Eagle Investments sought to enhance their oil and gas investment site by developing an AI-powered chatbot and auto-dialer, along with an Admin Portal. The AI chatbot and auto-dialer are designed to follow up with leads via the Admin Portal, minimizing the need for multiple sales personnel to handle follow-ups. The AI chatbot engages potential clients, answers queries, and schedules follow-up calls, while the AI auto-dialer handles outbound calls, providing similar functionalities over the phone. The Admin Portal facilitates the management of potential clients and maintains up-to-date details for their investment offers.
The primary challenge was to create an integrated system that efficiently handled client engagement through both text and phone calls, while also providing administrators with a comprehensive tool to manage leads and investment offers. The system needed to allow admins to follow up with leads using the AI chatbot or auto-dialer through the Admin Portal, while maintaining a seamless and efficient process without disrupting the existing user experience or workflow.
Technology Stack
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Secure user login and management for the Admin Portal
Amazon Web Services (AWS) -
Frontend
React js, Tailwind, Vite -
Backend
Node.js -
Integration
React js, Tailwind, Vite
Key Features
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Secure user login and management for the Admin Portal
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AI-powered chatbot for engaging with leads, scheduling follow-ups, and connecting leads with a live agent if needed
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AI auto-dialer for outbound calls, scheduling follow-ups, and transferring calls to a live agent if needed
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Admin Portal for managing leads, offers, agents, users, and for following up with leads via AI auto-dialer and AI chatbot
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Eagle Opt-in form for investors to get themselves added as leads into the system
Admin Portal Development
Implemented secure login, password management, and a comprehensive interface for managing leads, offers, agents, and users. Integration with GHL for syncing lead details ensured up-to-date information.
AI-Powered Chatbot
Developed to engage leads through text interactions, provide tailored investment information, and schedule follow-up calls. The chatbot effectively identifies qualified investors and seamlessly transitions them to human agents when necessary, improving lead management and engagement
Results
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Streamlined Client Interaction
Integration of the AI chatbot and auto-dialer allowed potential clients to receive timely information and follow-ups with minimal intervention from admin users, improving engagement and efficiency. -
Efficient Lead Management
The Admin Portal provided administrators with robust tools to manage leads, offers, and agents, ensuring smooth operations and up-to-date data. -
Enhanced User Experience
A more cohesive interaction process, with the ability to handle inquiries and schedule follow-ups directly through the chat or via phone calls, maintaining a seamless experience.