We’re developing an AI-powered lead capture and CRM integration system tailored to real estate professionals, using VoiceFlow for chatbot interactions and Airtable as our CRM. This system is designed to streamline lead qualification, capture user intent (buy, sell, invest, advice), and improve client follow-up. We need a skilled specialist to complete and enhance our setup, ensuring a high-quality experience for both agents and clients.
[Project Objectives]
VoiceFlow Integration:
– Refine and finalize conversation flows to capture client intent accurately, including handling for diverse client goals (e.g., buy, sell, invest).
– Implement natural language processing (NLP) for conversational interactions that feel empathetic and engaging.
– Collect data in a structured format to simplify data transfer to Airtable.
Airtable CRM Integration:
– Seamlessly connect VoiceFlow data to Airtable, auto-tagging leads and storing conversation history for real-time agent access.
– Automate lead tracking with reminders and follow-up notifications, and support easy filtering by client needs.
– Implement analytics for tracking lead performance, conversion rates, and response times.
System Scalability and Optimization:
– Develop a scalable framework with potential to add advanced features such as appointment scheduling and AI-powered voice calls.
– Ensure efficient data handling, especially with high lead volumes, without compromising performance.
Project Documentation Available:
– [Lead Capture Vision Document] Detailed system objectives, user experience goals, and potential challenges.
– [API Documentation] Specific code snippets and guidelines for integrating various lead types into Airtable.
– [Business Plan Summary] Outlines the project’s market strategy, target customer segments, and planned scalability for future features.
Responsibilities:
– Complete the VoiceFlow-to-Airtable integration and test lead data flow.
– Refine chatbot flows for better intent recognition, response time, and personalization.
– Enhance Airtable’s setup to support analytics, automation, and streamlined lead management.
Qualifications:
– Proficiency in VoiceFlow and Airtable integration preferred.
– Familiarity with CRM or lead capture systems.
– Strong understanding of API integration and conversational design principles.
Vision Statement:
Our goal is to deliver an AI-powered lead capture system that real estate agents can rely on for efficient, data-driven client engagement. The platform will increase conversion rates by automating initial interactions, organizing lead data in Airtable, and supporting ongoing system evolution based on agent feedback.
