Job Title: Integrate Chatwoot, n8n, AI & Frappe CRM for Context-Aware Lead Automation (Low-Cost, Self-Hosted) ## Project Summary We have a **fully functional self-hosted environment on Coolify** with: * **Chatwoot** (already working with Website, Facebook, WhatsApp, Messenger, Instagram) * **n8n** (running and accessible) * **Frappe CRM** (running and functional) We need a freelancer to **connect and automate these systems end-to-end** to create a **context-aware AI sales assistant** that provides **tentative text-based quotations** and **automatically creates CRM leads** based on customer interaction. This project must be implemented with **strict cost control** and **open-source or free tools only**, except for minimal AI processing costs. --- ## End-to-End Process Flow (Scope of Work) ### 1 Traffic Sources Customers initiate conversations from: * Website chat * Facebook / WhatsApp / Messenger / Instagram (Meta Ads & organic) --- ### 2 Context Data Collection Context must be captured and prepared for AI usage: **Website Context** * Visited page or product * Project or solution page * Time spent * Location (district level) * Interest inference (Drip / Sprinkler / Crop) **Meta Ads Context** * Campaign name * Ad name * Ad set * Platform * Message objective Context data must be normalized and attached to the chat. --- ### 3 Chatwoot (Already Running) * All conversations continue in Chatwoot * Context data must be attached to: * Contact attributes * Conversation notes * Human agents must be able to take over chats at any time * AI must stop replying once a human takes control --- ### 4 n8n (Automation & Logic Layer – FREE) n8n will: * Receive Chatwoot webhooks * Merge chat + website + ad context * Trigger AI responses * Fetch WooCommerce product prices & descriptions * Control CRM lead creation logic * Prevent duplicate leads --- ### 5 AI Responsibilities (Minimal Cost Usage) AI must use: * Website visit context * WooCommerce product data * Previous 1000 quotations (pattern-based knowledge) * Company documents and assumptions AI must: * Convince and guide customers * Ask structured questions to collect requirements * Provide **tentative, text-only cost estimations** * Respond in Bangla (farmer-friendly) AI must NOT: * Generate PDFs * Provide final quotations * Commit pricing * Change CRM lead stages > **Note:** AI usage must be optimized to keep processing cost very low. --- ### 6 Frappe CRM (Already Running – FREE) Automatic lead creation when **ANY of the following is received**: * Customer name * Mobile number * Email address Lead data must include: * Contact details * Source (Website / Meta / Channel) * Campaign and ad data (if available) * Customer interest and crop * Land size * Tentative budget * AI-generated chat summary Lead stages will be **manually managed** by the sales team. --- ### 7 Continuous Communication * All ongoing communication stays in Chatwoot * CRM is used only for lead tracking and stage management * No automation should change lead stages --- ## Cost & Tooling Constraints (Very Important) * No expensive third-party paid SaaS tools * No costly CRM, chatbot, or automation platforms * Use **self-hosted, open-source tools only** * n8n for automation (free/self-hosted) * Google Apps Script for lightweight integrations (if needed) * Only unavoidable cost: * Small AI processing cost * VPS hosting cost (already available) --- ## Technical Requirements * Experience with **Chatwoot webhooks** * Strong **n8n workflow design** * REST API integration (WooCommerce, Frappe) * AI API integration (cost-optimized) * Experience working with **self-hosted systems on Coolify** * Ability to use **Google Apps Script** when useful * Clean, maintainable logic --- ## Deliverables * Chatwoot → n8n webhook integration * Website & Meta Ads context mapping * AI prompt & response logic (cost optimized) * WooCommerce price integration * Frappe CRM auto lead creation * Duplicate lead prevention * Human override handling * Basic documentation --- ## Important Notes * All systems are already running on Coolify * This is an integration and automation project * System will be used in real commercial operations * AI is advisory only; humans control sales decisions * Cost efficiency is a top priority --- This project is ideal for freelancers experienced in **open-source automation, CRM integration, and low-cost AI workflows**.