**
* Strong **n8n workflow design**
* REST API integration (WooCommerce, Frappe)
* AI API integration (cost-optimized)
* Experience working with **self-hosted systems on Coolify**
* Ability to use **Google Apps Script** when useful
* Clean, maintainable logic

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## Deliverables

* Chatwoot → n8n webhook integration
* Website & Meta Ads context mapping
* AI prompt & response logic (cost optimized)
* WooCommerce price integration
* Frappe CRM auto lead creation
* Duplicate lead prevention
* Human override handling
* Basic documentation

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## Important Notes

* All systems are already running on Coolify
* This is an integration and automation project
* System will be used in real commercial operations
* AI is advisory only; humans control sales decisions
* Cost efficiency is a top priority

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This project is ideal for freelancers experienced in **open-source automation, CRM integration, and low-cost AI workflows**." (client-provided description)