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Technologies Involved:
PYTHON
Area Of Work: Agentic AI
Project Description

A scalable AI automation solution designed for local service businesses, starting with moving companies, to streamline customer interactions across channels. The client required a unified AI agent capable of handling lead qualification, quoting, booking, and follow-ups through SMS, voice, and web chat using a centralized intelligence system.
Scope Of Work

The client sought Oodles for building a multi-channel AI agent integrating SMS (Twilio), voice (Vapi), and website chat via webhooks, orchestrated through Make.com. It included message routing, FAQ handling, lead capture, quoting, booking sync, CRM integration, follow-ups, missed-call handling, rescheduling, human handoff, logging, retries, analytics, and multi-client configuration.
Our Solution

This solution enables scalable, automated customer engagement while simplifying onboarding and operations for multiple service-based businesses.

  • Centralized AI Orchestration: Designed a unified system in Make.com where all communication channels connect to a shared AI decision layer.
  • Multi-Channel Integration Setup: Integrated SMS, voice, and chat channels to ensure seamless and consistent customer interactions.
  • Automated Lead Management Workflows: Enabled structured lead capture, qualification, quoting, and booking through rule-based automation flows.
  • CRM & Calendar Synchronization: Integrated CRM systems and calendar tools to ensure real-time booking updates and customer data alignment.
  • Analytics & Performance Tracking: Developed a lightweight analytics dashboard to monitor interactions, performance, and business insights.

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