Here is the final, polished job description / project specification you can copy-paste directly into Freelancer.com (or similar platforms). I've incorporated all our discussions: preference for keeping things as local as possible using Odoo Discuss (native chat hub, accessible via the official Odoo mobile app on phones), native/strong WhatsApp integration into Discuss, support for SMS (native), and Facebook/Instagram Messenger (via reliable third-party modules for omnichannel unification in Discuss). It emphasizes no standalone chat app needed beyond the Odoo mobile app, individual team logins, single shared WhatsApp number (client sees only company profile), AI bot for initial handling + escalation, auto account/contact creation, context routing (personal/company/project), and full CRM sync. Project Title: Odoo-Based Omnichannel Customer Communication System: WhatsApp + AI Chatbot + Discuss Integration (Local, No External Standalone Apps) Project Type: Fixed-price Budget Range: $2,000 – $5,000 USD (depending on exact Odoo version, modules used, and custom AI flows) Estimated Timeline: 6–10 weeks (including setup, testing, training/handover) Required Skills: Odoo Development (Python, XML-RPC/API, modules), WhatsApp Business API (Meta Cloud), AI/Chatbot (e.g., Dialogflow, Botpress, Rasa, or OpenAI integration), Webhooks, Omnichannel modules, Odoo Discuss customization Project Background & Goals We use Odoo (version [insert your version, e.g., 18 or 19]; Community or Enterprise – please confirm compatibility) for CRM, Projects, and other modules. Currently, the team shares one common Odoo login for communications. We want a single shared WhatsApp business number as the primary client contact point. All client messages must: Sync bidirectionally to Odoo Discuss (native chat hub) for team handling. Start with an AI chatbot for greetings, data collection (new numbers), and context clarification. Escalate seamlessly to human agents. Keep everything local inside Odoo (use Discuss as the unified inbox via web and official Odoo mobile app on phones – no separate third-party chat apps like respond.io/Wati required). Support additional channels (SMS native; Facebook/Instagram Messenger via modules) in the same Discuss inbox where possible. Clients see only our unified company WhatsApp profile (no individual agent names shown automatically; optional manual signatures allowed). Team members use their own Odoo logins. Core Requirements WhatsApp Integration (Primary Channel) Use official WhatsApp Business Cloud API (Meta). One dedicated/shared business number connected. Full bidirectional sync: Inbound messages create/link to Discuss threads/channels in Odoo; replies from Discuss send via WhatsApp. Leverage native Odoo WhatsApp module if Enterprise (Odoo 17+); or best third-party module (e.g., TechUltra, Acrux, or omnichannel ones) if Community. Support templates, interactive messages (buttons/quick replies), read receipts. Client view: Unified company display name/profile only. Odoo Discuss as Unified/Local Inbox All customer messages (WhatsApp, SMS, etc.) land as threads/channels in Discuss. Team accesses via: Odoo web interface. Official Odoo mobile app (iOS/Android) – push notifications, real-time chat on phones (like a chat app experience). No standalone/external chat app needed; keep it 100% inside Odoo ecosystem. Features: Chat assignment/claiming, internal notes, @mentions, notifications per agent. Individual logins only – no shared credentials. AI Chatbot & Initial Automation Every conversation starts with AI (e.g., "Hi [name], how can I help you today?"). For new phone numbers: Collect basic details (name, email, etc.) → Auto-create Odoo contact (res.partner) + optional lead. Context detection/routing: Ask clarifying questions (e.g., "Is this about your personal account, ABS Ltd, or Mr. ABC Care project?") using buttons/lists. Pull data from Odoo (linked projects/accounts via API) to inform responses. Recommended: Botpress, Dialogflow CX, Rasa, or custom with OpenAI/Gemini + webhooks to Odoo. Handle simple queries/FAQs; escalate on triggers (keywords like "recruitment"/"urgent", user request, complexity). Human Escalation & Team Workflow Handover: Bot announces (e.g., "Passing you to a specialist") + transfers full context/history/contact/project to Discuss thread. Assign/escalate to specific agents (e.g., recruitment team). Agents reply from Discuss (web/mobile); bot pauses during handover. Optional: Agents add manual signatures (e.g., "— Donnie, Recruitment") if personal touch needed. Additional Channels (Omnichannel in Discuss) SMS: Native Odoo support (via gateway like Twilio) – bidirectional in Discuss. Facebook Messenger & Instagram DMs: Integrate via reliable third-party module (e.g., Omnichannel Communication, Meta integrations, or similar from Odoo Apps Store) to pull messages into Discuss threads. Goal: Unified view in Discuss where possible (one inbox for all channels). CRM & Data Sync Messages log as chatter/notes in CRM contacts/leads/projects. New contacts auto-created from WhatsApp/SMS. Link conversations to existing projects/accounts for context. Technical Preferences Maximize native Odoo features (Discuss, WhatsApp if Enterprise, SMS). Use Odoo Apps Store modules for any gaps (WhatsApp/omnichannel) – prefer well-rated, maintained ones. AI via webhook/API to Odoo (XML-RPC/JSON-RPC for contact creation/sync). Secure, GDPR-compliant (opt-in for data collection). Hosting: On our server/Odoo.sh – provide access. Testing: Meta sandbox + Odoo test DB first. Deliverables Fully configured prototype (tested with sample conversations across channels). All custom code, modules, configurations, API setups. Detailed documentation: Setup guide, flows, maintenance, agent training. 3 weeks post-go-live support/bug fixes. Demo video or live session. Proposal Requirements Please include in your bid: Your experience with Odoo Discuss + WhatsApp/omnichannel integrations (examples/links). Suggested tech stack (e.g., specific modules for WhatsApp/FB/IG, AI platform). Confirmation on Odoo version compatibility (ask if needed). Phased timeline & fixed price breakdown. Any questions (e.g., exact Odoo version/edition, self-hosted vs. cloud). We want a developer experienced in Odoo + Meta APIs who can deliver a clean, local, scalable solution. Serious proposals only. Thank you!