A comprehensive technical task has been implemented for building an automated sales funnel and integrating an AI assistant for a trading project. The main goal of the project is to automate the user journey from the first contact in Telegram to registration and deposit with the broker.
What has been done:
- Setting up the Chatterfly.ai platform from scratch: complete project initialization, configuration of the working environment, and basic logic of the platform.
- Integration of the Telegram bot: connecting and linking the bot to the platform for seamless message reception and sending.
- Development and configuration of the AI assistant: creating and optimizing artificial intelligence that engages in natural dialogue with users, answers common questions about trading, and drives them to target actions.
- Building the sales funnel: logically segmenting users by funnel stages, setting up tags, triggers, and communication scenarios based on lead behavior.
- Integration with the broker (Pocket Option): configuring the transfer and verification of user IDs, processing postbacks to track registration and deposit statuses.
- Testing and documentation: complete functionality check of the system at all funnel stages and preparation of a brief guide for the team on further management and use of the service.
Result:
The client received a fully operational, tested ecosystem in Telegram. The AI assistant took over initial qualification and customer support in 24/7 mode, significantly relieving the sales department and increasing conversion to target actions (registration).
What has been done:
- Setting up the Chatterfly.ai platform from scratch: complete project initialization, configuration of the working environment, and basic logic of the platform.
- Integration of the Telegram bot: connecting and linking the bot to the platform for seamless message reception and sending.
- Development and configuration of the AI assistant: creating and optimizing artificial intelligence that engages in natural dialogue with users, answers common questions about trading, and drives them to target actions.
- Building the sales funnel: logically segmenting users by funnel stages, setting up tags, triggers, and communication scenarios based on lead behavior.
- Integration with the broker (Pocket Option): configuring the transfer and verification of user IDs, processing postbacks to track registration and deposit statuses.
- Testing and documentation: complete functionality check of the system at all funnel stages and preparation of a brief guide for the team on further management and use of the service.
Result:
The client received a fully operational, tested ecosystem in Telegram. The AI assistant took over initial qualification and customer support in 24/7 mode, significantly relieving the sales department and increasing conversion to target actions (registration).