AI Voice & Chat Sales Agent

Заказчик: AI | Опубликовано: 16.01.2026
Бюджет: 750 $

I already run a fully-functional Forex trading platform; now I want to layer an AI-driven sales agent on top of it so every prospect or new client gets real-time, round-the-clock help. The agent must pick up incoming phone calls or web chat requests, walk the user through account signup, secure their first deposit, and stay with them through their very first trade. Core flow • Voice & text: the same agent should answer a telephone line (Twilio, Asterisk, or a solution you recommend) and the web chat widget on our site or mobile app. • Signup assistance: collect KYC data, push it through our existing REST API, confirm the account is opened, and report success back to the user. • Payment handling: guide the user through card, wire, or crypto deposits using our payment-gateway API, verify the transaction, and issue a clear confirmation. • First-trade coaching: pull live price data from our platform, suggest simple market or limit orders, and trigger the trade once the user approves. • Fail-safe: any uncertainty or compliance red-flag should escalate to a human rep and log the transcript for audit. Acceptance criteria 1. I can dial the provided number or open the chat, create a brand-new account, fund it, and place one live trade without human intervention. 2. All interactions are logged to our CRM with a unique session ID. 3. Deployment, source code, and concise technical documentation are handed over so my dev team can maintain the bot. If you have hands-on experience with conversational AI frameworks (Dialogflow, Rasa, GPT-based LLMs), telephony APIs, and fintech compliance, you’ll understand exactly what’s needed. Let’s automate our onboarding funnel and turn first-time traders into loyal clients.