Build Bilingual AI Real Estate Sales Agent
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
Developer Needed: AI Automation Engineer to Build an Intelligent Sales Agent for a US Real Estate Company
PRESTIA AI | Fixed-Scope and Fixed-Price Execution Contract
1. Executive Summary
PRESTIA AI invites AI and automation developers and specialized firms to submit technical and financial proposals to implement a fully operational Intelligent Sales System for a real estate company in Florida, USA.
The project aims to develop an intelligent sales agent supporting both English and Spanish. The agent will engage with leads, qualify and categorize them, record their data in a CRM system, book appointments, send confirmations and notifications, and escalate cases requiring human intervention to designated staff.
PRESTIA AI seeks a fully integrated, testable, maintainable, and scalable solution, not merely an experimental chatbot or demo prototype. The system must be well-documented, secure, manageable, and independent of the developer's personal account.
2. Project Objectives
The project aims to:
Improve response times to prospective leads.
Provide effective automated conversations in English and Spanish.
Collect, qualify, and classify lead data according to approved business rules.
Log lead details and interactions into the CRM system.
Automate appointment scheduling and dispatch confirmations/notifications.
Minimize lost sales opportunities and optimize follow-up management.
Establish a clear escalation protocol for complex cases requiring human intervention.
Build a scalable system designed for future operations, maintenance, and expansion.
3. Scope of Work
3.1 Multilingual AI Agent
The bidder must design and implement an intelligent sales agent with the following functionalities:
Conduct conversations, qualification, follow-ups, and appointment bookings in English and Spanish.
Automatically detect the lead's language and respond accordingly, while allowing manual language selection.
Handle incoming inquiries via website and official WhatsApp Business channels.
Rely strictly on verified company, real estate, and service information to prevent hallucination of prices, specs, or availability.
Collect and qualify lead data based on custom rules provided by PRESTIA AI.
Maintain conversation context and lead data during language switching or transition between qualification and booking stages.
Escalate unsupported inquiries or complex scenarios to human representatives based on clear routing logic.
3.2 CRM Integration & Appointment Management
Scope includes:
Capturing leads and logging key interactions into the designated CRM.
Creating and updating records while preventing duplicate entries caused by re-triggered events.
Integrating with calendar systems (e.g., Google Calendar) to verify real-time availability prior to confirming bookings.
Preventing double-booking and sending bi-lingual scheduling confirmations/notifications to responsible teams.
Supporting cancellations and rescheduling if included in agreed terms.
3.3 Technical Integration & Automation
The bidder must build required integrations across:
Website & lead collection forms
WhatsApp Business API (official provider)
CRM & Calendar systems
Notification channels
Technical requirements:
Implement error logging and automatic retry mechanisms for failed API calls.
Secure API keys, enforce proper access controls, and safeguard lead data.
Deliver a system fully operational, manageable, and maintainable without reliance on personal developer accounts.
Low-Code/No-Code platforms, custom APIs, or off-the-shelf AI services may be used provided they fulfill requirements, offer ease of management, and document all costs clearly.
Note: All tools, CRM selections, integration methods, and estimated operational fees must be disclosed upfront. No paid additions or subscriptions may be purchased without prior written approval from PRESTIA AI.
4. Live Demo & Pre-Selection Prototype
Shortlisted candidates must deliver a Live Demo or limited prototype demonstrating core functionality in both English and Spanish, including:
Live conversations with language auto-detection and manual switching.
Lead qualification, data capture, and mock/live CRM record creation.
Real-time availability checking and appointment confirmation.
Graceful handling of unknown data and seamless handoff to human agents.
Evaluation focuses on data accuracy, context retention, and functional execution rather than UI aesthetics alone. Full project work will not be built for free; demo scope, duration, and any nominal costs must be agreed upon in advance.
5. Key Deliverables
The bidder must deliver:
Fully operational, production-ready system per agreed scope.
English/Spanish AI Sales Agent operating under specified workflows.
Complete automation flows, custom code, and configuration files (flagging non-exportable components).
Live integrations across Website, WhatsApp, CRM, Calendar, and Alerts.
Technical documentation, architecture diagrams, and workflow maps.
User operations & troubleshooting guide for routine maintenance and setting updates.
Itemized breakdown of software tools, API subscriptions, and operational expenses.
Verified testing reports proving successful execution in both languages.
Formal handover session and practical training.
Transfer of all system access rights, accounts, and configuration files according to ownership agreements.
6. Acceptance Criteria & Testing
Prior to development, testing scenarios and pass criteria will be defined in writing. Testing must cover:
Bi-lingual interactions via Web and WhatsApp.
Lead qualification, CRM record generation, and deduplication logic.
Valid booking flow, calendar synchronization, and conflict rejection.
Automated alert dispatches and human handoff routing.
Error recovery, API retry behavior, and security access controls.
Project acceptance requires written approval from PRESTIA AI after passing all test benchmarks.
7. Timeline, Pricing & Payment Terms
Timeline: Bidder must provide a realistic milestone plan covering development, testing, and handover.
Pricing: Fixed total price for execution, strictly separating developer fees from third-party operational/subscription costs.
Payment Terms: Tied directly to reviewable, milestone-based deliverables.
Scope Changes: Scope adjustments require prior written approval for both cost and extended timeline.
8. Warranty & Technical Support
90-Day Warranty: Includes a 90-calendar-day warranty period starting from final written acceptance to fix bugs, settings, or broken integrations at no extra cost.
Exclusions: Excludes new feature requests, scope changes, or third-party service outages unrelated to original implementation flaws.
SLA: Bidders must state response times, support hours, and post-warranty maintenance rates in their proposal.
9. Intellectual Property & Confidentiality
All custom code, workflows, and assets created for the project belong exclusively to PRESTIA AI upon completion.
Bidders must disclose pre-existing IP, open-source libraries, and third-party tools used.
Strict non-disclosure of PRESTIA AI client and lead data is required. All client accounts must remain under PRESTIA AI control.
10. Developer Qualifications
Required experience includes:
Proven track record building AI Agents connected to live backend systems.
Multilingual conversation design (English & Spanish).
Hands-on API integrations, Low-Code/No-Code workflow development.
Official WhatsApp Business API setup.
CRM & Calendar integrations, robust error handling, and data security.
11. Proposal Structure Requirements
Proposals must contain:
Bidder Profile: Legal name, contact info, relevant portfolio.
Understanding of Scope: Brief summary of project goals and scope.
Proposed Solution: System architecture and technical design.
Tooling & Stack: CRM, WhatsApp provider, Calendar, and logic stack selections.
Fixed Price & Operational Costs: Execution fee breakdown vs. monthly third-party running costs.
Implementation Timeline: Milestones, testing phases, and delivery dates.
Testing & QA Plan: Methodology for bi-lingual validation and CRM/Calendar checks.
Demo Scope & Cost: Scope of pre-selection demo (if applicable).
Warranty & SLA Terms: Confirmation of 90-day warranty and support response times.
IP & Confidentiality: Agreement to ownership transfer and data security terms.
12. Proposal Evaluation Criteria
Evaluation CriteriaWeightProven experience building live AI Agents & Automations20%Technical solution quality, scalability & maintainability20%Bilingual deployment experience (English / Spanish)15%Quality of CRM, WhatsApp, and Calendar integrations10%Execution, testing, documentation, and delivery plan10%Data security, API protection, and permission management10%Live Demo or working prototype quality10%Competitive pricing and optimized running costs5%
Priority is given to solutions offering high stability, seamless bilingual performance, low operational overhead, and full ownership transfer rather than lowest price alone.
13. General Terms & Final Output
Full development begins only upon written signature of technical, financial, and scope terms. The final deliverable is an intelligent, bilingual real estate sales system operating in Florida, backed by full documentation and a 90-day execution warranty.
PRESTIA AI | Fixed-Scope and Fixed-Price Execution Contract
1. Executive Summary
PRESTIA AI invites AI and automation developers and specialized firms to submit technical and financial proposals to implement a fully operational Intelligent Sales System for a real estate company in Florida, USA.
The project aims to develop an intelligent sales agent supporting both English and Spanish. The agent will engage with leads, qualify and categorize them, record their data in a CRM system, book appointments, send confirmations and notifications, and escalate cases requiring human intervention to designated staff.
PRESTIA AI seeks a fully integrated, testable, maintainable, and scalable solution, not merely an experimental chatbot or demo prototype. The system must be well-documented, secure, manageable, and independent of the developer's personal account.
2. Project Objectives
The project aims to:
Improve response times to prospective leads.
Provide effective automated conversations in English and Spanish.
Collect, qualify, and classify lead data according to approved business rules.
Log lead details and interactions into the CRM system.
Automate appointment scheduling and dispatch confirmations/notifications.
Minimize lost sales opportunities and optimize follow-up management.
Establish a clear escalation protocol for complex cases requiring human intervention.
Build a scalable system designed for future operations, maintenance, and expansion.
3. Scope of Work
3.1 Multilingual AI Agent
The bidder must design and implement an intelligent sales agent with the following functionalities:
Conduct conversations, qualification, follow-ups, and appointment bookings in English and Spanish.
Automatically detect the lead's language and respond accordingly, while allowing manual language selection.
Handle incoming inquiries via website and official WhatsApp Business channels.
Rely strictly on verified company, real estate, and service information to prevent hallucination of prices, specs, or availability.
Collect and qualify lead data based on custom rules provided by PRESTIA AI.
Maintain conversation context and lead data during language switching or transition between qualification and booking stages.
Escalate unsupported inquiries or complex scenarios to human representatives based on clear routing logic.
3.2 CRM Integration & Appointment Management
Scope includes:
Capturing leads and logging key interactions into the designated CRM.
Creating and updating records while preventing duplicate entries caused by re-triggered events.
Integrating with calendar systems (e.g., Google Calendar) to verify real-time availability prior to confirming bookings.
Preventing double-booking and sending bi-lingual scheduling confirmations/notifications to responsible teams.
Supporting cancellations and rescheduling if included in agreed terms.
3.3 Technical Integration & Automation
The bidder must build required integrations across:
Website & lead collection forms
WhatsApp Business API (official provider)
CRM & Calendar systems
Notification channels
Technical requirements:
Implement error logging and automatic retry mechanisms for failed API calls.
Secure API keys, enforce proper access controls, and safeguard lead data.
Deliver a system fully operational, manageable, and maintainable without reliance on personal developer accounts.
Low-Code/No-Code platforms, custom APIs, or off-the-shelf AI services may be used provided they fulfill requirements, offer ease of management, and document all costs clearly.
Note: All tools, CRM selections, integration methods, and estimated operational fees must be disclosed upfront. No paid additions or subscriptions may be purchased without prior written approval from PRESTIA AI.
4. Live Demo & Pre-Selection Prototype
Shortlisted candidates must deliver a Live Demo or limited prototype demonstrating core functionality in both English and Spanish, including:
Live conversations with language auto-detection and manual switching.
Lead qualification, data capture, and mock/live CRM record creation.
Real-time availability checking and appointment confirmation.
Graceful handling of unknown data and seamless handoff to human agents.
Evaluation focuses on data accuracy, context retention, and functional execution rather than UI aesthetics alone. Full project work will not be built for free; demo scope, duration, and any nominal costs must be agreed upon in advance.
5. Key Deliverables
The bidder must deliver:
Fully operational, production-ready system per agreed scope.
English/Spanish AI Sales Agent operating under specified workflows.
Complete automation flows, custom code, and configuration files (flagging non-exportable components).
Live integrations across Website, WhatsApp, CRM, Calendar, and Alerts.
Technical documentation, architecture diagrams, and workflow maps.
User operations & troubleshooting guide for routine maintenance and setting updates.
Itemized breakdown of software tools, API subscriptions, and operational expenses.
Verified testing reports proving successful execution in both languages.
Formal handover session and practical training.
Transfer of all system access rights, accounts, and configuration files according to ownership agreements.
6. Acceptance Criteria & Testing
Prior to development, testing scenarios and pass criteria will be defined in writing. Testing must cover:
Bi-lingual interactions via Web and WhatsApp.
Lead qualification, CRM record generation, and deduplication logic.
Valid booking flow, calendar synchronization, and conflict rejection.
Automated alert dispatches and human handoff routing.
Error recovery, API retry behavior, and security access controls.
Project acceptance requires written approval from PRESTIA AI after passing all test benchmarks.
7. Timeline, Pricing & Payment Terms
Timeline: Bidder must provide a realistic milestone plan covering development, testing, and handover.
Pricing: Fixed total price for execution, strictly separating developer fees from third-party operational/subscription costs.
Payment Terms: Tied directly to reviewable, milestone-based deliverables.
Scope Changes: Scope adjustments require prior written approval for both cost and extended timeline.
8. Warranty & Technical Support
90-Day Warranty: Includes a 90-calendar-day warranty period starting from final written acceptance to fix bugs, settings, or broken integrations at no extra cost.
Exclusions: Excludes new feature requests, scope changes, or third-party service outages unrelated to original implementation flaws.
SLA: Bidders must state response times, support hours, and post-warranty maintenance rates in their proposal.
9. Intellectual Property & Confidentiality
All custom code, workflows, and assets created for the project belong exclusively to PRESTIA AI upon completion.
Bidders must disclose pre-existing IP, open-source libraries, and third-party tools used.
Strict non-disclosure of PRESTIA AI client and lead data is required. All client accounts must remain under PRESTIA AI control.
10. Developer Qualifications
Required experience includes:
Proven track record building AI Agents connected to live backend systems.
Multilingual conversation design (English & Spanish).
Hands-on API integrations, Low-Code/No-Code workflow development.
Official WhatsApp Business API setup.
CRM & Calendar integrations, robust error handling, and data security.
11. Proposal Structure Requirements
Proposals must contain:
Bidder Profile: Legal name, contact info, relevant portfolio.
Understanding of Scope: Brief summary of project goals and scope.
Proposed Solution: System architecture and technical design.
Tooling & Stack: CRM, WhatsApp provider, Calendar, and logic stack selections.
Fixed Price & Operational Costs: Execution fee breakdown vs. monthly third-party running costs.
Implementation Timeline: Milestones, testing phases, and delivery dates.
Testing & QA Plan: Methodology for bi-lingual validation and CRM/Calendar checks.
Demo Scope & Cost: Scope of pre-selection demo (if applicable).
Warranty & SLA Terms: Confirmation of 90-day warranty and support response times.
IP & Confidentiality: Agreement to ownership transfer and data security terms.
12. Proposal Evaluation Criteria
Evaluation CriteriaWeightProven experience building live AI Agents & Automations20%Technical solution quality, scalability & maintainability20%Bilingual deployment experience (English / Spanish)15%Quality of CRM, WhatsApp, and Calendar integrations10%Execution, testing, documentation, and delivery plan10%Data security, API protection, and permission management10%Live Demo or working prototype quality10%Competitive pricing and optimized running costs5%
Priority is given to solutions offering high stability, seamless bilingual performance, low operational overhead, and full ownership transfer rather than lowest price alone.
13. General Terms & Final Output
Full development begins only upon written signature of technical, financial, and scope terms. The final deliverable is an intelligent, bilingual real estate sales system operating in Florida, backed by full documentation and a 90-day execution warranty.
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