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AI SMS Setter for Lead Qualification & Appointment Booking Project Overview We're seeking an experienced automation developer to build an AI-powered SMS conversation system that qualifies marketing leads and schedules appointments automatically. This system will handle inbound leads from Meta advertising campaigns, conduct natural conversations in Quebec French, qualify prospects through targeted questions, and book meetings directly into a calendar system. Project Objectives Build an automated lead qualification system that: Engages leads through natural SMS conversations Extracts key qualification information through conversational flow Schedules appointments automatically based on availability Provides seamless handoff to human agents when necessary Tracks all conversation history and qualification data Operates 24/7 without human intervention for qualified leads Technical Requirements Platform & Infrastructure Automation workflow platform (n8n preferred, but open to alternatives like Make, Zapier, or custom code) Database for conversation history and lead data SMS provider integration (Twilio or similar) AI/LLM integration for natural language processing (Claude API, GPT-4, or equivalent) Calendar API integration (Google Calendar or similar) CRM webhook integration (GoHighLevel) Core Functionalities Lead Ingestion Receive webhook triggers from CRM when new lead is captured Extract and store lead information Initialize conversation tracking Send first automated message Conversational Intelligence Process incoming SMS messages Maintain conversation context across multiple messages Generate contextually appropriate responses Detect conversation intent and lead qualification status Route conversations based on intent and status Lead Qualification The system must extract and store: Current tools and systems being used Primary business pain points Motivation for inquiry Decision-making authority Timeline and urgency Budget considerations Appointment Scheduling Check calendar availability (weekdays, business hours) Propose available time slots conversationally Create calendar events with lead details Send confirmation messages Handle timezone considerations Human Handoff Trigger escalation when: Lead explicitly requests human contact Negative sentiment detected Questions exceed AI scope Conversation stalls without progression High-value lead identified Deliverables Required Outputs Fully Functional Automation System Complete workflow(s) with all integrations Documented and organized structure Error handling and edge case management Exportable/transferable format Database Implementation Schema for leads, conversations, and qualification data Proper indexing and relationships Data retention strategy Conversation Design AI prompts optimized for Quebec French Question flow for qualification Booking conversation scripts Handoff trigger logic API Integrations SMS sending and receiving AI/LLM provider Calendar system CRM webhook handling Documentation Setup and configuration instructions Workflow logic explanation Environment variables and API keys guide Maintenance and troubleshooting guide Testing procedures Testing & Quality Assurance Minimum 10 simulated conversation tests Edge case validation Successful booking demonstrations Handoff scenario verification Conversation Design Specifications Language & Tone Language: Quebec French (natural, colloquial) Tone: Friendly and approachable, yet professional Format: Short messages (2-3 sentences maximum) Pacing: One question per message Style: Conversational, not scripted Quebec French Requirements Use informal "tu" form Natural expressions common in Quebec Avoid overly formal or European French Keep messages concise and engaging Light punctuation for natural flow Conversation Flow Structure Messages should follow natural progression: Warm greeting and context setting One qualification question at a time Acknowledge responses before next question Transition smoothly to booking when qualified Provide clear next steps Ideal Candidate Profile Required Skills Strong experience with automation platforms and workflow design API integration expertise Database design and implementation Understanding of conversational AI and chatbot logic Experience with webhook-based systems Ability to write clean, maintainable workflows Problem-solving and debugging skills Preferred Experience Previous chatbot or conversational AI projects SMS automation implementations LLM/AI API integration experience Calendar system integrations Lead qualification or sales automation Multi-language projects (French language knowledge is a plus) CRM integrations Relevant Experience Links to similar projects Examples of automation workflows Conversational AI or chatbot work SMS integration projects