Software Development Brief: Auto BO Platform Project: Semi-Automated Freelance Bidding & Workforce Management System Client: Auto BO Tagline: Smart Outsourcing. Simplified. Date: November 2025 1. Project Overview Auto BO is a BPO automation platform that allows a central admin (the business owner) to automatically or semi-automatically bid for freelance projects across major marketplaces (initially Upwork, Freelancer.com, and Fiverr). Once a project is won, the platform should: ● Assign tasks to suitable internal employees or contractors. ● Manage communication and progress tracking. ● Provide admin analytics (performance, profit margins, timelines, etc.). In short: Auto BO automates how a BPO finds, wins, and fulfills freelance work — combining AI, workflow management, and real-time communication. 2. Platform Goals 1. Reduce manual bidding through automation. 2. Centralize operations between clients, the owner, and employees. 3. Streamline project assignment and track performance metrics. 4. Enable scalable workforce growth by ranking and vetting employees. 5. Deliver transparency through dashboards, notifications, and reporting. 3. Platform Structure Module Admin Panel (Owner) Description Control center for bidding automation, employee management, communication, and reporting. Job Aggregator / API Layer Semi-Automatic Bidding Engine Connects to Upwork, Freelancer.com, and Fiverr APIs to fetch available jobs based on filters (category, budget, skills). AI-assisted system that suggests bids and prices; owner approves before submission or enables full auto-mode. Workforce Dashboard Displays available employees, skill sets, performance history, and project assignments. Internal Communication Hub Client Management Module Real-time messaging between owner, employees, and clients; optional video or voice integration via API. Stores client details, past projects, communication logs, and invoices. Analytics & Reporting Visual dashboard summarizing active projects, win rates, revenue, and workforce efficiency. 4. Core Features A. Job Aggregation & Bidding ● Connect via API or scraping (where APIs are limited). ● Search jobs by category, price range, skills, keywords. ● Auto-generate bid proposals using AI templates. ● Allow manual editing and approval by admin before submission. ● Smart pricing logic (bids slightly lower than average competitors). ● Status tracking: Applied → Shortlisted → Awarded → In Progress → Completed. B. Workforce Management ● Employee onboarding form with skill tags and past project ratings. ● Algorithm ranks employees by reliability, speed, and client feedback. ● Assign projects manually or automatically based on skill-match score. ● Real-time progress tracker: start/stop timer, milestone logging, uploads. ● Built-in performance tracking dashboard (KPI: turnaround, client rating, error rate). C. Communication Tools ● Integrated chat between admin, employees, and clients. ● Option for Slack or Microsoft Teams integration. ● Message threads tied to each project. ● File-sharing and task comments. D. Analytics & Reporting ● Auto-generate financial summaries (income, commission, profit margins). ● Track bid-to-win ratio. ● Measure average turnaround time and employee efficiency. ● Export reports (PDF, Excel). E. User Access Levels Role Access Admin (Owner) Employee Client (Read-only portal) Full control, analytics, approvals, HR, and client communication. Task view, upload deliverables, message owner, progress tracking. View progress and deliverables (optional for Phase 2). 5. Technical Requirements Front-End ● Framework: React + Tailwind CSS (Next.js optional). ● Core features: ○ Responsive dashboard UI. ○ Data tables for projects and workforce. ○ Chart.js or Recharts for analytics visuals. Back-End ● Framework: Python FastAPI or Node.js (Express). ● Database: PostgreSQL / MySQL. ● ORM: SQLAlchemy or Prisma. ● Task Queue: Celery or Bull for job polling and notifications. ● Authentication: JWT-based login + role-based permissions. ● APIs: ○ Upwork, Freelancer, Fiverr (start with read + apply endpoints). ○ Email & Chat APIs (SendGrid, Twilio, Socket.io). Infrastructure ● Hosting: AWS or DigitalOcean (auto-scalable containers). ● Storage: AWS S3 for documents and deliverables. ● CI/CD: GitHub Actions / GitLab CI. ● Monitoring: Sentry + Grafana (optional). 6. System Workflow (Simplified) 1. Admin login → Dashboard opens. 2. Admin sets job filters (budget, skills, keywords). 3. Job Aggregator pulls listings from Upwork/Freelancer/Fiverr. 4. AI Bidding Engine drafts proposals → Admin approves → Submitted. 5. Once job is won → Project created in database. 6. Workforce module recommends top 3 employees. 7. Admin assigns task → Employee notified. 8. Employee submits deliverable → QA review → Delivered to client. 9. Payment & performance metrics recorded automatically. 7. AI / Automation Components (Phase 2 – can be integrated later) ● Proposal generation: Trained prompt templates generating job-specific cover letters. ● Bid optimization: Machine-learning model using platform data to predict winning price ranges. ● Employee ranking: AI scoring model based on previous project outcomes. 8. Design & UX Guidelines ● Minimalist blue + teal theme (brand colors). ● Clean sans-serif typography (Inter / Poppins). ● Card-based dashboard layouts with icons and metrics. ● High-contrast readability and mobile responsiveness. ● Include dark-mode option for long-hour users. 9. Development Roadmap Phase Duration Phase 1 1–2 months Deliverables Job aggregator prototype + manual bidding system + Admin dashboard Phase 2 Phase 3 Phase 4 2–3 months 1 month Ongoing Workforce module + communication + analytics + cloud hosting AI automation layer + testing + security hardening + launch Maintenance, optimization, feature expansion 10. Deliverables for Developer ● Fully functional web app hosted on cloud server. ● Admin dashboard with login and full CRUD for projects, employees, and clients. ● Integration layer with 3 freelance platforms (semi-automated). ● Documentation: ○ System architecture diagram ○ API documentation (Swagger / Postman Collection) ○ Database schema diagram ○ Deployment & maintenance guide 11. Success Criteria ● Functional semi-automated bidding on at least one platform (Upwork). ● Fully working admin + employee dashboard. ● Secure login and multi-role system. ● 90% uptime post-launch. ● Scalable codebase ready for full automation and additional APIs. 12. Optional Future Features ● In-app client invoicing & payment processing. ● Mobile app (React Native). ● AI chatbot assistant for client interaction. ● Auto translation for global workers.