You will get AI Chatbot | Client Onboarding | Discovery Calls | Issue Tracking & Support


Project details
I will design and implement a powerful AI chatbot that helps streamline client onboarding, book discovery calls, answer customer queries, and manage issue tracking ā all while saving your team time and improving client satisfaction.
With integrations to WhatsApp, Web, or Messenger, your clients will always have instant, 24/7 support and a seamless experience.
š¹ Key Deliverables
AI Chatbot setup on WhatsApp, Website, or Messenger
Automated client onboarding flow
Discovery call booking system (Calendly, Cal.com, Google Calendar)
Query handling with smart responses
Issue tracking: create, update, and notify status
Dashboard with analytics & insights
With integrations to WhatsApp, Web, or Messenger, your clients will always have instant, 24/7 support and a seamless experience.
š¹ Key Deliverables
AI Chatbot setup on WhatsApp, Website, or Messenger
Automated client onboarding flow
Discovery call booking system (Calendly, Cal.com, Google Calendar)
Query handling with smart responses
Issue tracking: create, update, and notify status
Dashboard with analytics & insights
Purpose
BusinessIndustry
Animals & Pets, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Ecommerce, Education, Engineering, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Government & Public Sector, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Medical & Pharmaceutical, Real Estate, Retail & Wholesale, Sports & Fitness, Transportation & Automotive, Travel & Tourism, WellnessLanguage
EnglishWhat's included $2,000
These options are included with the project scope.
$2,000
- Delivery Time 30 days
Frequently asked questions
About Sridhar
Vibe Coding| AI Workflow Automation| Chatbot | RAG | Voice Assistant
Hyderabad, IndiaĀ - 9:40 am local time
ā What I Do for Clients
Vibe-Coded SaaS Development: Designed and delivered multiple web and full-stack SaaS
applications using AI-assisted coding (Cursor, Bolt.new, Lovable), accelerating development
cycles while retaining control over architecture, state management, and performance tuning
AI + Application Integration: Embedded AI capabilities into SaaS products using
webhooks, APIs, and LLM workflowsāenabling intelligent chat interfaces, automated
workflows, data enrichment, and decision support features.
Conversational AI & Voice Automation: Build chatbots, voicebots, and virtual receptionists for lead qualification, booking, FAQs, and after-hours support (using Chartling & Retell AI) ā response times cut to seconds, increased leads, reduced manual triage.
Workflow Automation: Automate client onboarding, CRM integration, content generation, and personalized follow-ups with Make.com, n8n, Airtable, and LLMs ā cut operations workload by 50ā60%.
Knowledge Ops & RAG: Develop AI-powered FAQ assistants and auto-triage systems integrated with ServiceNow, reducing repeat queries and speeding up L1āL2 resolution.
Website or SAAS Development & AI Integration: Deliver fast website builds (Cursor, Bolt.new, Lovable) with embedded AI widgets, lead capture flows, and CRM automation.
Incident & Support Automation: Deploy voice AI flows for instant acknowledgment and stakeholder updates, reducing downtime and manual communication gaps.
š Career Highlights
Directed global production/customer support at Citibank, automating 40%+ of manual processes ā saved $2.5M annually, improved uptime 35%, cut errors 15%.
Managed a 25+ member cross-functional team coordinating with six global business partners.
Led finance and regulatory automation initiatives at IBM & TCS, ensuring compliance and faster reporting.
š ļø Tech Stack
AI Tools: LangChain, Retell AI, Chartling, Make.com, n8n, Airtable, Lovable, Bolt.new and Cursor
Programming: Python, Java/J2EE, SQL, Unix/Linux
Databases: Oracle, DB2 | Cloud: AWS basics, Docker, Kubernetes
Automation & Monitoring: AppDynamics, Autosys, AutoWatch Plus, RBA, ServiceNow
š” My focus is simple: deploy AI systems within 30ā90 days that save time, reduce costs, and help businesses grow with low-risk pilots.
Steps for completing your project
After purchasing the project, send requirements so Sridhar can start the project.
Delivery time starts when Sridhar receives requirements from you.
Sridhar works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 ā Requirement Gathering (Day 1ā2)
Collect client workflow details (onboarding steps, FAQs, support process) Identify growth factors & define chatbot automation scope
Step 2 ā Conversation Flow Design (Day 2ā4)
Map onboarding questions, FAQs, and call scheduling flows Create a structured chatbot design aligned with your business goals