I need a advanced agentic system built with persistent memory and up to 6 agents that work together. I am building a franchised coffee shop business. there is so much data that can be pulled together and harvested from customer spending habits and also what is the highest grossing items that sell , vs the most profitable hours of the day. All that data needs to be meshed with the actual Quickbooks data and financials. All that then needs to be balanced with real world site selection for new coffee shop locations. Here is what I need: Agent 1. Pulls information Directly from clover POS automatically. Agent 2. takes Agent's 1 information and cross references with Margin Data from Quickbooks. Recommends New drinks that are both on trend AND High Margin. Agent 3 is the financial Agent. It works directly with Quickbooks. It monitors cash flow and alerts when labor percentage exceeds parameters. It also stress tests expansion and " what if" scenarios. Agent 4. the site selection agent. agent 4 monitors LoopNet, Costar, and parcel data for commercial land available. It cross references traffic count and demographics, it checks competitor coffee presence etc. Agent 5 is the capital strategist. when agent 4 finds a location, it consults with agent 3 which is connected to Quickbooks , it models out loan scenarios, cash flow impact. and helps run " what if " scenarios that it gets asked. Agent 6 is the main Orchestrator that runs everything that I would communicate soley with through Whatsapp. It connects all the agents and pulls data collectively and makes them all work together and stress tests ideas that one agent might find.

Project Overview We are building an AI-powered voice receptionist agent for a dental practice client. The agent will handle inbound calls 24/7 — booking, rescheduling, and canceling appointments, answering FAQs, and escalating complex situations to a human. The voice layer is built in Retell.ai and the orchestration/automation flows run in n8n, with integration into a dental practice management systems. This is a hands-on build role, not consulting. You will design, configure, and iterate the agent working directly with our founding team. What You'll Build: Conversational voice flows for new and returning patients (booking, rescheduling, cancellations, FAQs, insurance questions, urgent/emergency triage) Clean escalation paths to human staff when the agent can't handle the call n8n workflows connecting the voice agent to the practice management API for real-time schedule reads/writes HIPAA-conscious configurations and tool choices throughout the stack Performance tracking and iterative prompt/flow improvements based on real call feedback Seeking an Expert Who: You've built multiple production voice agents, ideally in healthcare or dental, and can own the full stack from architecture to delivery. You think critically about latency, barge-in behavior, edge cases, and HIPAA compliance — not just happy-path flows. Requirements: Deep expertise in Retell.ai — prompt tuning, latency optimization, interruption/barge-in handling, LLM selection, and cost modeling Advanced n8n automation — complex branching logic, dynamic data handling, external API integrations, and error recovery Experience with dental or healthcare organizations — you understand how practices operate, what front desks actually deal with, and how to translate that into agent logic HIPAA awareness — you know which tools and configurations are appropriate for PHI workflows Track record of full-cycle delivery: scoping → build → pilot → iteration Nice to have: Dentrix Ascend integration, NexHealth, prior AI receptionist or appointment-booking agent for a clinic/practice. 📋 To Apply, Please Answer Have you built a production voice agent with Retell.ai? If yes, briefly describe it. What's your approach to managing Retell.ai per-minute costs on an inbound call agent? Have you worked with dental or healthcare clients before? What was the workflow? Paste a relevant n8n workflow screenshot or describe your most complex flow.

# AI & Automation Architect for Creator Business (Content, Digital Products, Customer Journey & Growth Systems) **Budget:** $100–$150/hour (based on experience) **Initial Engagement:** 4-hour live working session **Date:** Monday, June 29, 2026 **Time:** 1:00 PM–5:00 PM EST **Location:** Remote (Zoom) ### IMPORTANT To confirm you've read this posting, start your proposal with: **Pocket Palette** Applications that do not include this phrase will not be considered. --- ## About Me I am the founder of What Kate Covets, a growing Seasonal Color Analysis business that combines personalized color consulting, digital products, affiliate recommendations, events, and content creation. My business is growing quickly, and I am looking for a highly experienced AI and automation consultant who can help me build scalable systems that improve customer experience, streamline operations, increase revenue opportunities, and reduce manual work. This is not a virtual assistant role. I am looking for a strategic thinker and hands-on builder who can help design and implement practical solutions. There is potential for ongoing consulting and implementation work after this initial engagement. --- ## What I Want to Accomplish I am looking for someone who can help me build the operational foundation of my business so that growth does not require a proportional increase in manual work. ### 1. Launch and Scale My Digital Pocket Palettes I have created a Digital Pocket Palette product and need help creating, organizing, and launching versions for all seasonal color palettes. Desired outcomes: * Create and organize all seasonal versions * Establish a repeatable process for future updates * Upload and configure products on my website * Set up payment and delivery workflows * Create a seamless customer purchase and access experience * Ensure products are ready to sell and scale ### 2. Automate Lead Generation and Booking I want to reduce the amount of time spent manually managing inquiries and appointments. Desired outcomes: * Streamline lead capture * Improve inquiry management * Automate appointment scheduling where appropriate * Improve conversion from inquiry to booked consultation * Reduce administrative work ### 3. Automate the Client Journey After Their Analysis I currently provide significant value after a client receives their color analysis and want to create a more scalable experience. Desired outcomes: * Automated follow-up workflows * Delivery of resources and recommendations * Review request automation * Upsell opportunities * Long-term client engagement ### 4. Create a Scalable Recommendation System One of the biggest opportunities in my business is helping clients discover products that work for their season. I would like to explore solutions such as: * Digital Pocket Palette integrations * ShopMy collections * Seasonal shopping guides * AI-powered recommendation systems * Affiliate product recommendations * Personalized product discovery experiences I am looking for someone who can help determine the best solution and roadmap. ### 5. Create a Centralized Recommendation Database I want to stop managing recommendations across multiple platforms. I'd like help designing a system where products, affiliate links, seasonal recommendations, content assets, and customer resources can live in one centralized location and be used across: * ShopMy * Linktree * Instagram * My website * Digital Pocket Palettes * Future AI-powered tools ### 6. Create a Seamless Content Creation & Publishing Workflow Content is a major part of my business, but the process is currently too manual. I want help creating a content engine that allows me to consistently create and publish content with less effort. Desired outcomes: * Create a repeatable content workflow * Organize content ideas and assets * Streamline content creation and publishing * Reduce time spent creating captions, recommendations, and posts * Repurpose content across multiple formats and channels * Improve affiliate content workflows * Explore AI-assisted content creation systems * Create a clear process from idea → creation → publishing → engagement --- ## Current Platforms & Tools My business currently uses a combination of: * ChatGPT * Claude * Google Workspace * Instagram * Meta Business Suite * Linktree * ShopMy * Canva * Squarespace * Stripe Experience with the following is a plus: * Zapier * Make * n8n * Vercel * Airtable * Notion * AI agents * Custom GPTs * Knowledge bases * Workflow automation tools --- ## Deliverables At the end of our engagement, I would like: * A prioritized roadmap of opportunities * Identification of quick wins and longer-term projects * Recommended systems and tech stack improvements * At least 2–3 automation workflows mapped or implemented * Recommendations for scaling Digital Pocket Palettes * Recommendations for scalable recommendation systems * Documentation and next steps --- ## Ideal Candidate You: * Are fluent in English * Have extensive experience with AI tools and workflow automation * Have built systems for creators, consultants, coaches, agencies, or small businesses * Can work collaboratively in real time via Zoom * Are both strategic and technical * Can implement solutions, not just advise * Stay current with emerging AI tools and best practices Bonus points if you have experience with: * Affiliate marketing * Creator businesses * Personal brands * Digital products * AI agents * Customer journey automation * Knowledge management systems --- ## To Apply Please include: 1. A brief overview of your AI and automation experience 2. Examples of workflows or automations you've personally built 3. Experience with ChatGPT, Claude, Zapier, Make, n8n, Vercel, Airtable, Notion, or similar platforms 4. Experience working with creators, consultants, coaches, or personal brands 5. Confirmation that you are available Monday, June 29 from 1 PM–5 PM EST 6. A 3–5 minute Loom video walking through a workflow or automation you've built 7. What you believe would be the highest-impact automation opportunity for my business based on this posting Potential for ongoing consulting and implementation work for the right person.

We are a small residential real estate investment company seeking an AI Solutions Architect to enhance our acquisition platform. The role involves designing and implementing AI solutions to improve data analysis and decision-making processes. The ideal candidate will have experience in AI architecture and a strong understanding of real estate data analysis.

AI Automation Engineer – Personal Injury Law Firm (Phase 1) Overview We are a plaintiff personal injury law firm seeking an experienced AI automation engineer to build a practical AI-powered operations system that reduces administrative workload and improves case management. Firm Profile: - 1 Attorney - 1 Legal Assistant - Approximately 100 Active Cases - Approximately 25 Cases in Litigation We are not looking for chatbots, prompt engineering, or marketing automation. We are seeking a builder who can deploy production-grade workflow automation integrated with our existing systems. --- Existing Technology Stack - CASEpeer - Supio - Gmail (Google Workspace) - Google Calendar - Google Drive - Claude - ChatGPT - CoCounsel - PLAUD --- Phase 1 Objective Build a Daily Case Command Center and Follow-Up System. The goal is to ensure that every morning the attorney knows exactly which files require attention and why. --- Deliverable #1: Daily Case Command Brief Generate a daily briefing containing: Litigation Matters - Upcoming depositions - Discovery deadlines - Hearings - Expert deadlines - Outstanding litigation tasks Pre-Litigation Matters - Treatment complete but no demand - Missing medical records - Records requests outstanding more than 21 days - Demands pending more than 30 days - Settlement checks outstanding Communications - Unanswered client emails - Unanswered adjuster emails - Unanswered defense counsel emails - Communications requiring attorney attention Case Velocity - Stale files - Cases with no recent activity - Recommended next actions --- Deliverable #2: Gmail Intelligence The system should: - Monitor designated Gmail inboxes and labels - Identify case-related emails - Extract action items - Detect deadlines - Identify follow-up opportunities - Draft suggested responses --- Deliverable #3: Follow-Up Automation Generate draft communications for approval: - Medical records requests - Provider follow-ups - Adjuster follow-ups - Client status updates - Scheduling communications No communication should be sent automatically. Human approval is required before sending. --- Deliverable #4: Calendar & Reminder Automation Create and manage: - Follow-up reminders - Litigation reminders - Discovery reminders - Records request reminders - Suggested calendar events --- Deliverable #5: CASEpeer Integration Where supported by available integrations/APIs: - Create tasks - Create notes - Associate communications with matters - Maintain activity history --- Technical Requirements Required: - n8n - Python - OpenAI API - Anthropic API - Gmail API - Google Calendar API - Google Drive API - REST API integrations Strongly Preferred: - LangGraph - LangSmith - Google Workspace administration - Salesforce integrations - CASEpeer, Clio, or Filevine experience - Legal technology experience - HIPAA or regulated-data experience --- Security Requirements - Human approval before external communication - Activity logging - Error handling - Retry mechanisms - Secure credential management - Documentation of workflows --- What Success Looks Like The system should: - Reduce administrative workload - Improve follow-up consistency - Reduce stale files - Improve litigation oversight - Improve case visibility - Provide a daily prioritized action plan --- Application Requirements Please include: 1. Similar workflow automation projects you have completed. 2. Experience with n8n and AI workflow automation. 3. Experience integrating Gmail and Google Workspace. 4. Experience integrating CRM or case-management systems. 5. Proposed architecture for this project. 6. Estimated timeline. 7. Estimated fixed-fee budget. Begin your application with: CASECOMMAND Applications without this keyword will not be considered. --- Budget Expected Phase 1 Budget: $8,000–12,000 Preference will be given to candidates who can demonstrate production deployments rather than proof-of-concept or prompt-engineering projects.

The Client seeks an experienced AI development team to design and build a secure web-based document intelligence platform capable of analyzing multiple related documents, extracting key information, identifying inconsistencies, and generating issue reports. The platform will support complex document sets where information must remain consistent across multiple files and versions. The initial scope focuses on document ingestion, data extraction, cross-document analysis, issue identification, and reporting. Business Objective Develop a scalable SaaS application that enables users to: • Upload and organize multiple related documents • Extract key terms, dates, parties, financial values, and references • Compare information across documents • Identify inconsistencies and missing information • Generate issue reports and review summaries • Maintain document version history • Provide an intuitive dashboard for issue management Phase 1 – Document Ingestion and Processing Requirements Develop a secure document upload module supporting: • PDF • Microsoft Word (.docx) • Microsoft Excel (.xlsx) • Text files System shall: • Extract text from uploaded files • Preserve document structure • Capture headings and section hierarchy • Process tables and schedules • Index document content for search and retrieval Phase 2 – Data Extraction Engine The platform shall automatically identify and extract: • Defined terms • Parties and entities • Dates • Numerical values • References to exhibits and schedules • Section references • Key metadata Extracted information shall be stored in a searchable database. Phase 3 – Cross-Document Consistency Review The platform shall compare extracted information across multiple documents and identify: • Inconsistent terminology • Conflicting dates • Conflicting numerical values • Missing references • Undefined terms • Duplicate provisions • Broken cross-references Examples include: • Same entity referenced using multiple names • Different numerical values for the same item • References to sections that do not exist • Missing exhibits or attachments Phase 4 – AI Review and Issue Identification The platform shall integrate a Large Language Model (LLM) to perform contextual analysis. The AI engine shall: • Summarize document contents • Identify potential drafting inconsistencies • Highlight missing information • Generate issue descriptions • Assign issue severity levels • Provide suggested corrective actions Phase 5 – Dashboard and Reporting Develop a web-based dashboard including: Transaction Workspace • Document list • Upload history • Processing status • Review status Issue Tracker • Issue category • Issue severity • Source document • Description • Resolution status Search Functionality Search by: • Term • Date • Party • Numerical value • Document name Reporting Generate downloadable reports in PDF and Excel format. Technical Requirements Frontend • React or Next.js Backend • Python • FastAPI preferred Database • PostgreSQL Vector Database • Pinecone, Weaviate, or Chroma AI Integration • OpenAI API • Anthropic API • Retrieval-Augmented Generation (RAG) architecture preferred Security Requirements • User authentication • Role-based permissions • Encrypted document storage • Audit logging • Secure API access Deliverables Functional web application Source code repository Database schema API documentation Deployment documentation Administrator guide User guide Ownership and Intellectual Property All work product, source code, documentation, specifications, workflows, business logic, prompts, training materials, and derivative works developed under this project shall be deemed works made for hire and shall be the sole and exclusive property of the Client. Contractor shall assign all intellectual property rights to the Client upon creation. Contractor shall not reuse, disclose, distribute, or commercialize any portion of the work product without the Client’s prior written consent.

We are seeking a senior AI developer to build and enhance AI models for our business. The role involves developing, testing, and deploying AI solutions, as well as improving existing models to increase accuracy and performance. The ideal candidate should have strong experience in AI development and be able to work independently on complex projects.

AI Engineer (RAG & Agentic Workflows). *LLM RESPONSES AUTOMATICALLY AVOIDED* We have already launched a production generative AI product that utilizes a custom Retrieval-Augmented Generation (RAG) architecture. We are now expanding the platform to include CRM intelligence, workflow automation, and agentic AI capabilities. This is **not** a prompt engineering role. Seeking an engineer with deep experience building and deploying production AI systems that combine LLMs with multiple structured and unstructured data sources. You should be comfortable walking into an existing, complex codebase, understanding the current architecture, and improving it. Existing AI Architecture Our current AI architecture consists of: * OpenAI embeddings * Embeddings stored in MongoDB * MongoDB Atlas Vector Search for retrieval * Retrieval from both structured SQL data and unstructured document collections * Existing tool/function-calling architecture **Please do not apply if you have not previously built or maintained production RAG systems using embeddings and vector search.** Experience specifically with **OpenAI embeddings and MongoDB Atlas Vector Search** is highly preferred. CRM Intelligence Layer We are currently building a CRM platform and need the AI to reason over CRM records, including the other records are RAG currently retrieves. You will be responsible for designing and implementing the AI integration layer that enables the LLM to intelligently retrieve and reason over CRM data. This work includes: * Designing AI tools/functions that expose CRM data to the LLM. * Implementing backend tool handlers that retrieve CRM records. * Defining tool schemas and instructions so the AI knows when and how to retrieve CRM information. * Building secure retrieval mechanisms that enforce strict user and organization-level access controls. * Transforming raw CRM records into structured, AI-ready context. The AI will need to reason across: * CRM contacts and organizations * client profiles * Deals and opportunities * Projects * Tasks and reminders * Notes * Email history * SMS and WhatsApp communications * Call transcripts * Meeting summaries * Documents and contracts * Workflow history Agentic AI & Workflow Automation * Build proactive AI agents that generate alerts, recommendations, follow-ups, reports, and suggested next actions. * Design systems capable of reasoning across both structured and unstructured data sources. * Architect and implement multi-step and multi-agent workflows. * Develop workflow intelligence that assists users in completing real-world business tasks. Required Experience * Demonstrated experience building and deploying production AI systems used by real customers. * Experience working with embeddings, vector databases, and retrieval pipelines. * Experience implementing LLM tool/function-calling architectures. * Experience integrating AI systems with business systems such as CRMs, ERPs, or other operational databases. * Experience combining structured and unstructured data within AI applications. * Strong backend engineering and systems architecture experience. * Demonstrated ability to quickly understand and improve existing codebases. * Ability to independently own and deliver complex technical initiatives. Strongly Preferred * Experience with OpenAI embeddings. * Experience with MongoDB Atlas Vector Search. * Experience building agentic AI systems and workflow automation. * Experience designing long-term memory architectures. * Experience building multi-tenant SaaS applications with strict authorization requirements. * Experience implementing evaluation and monitoring pipelines for production AI systems. What We Value * High accountability and ownership. * Strong communication skills. * Product thinking and user empathy. * Ability to understand user workflows before writing code. * Pragmatism and sound engineering judgment. PLEASE DO NOT WASTE OUR TIME IF YOU NOT MEET THE REQUIREMENTS 

We are seeking an AI Integration Specialist & Solution Architect to enhance our platform with advanced AI capabilities. The role involves integrating AI tools like Claude and GPT to improve user experience and automate processes. The ideal candidate will have experience in solution architecture and a strong understanding of AI technologies.

Looking for general help building out a platform for an AI saas.