Here is a short project brief for posting on freelance platforms:
Need to develop an AI agent for WhatsApp Business
We are looking for a developer to create a WhatsApp agent that will accept requests from clients, clarify order details, and forward the completed request to the manager.
Task
Create an AI bot/agent for WhatsApp Business that:
Accepts messages from clients.
Engages in a short dialogue.
Clarifies order details.
Forms a structured request.
Forwards the request to the manager via Telegram / WhatsApp / Google Sheets.
Can initiate contact with the client based on predefined scenarios using official WhatsApp Business templates.
What the agent should collect
The agent should collect:
Before sending to the manager, the agent should show the client the final request and ask for confirmation.
Example of a completed request to the manager
New request from WhatsApp
Client: Aizhan
Phone:
City: Almaty
Address: Abay 25
Order:
1. Laundry gel 5 l — 10 pcs.
2. Dishwashing liquid 1 l — 5 pcs.
Method of receipt: delivery
Comment: deliver after 15:00
Status: new request
Source: WhatsApp
Important feature: the agent initiates contact
It is necessary to implement the ability for the agent to initiate contact with the client via WhatsApp Business API using approved Meta templates.
Scenarios:
the client left a request on the website;
the client came from Instagram / advertising;
repeat order;
incomplete request;
order notification;
promotion or special offer with the client's consent.
It is essential to consider the client's consent to receive messages and the option to unsubscribe via "Stop".
Integrations
It is necessary to connect:
WhatsApp Business API;
AI model, such as OpenAI API or similar;
Google Sheets or a simple CRM for storing requests;
Google Sheets with a product database;
Telegram Bot or WhatsApp notifications for managers.
Preferred scheme:
WhatsApp Business API
→ Backend
→ AI agent
→ Google Sheets / CRM
→ Telegram group of managers
Product database
At the start, Google Sheets can be used.
The database should include:
product name;
category;
volume;
price;
stock;
comment.
The AI should not invent prices, discounts, stock levels, or conditions. If data is missing, the question should be forwarded to the manager.
Forwarding to the manager
The agent should forward the request to the manager if:
the request is collected and confirmed by the client;
the client requests a discount;
the client wants wholesale conditions;
the client requests a contract, documents, or a deferral;
the client asks a complex question;
the client requests to connect with the manager;
the AI is unsure of the answer.
Data storage
It is necessary to store:
MVP
The first working version is needed:
WhatsApp Business API.
AI agent for dialogue.
Google Sheets with products.
Google Sheets with requests.
Google Sheets with clients.
Telegram group for managers.
Sending the first message to the client via WhatsApp Business templates.
Forwarding the completed request to the manager.
What the contractor should deliver
working bot/agent;
connection to WhatsApp Business API;
integration with AI;
integration with Google Sheets / CRM;
sending requests to managers;
ability to send the first message to the client;
user manual;
source code;
access and deployment documentation.
Acceptance criteria
The project is considered completed if:
the client can write in WhatsApp;
the agent responds and collects the request;
the agent clarifies missing data;
the agent confirms the request with the client;
the request arrives to the manager in a clear format;
the request is saved in a table / CRM;
the agent can initiate contact with the client via template;
there is protection against unsolicited messages;
the client can unsubscribe from messages;
complex questions are forwarded to the manager.