Настройка Планфикс, Planfix

Technical Assignment (Stage 1)Objective It is necessary to develop the architecture of an automatic lead generation system for a real estate agency using n8n, Google Sheets, WhatsApp Business API, and artificial intelligence. At this stage, programming does not need to start immediately. First, it is necessary to propose the optimal architecture of the solution.Initial Data The system uses: Google Sheets (as CRM); n8n; OpenAI (AI Agent); WhatsApp Business API (or suggest an alternative with explanations).Business Process The manager manually adds a new property owner to Google Sheets. The table contains: ID; phone; link to the ad; name (if known); area; price; status; AI stage; last message; probability of contract conclusion; comment; additional service fields.What the system should do The system should: automatically detect a new owner; initiate a conversation in WhatsApp; conduct a natural dialogue; use the memory of previous messages; update the CRM after each message; determine the negotiation stage; pass the prepared lead to the manager.Important Limitations When designing, the following requirements must be considered:1. AI should not appear as a bot It should conduct the conversation like an experienced realtor.2. AI should not ask questions to which answers are already known For example: address; area; residential complex; price; area; floor; property characteristics. This information is assumed to be already known to the system.3. The main task of AI Is not to sell a service. But to gradually build trust.4. Conversation history When messaging again after a few hours or days, AI should continue the conversation from where it left off.5. All changes must be automatically recorded in Google Sheets.What is required from the developer Please propose at least two architecture options. For each option, it is necessary to describe:Architecture What services are used.Workflow What processes will be performed.Advantages Why this approach was chosen.Disadvantages What limitations exist.Scalability How suitable the solution is when working with: 100 contacts; 1,000 contacts; 10,000 contacts.Operating Costs Which services are paid. What limitations exist.Potential Risks For example: WhatsApp blocking; API limitations; memory loss; message duplication; sync errors.

It is necessary to migrate the database from CRM G-PLUS to MyChatBot Database volume - 26 thousand leads 2 funnels - Call center and Sales department with their own funnels Lead cards (besides name and number) have many different fields Leads also have voice recordings of calls. These also need to be transferred I expect an approximate amount and implementation timeline from the candidate

There is UT 11.5, need to teach, show how to investigate month-end closing errors, set up additional costs. deal with current errors.

It is necessary to configure the CRM system according to the company's business processes: import the contact database from Excel, set up sales funnels, lead and deal cards, statuses, automation, analytics, reporting, user access rights, and other necessary functions for the full operation of the company.

Experience with Baselinker (mandatory) We are looking for a specialist to set up the Baselinker system for integration with Polish marketplaces and CMS. Connecting marketplace accounts to Baselinker, synchronizing stocks and orders, setting up automatic processing of orders, import/export of product items, configuring templates, labels, automatic notifications, testing and troubleshooting possible errors. Accounting for expenses, maintaining cost price, reporting on orders, etc. Experience with Baselinker (mandatory) The platform is already registered; it only needs to set up and optimize the processes.