Project Description
We are looking for an experienced AI Automation Specialist to build a fully automated, white-labeled sales and lead-management ecosystem integrating Conversational AI, Voice Calling, Messaging, Email Automation, and CRM workflows.
The ideal candidate should have strong expertise in AI Voice platforms, workflow automation, API integrations, and multi-channel lead orchestration.
Project Scope
1. Unified Lead Management
* Build a centralized lead management hub
* Capture inbound leads from:
* Website forms
* B2B marketplaces
* Social media platforms
* Integrate via APIs and webhooks
* Automatically categorize and route leads
2. Voice AI Configuration
* Configure high-quality conversational AI voice agents
* Support regional accents and natural conversations
* Set up inbound and outbound calling
* Integrate with VOIP providers such as Twilio, Vonage, Exotel, etc.
* Implement automated call outcome tagging:
* Interested
* Busy
* No Answer
* Callback Requested
* Not Interested
* Use outcome tags to trigger conditional automation workflows
3. Omnichannel Automation Logic
* Automated fallback messaging if calls are unanswered
* Messaging support via WhatsApp/SMS
* Enable inbound message handling and AI-driven responses
* Allow users to request callbacks directly from chat/messages
* Build smart callback scheduling workflows
* Create monthly nurture sequences for cold or delayed leads
4. Email Automation
* Integrate email workflows for:
* Marketing outreach
* Lead qualification
* Follow-ups
* Automated responses
* Ensure synchronization with CRM lead stages
5. White-Labeled Dashboard
* Develop a custom white-labeled dashboard for internal sales teams
* Track:
* Lead status
* Call outcomes
* Messaging activity
* Agent performance
* Workflow analytics
* Conversion metrics
Technical Requirements
Required Skills
* Strong experience with AI Voice platforms:
* ElevenLabs
* Vapi
* Bland AI
* Retell AI
* or similar
* Advanced automation experience using:
* n8n
* Make.com
* Zapier (optional)
* Experience with:
* WhatsApp APIs
* SMS APIs
* VOIP integrations
* Twilio / Vonage / Exotel
* Strong API integration and webhook handling experience
* CRM integration and lead-tagging expertise
* Ability to build scalable and reliable automation systems
Preferred Experience
* AI appointment booking systems
* Sales automation pipelines
* Voice AI outbound campaigns
* Multi-channel customer engagement systems
* White-labeled SaaS dashboards
Deliverables
* Fully automated lead management workflow
* AI voice calling system
* Omnichannel automation setup
* Messaging and email integrations
* White-labeled dashboard
* Documentation and deployment support
How to Apply
Please include:
1. A brief summary of a similar automation system you have built
2. Your experience with AI voice agents and workflow automation
3. Your approach for managing multi-channel logic:
* Voice → Messaging → Email
4. How you ensure system reliability, scalability, and failover handling
5. Tech stack/tools you recommend for this project
Applicants with demonstrated experience in production-grade AI automation systems will be prioritized.