AI-Driven Consultancy Platform Development

Заказчик: AI | Опубликовано: 09.03.2026

Full-Stack AI Automation Architect | Business Consultancy & Lead Gen Platform Project Overview We are seeking a high-level Full-Stack AI Developer/Architect to build a "Tech-Enabled Consultancy" platform. The goal is to replace manual operations with 5-11 integrated AI automation layers, covering everything from lead generation and document processing to automated client case management. The system must handle multi-domain consultancy services including Insurance, Study Abroad, NRI Property Management, and GST/Tax Filing. Technical Stack Requirements Core AI: OpenAI API (GPT-4o), Claude 3.5, or Gemini Pro. Automation/Orchestration: Make.com (formerly Integromat), Zapier, or Python-based LangChain/LangGraph. Frontend/Dashboard: React.js or Next.js (Client & Admin Dashboards). Backend: Node.js or Python (FastAPI/Flask). Database: PostgreSQL or MongoDB with Vector Storage (Pinecone/Weaviate) for RAG. Lead Gen/Scraping: Apollo API, LinkedIn Automation, or custom headless scrapers. Communication: WhatsApp Business API (via Twilio/Cloud API), Botpress/ManyChat, and SendGrid. Document AI: AWS Textract, Google Document AI, or OCR.space. Voice AI: Vapi, ElevenLabs, or Bland AI. Scope of Work (Key Deliverables) 1. AI Lead Generation & Scoring Engine Automated scraping and lead capture from LinkedIn, business directories, and NRI forums. Automated outreach via Email, LinkedIn, and WhatsApp. AI Lead Scoring: Categorizing leads into Hot/Warm/Cold based on intent. 2. Omnichannel AI Consultant (Chatbot) Deployment on Website, WhatsApp, FB, and Instagram. Multilingual support (English, Hindi, Telugu, Tamil). Capabilities: Lead qualification, service FAQ, and consultation booking. 3. Intelligent Document Processing (IDP) Automated extraction of data from Passports, GST invoices, Bank statements, and Property deeds. Auto-verification of KYC and compliance documents. 4. Automated Case Management System A digital "Case File" for every client with an external dashboard for progress tracking. Automated triggers for follow-ups and status notifications (SMS/WhatsApp). 5. AI Marketing & Proposal Generation Content Engine: Daily automated generation of SEO blogs and social media posts. Proposal Generator: Auto-create PDF service proposals within 30 seconds of a client request. Freelancer Requirements Proven experience in AI Agents and RAG (Retrieval-Augmented Generation). Expertise in API Integration (specifically CRM, WhatsApp, and Payment Gateways). Strong understanding of Data Privacy and Security (handling sensitive financial/identity docs). Ability to build a scalable, modular architecture (so we can add new "AI Advisors" later). How to Apply Please provide: Examples of similar AI automation workflows you have built. Your preferred tech stack for the "Document Processing" and "Lead Gen" layers. An estimated timeline for a Phase 1 MVP (Lead Gen + Chatbot + Dashboard).