AI IVR Vendor / Customer Onboarding Automation

@ukroficer

Hello, I would build this on Twilio Voice with a Laravel API and PostgreSQL, because your IVR has to handle English/Malayalam prompts, voice or keypad input, REST API calls, S3 document capture, and WhatsApp/SMS confirmations in one flow. The hard part is keeping document checks, CRM/ERP creation, training completion, and reporting in sync across call events. - Map the bilingual flow, prompts, validations, and retry branches. - Build REST hooks for CRM/ERP, S3 uploads, and messaging events. - Add quiz-style training, vendor status tracking, and failure handling. - Deliver tests, pilot dashboard, deployment docs, and UAT support. I would use webhook-driven state handling and deploy to your test environment first so the pilot can be measured against the 95% completion target. Does your CRM/ERP already have live REST endpoints for vendor creation and credential generation? I can start with the flow map and API contract review. Roman

@Microlent

Hello, I am Dr. Rajesh Rolen, PhD in Computer Science & Engineering, with experience of over 20+ years in Android, API Integration, Mobile App Development, PHP, AI Chatbot Development, AI Development As a preferred freelancer in the top 1%, I have done 400+ projects here on freelancer.com, I have 4.9 ratings out of 5 on average, which showcases my quality of work and timely delivery. Key Highlights: - Free Hosting Support on the Cloud or any desired platform. - Free 3 months of post-delivery support to ensure that our client doesn’t face any challenges after the launch of the project. - Free Dedicated tester on projects to ensure quality delivery, so clients don’t need to act as a tester. - 10+ Years experience UI/UX team to ensure intuitive UI. Portfolio: https://www.freelancer.com/u/Microlent Please open the chat and send me a message, so we can have a more detailed discussion about the project to give you the project timeline and cost. Thank you for considering my services. I look forward to engaging in a productive conversation and understanding how I can be of assistance in bringing your project to life. Regards Rajesh Rolen

@AwaisChaudhry

Hello, Your onboarding IVR can be designed as a complete, multilingual journey, from the initial English or Malayalam conversation through document capture, verification, CRM/ERP creation, credentials, messaging, and interactive training. I would structure the solution around a reliable voice platform such as Twilio or Dialogflow, with API Integration to your existing REST services and secure S3 storage. The implementation will include adaptive voice/keypad handling, validation and retry paths, document confirmations, onboarding status tracking, and dashboards for completion, drop-offs, and failed checks. The Mobile App Development experience is also useful for aligning the IVR onboarding logic with any existing vendor portal or future mobile workflows, while PHP can support dependable backend services and webhook processing. I will provide bilingual call-flow diagrams, prompt scripts, documented integration code, test-environment deployment, UAT support, and a technical handover. The flow can be tuned against pilot analytics toward your 95% completion target. Which CRM/ERP and messaging providers must the IVR integrate with, and how are vendor documents currently verified? I can review your API documentation and sample vendor package to define the integration boundaries and rollout plan. Regards, Muhammad Awais

@a4logic

Hello, As the Founder of A4Logic, I have dedicated the past decade and a half to building innovative and intelligent solutions focused on maximizing efficiency and user satisfaction. With a unique blend of skills that spans core offerings, such as AI automations, API integrations, ERP/CRM systems, and SaaS platforms, I am certain that my expertise aligns seamlessly with the scope of your AI IVR project. Operating at the intersection of Python and AI Automation, I have successfully leveraged platforms like Dialogflow and Twilio to craft conversational user journeys facilitating document submission, account setup, orientation/training sessions similar to what you envision. Notably, my creations consistently employ clean code resulting in robust modules tailored to specific organizational needs. Additionally, I bring mobile app development experience using Flutter and web scraping/dashboards familiarity that could be immensely valuable as you seek to monitor call completion rates or any shortcomings amending the flow quickly. Utmost respect for sensitive customer information drives my approach; incorporating secure S3 storage will be an absolute priority. My commitment extends beyond delivery; providing UAT support until 95% call-completion is achieved during pilot testing also demos my dedication towards creating impactful solutions. Furthermore, while turning this project around demands a reasonable timeline depending upon its com Thanks!

@seefattechnologi

Exactly----->> Got the full description --------I will Complete this project as per the given scope of work ---AI IVR Vendor / Customer Onboarding Automation You will get clear communication, creative thinking, and reliable delivery without constant follow-ups. I am Passionate AI/PHP /Full stack developer having rich experience with so many successful Tasks. Please ping me to get started and provide you great results. Thanks

@starttechno

I’d build this around Twilio and Dialogflow CX, using a secure S3 upload link delivered by SMS while the IVR continues in English or Malayalam with speech and DTMF fallback. The webhook layer will validate answers, track document status, create the CRM/ERP vendor record after basic checks, generate credentials, and trigger welcome email/SMS messages. Each step will emit events for a live completion, drop-off, and verification dashboard, while the final IVR segment delivers a short portal/support quiz. You’ll receive the bilingual flow diagrams and scripts, a working test deployment, documented REST/S3/messaging integrations, pilot tuning toward the 95% completion target, and the requested tech-team handover in 7 days, subject to API credentials and sample documents. I’ve built production API automations with branching validation, messaging workflows, and operational reporting, and will use the same webhook-first structure here. Do you already have a preferred Malayalam voice/ASR provider, or should I select the best Dialogflow-supported option? Muhammad Saad

@DeveloperStation

Hi, I've built Twilio-driven telephony before, a web app with SMS flows and REST API plus third party integrations that ran end to end. Adil Upwork: LAMP Web Application with SMS via Twilio, REST API integration, 5 stars. One thing to settle early: Malayalam voice recognition is the real risk here. Dialogflow and Amazon Connect handle English well but Malayalam speech-to-text coverage is thin, so I'd usually lean toward Twilio with a specialised ASR for that language, or fall back to keypad plus SMS confirmation where recognition drops. Which platform have you tested for Malayalam so far? On the CRM side, we've done AI-driven document flows that create records and fire credentials and emails automatically. I'd start with the call flow diagrams and prompt scripts in both languages so you can approve before any build. What's your CRM/ERP, and does its REST API expose vendor creation directly? Adil

@ZohaibRoy

⭐⭐⭐⭐⭐ Create an AI-Driven IVR for Seamless Vendor Onboarding ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project needs and see you're looking for an AI-driven IVR solution to onboard new vendors. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for IVR systems. I will create a streamlined call experience that guides vendors through document submission, account setup, and training, all in one call. ➡️ Why Me? I can easily build your AI-driven IVR as I have 5 years of experience in voice applications and automation. My skills include designing conversational interfaces, integrating APIs, and ensuring secure document handling. I also have a strong grip on technologies like Dialogflow, Twilio, and Amazon Connect, which will help me deliver a robust solution for your project. ➡️ Let's have a quick chat to discuss your project in detail, and I can showcase samples of my previous work. Looking forward to discussing this with you! ➡️ Skills & Experience: ✅ Voice Application Development ✅ API Integration ✅ Document Management ✅ CRM/ERP Integration ✅ Interactive Voice Response (IVR) ✅ User Training Modules ✅ Real-Time Reporting ✅ Data Security ✅ Multilingual Support ✅ User Acceptance Testing (UAT) ✅ Call Flow Design ✅ Scripting and Prompt Creation Waiting for your response! Best Regards, Zohaib

@DrSyafiq

The brief is clear; I’d prove the critical path first, then expand from working evidence. You're trying to build a AI IVR Vendor / Customer Onboarding Automation where the hard part is not just the product catalog, but vendor flow, checkout, and admin control all working together. My approach would be to first map the customer booking, provider onboarding, payment, review, and admin workflows, then build the MVP around the riskiest transaction path. Quick question: Do you already have a preferred OTP provider and retry/fraud policy, or should that be designed with the delivery? Also, which external integrations are absolutely required for MVP, and which can be staged after launch? Best, Dr. Syafiq

@ozbas

Utilizing my extensive 10+ years experience in software development with a keen focus on back and front-end systems, I am more than equipped to fulfill your virtual assistant needs. My skills span a range of fitting arenas including mobile app development, API integration, automatic processes design and execution and PHP proficiency. Consequently, I possess the capable expertise you're seeking for your AI IVR Vendor/Customer Onboarding Automation project. Past projects that could bolster my ability here include creating Hybrid apps with Flutter and React Native along with integrating a variety of APIs like Twilio. I do believe therefore that the combination of utilizing platforms such as Dialogflow or Amazón Connect and incorporating your existing REST API will prove fruitful. Furthermore, my experience working with automation projects led me to some general Python AI work which would come in handy during the creation of your IVR. It is not just the utilization of technology but also the dedication to customer satisfaction that sets a project apart. This apropos alignment neatly aligns our goals as I pedge to provide regular communication, steadfast tech support, and even timely documentation after successful completion. In short, hiring me would not only assure realisation of your detailed vision but also guarantee an enthusiastic partner to make further refinements a reality. The choice here couldn't be clearer, don't you agree?

@kuldeepak05

Hi, This is definitely within my wheelhouse. I’d recommend Twilio + Dialog flow for this, as it gives us a solid setup for the bilingual conversational IVR, WhatsApp integration, document handling, and your existing REST APIs. I can build the complete flow from the initial vendor call through document submission, verification, CRM/ERP creation, credentials and SMS/WhatsApp notifications, followed by the IVR training/quiz. I’ll also include proper call tracking and reporting so you can see where vendors are dropping off. I’d estimate around 4–6 weeks for a production-ready version, including integrations, testing and UAT. I’d first review your API documentation and current vendor workflow before locking down the final estimate. Happy to start with the flow diagram and technical approach, then move straight into the test environment.

@Hubready

Hello!, I am a US-based full stack/AI automation developer with around 10 years of experience building IVR systems, voice bots, CRM/ERP integrations, WhatsApp/SMS flows, S3 document workflows, dashboards, and secure onboarding automation. I read your project description carefully and understand the goal: an English/Malayalam AI IVR that can take vendors from the first phone call through data collection, document submission, basic validation, CRM/ERP account creation, credential delivery, and a short training/quiz flow without needing a live agent. For this build, I’d recommend Twilio or Amazon Connect with Dialogflow/OpenAI-style language handling, depending on your current phone setup. Relevant work includes: - AI IVR flow with dynamic prompts and keypad/voice input - Vendor/customer onboarding automation with document upload - CRM record creation with SMS/email credential delivery - Real-time reporting dashboard for call outcomes Estimated timeline: 5–8 weeks depending on language testing, API readiness, and pilot size. Could you please clarify the following questions to help me better understand the project? 1. Do you already use Twilio, Amazon Connect, or another phone provider? 2. Should Malayalam be handled by recorded prompts, speech recognition, or both? 3. What CRM/ERP should the vendor records be created in? Regards, James Zappi

@wontonesaju

Hi, I can build your AI-powered vendor onboarding IVR with **Twilio/Google Dialogflow**, supporting English and Malayalam voice/keypad input, dynamic call flows, document capture, CRM/ERP APIs, S3 storage, WhatsApp/SMS/email notifications, and automated vendor account creation. I’ll also implement the interactive training/quiz flow, completion/drop-off tracking, dashboards, secure API integrations, and provide the call-flow diagrams, scripts, documentation, and UAT support. A few questions: 1. Which CRM/ERP and messaging APIs are currently being used? 2. Do you already have the S3 bucket and REST API documentation ready? 3. Should WhatsApp be used for document submission/confirmation alongside the IVR? Thanks Saju

@imraz2016

Hi, I can build the complete AI-driven vendor onboarding IVR with English/Malayalam voice flows, WhatsApp document collection, CRM/ERP and S3 integration, automated account setup, training flow, and reporting dashboard. I can handle the API integrations, automation, testing, documentation, and deployment end-to-end. I’d prefer Twilio with a Python/Node.js backend, but can work with your preferred voice platform. Timeline: 7–10 days for the initial working pilot. I can start immediately. Please share the API documentation and sample vendor workflow so I can map the flow and begin.

@dvcontact

Hello Sir, Would you be interested in a demo of our AI-driven IVR solution that transforms vendor onboarding before any commitment? Our solution will streamline your onboarding process, guiding vendors from first contact to ready-to-transact status via an engaging, bilingual conversational IVR that intuitively handles document submission and account setup. Let's discuss how we can enhance your onboarding experience and I can present a detailed plan along with the demo at your convenience. Regards, Smith

@pixxelu16

Hello Thanks for reviewing my bid. I am happy to inform you that your project perfectly falls under my expertise. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details. Thanks Rakesh Kumar*****

@vishal1145

Your IVR will fail at scale if document uploads rely on synchronous API calls during the call — network latency will cause timeouts and vendor drop-offs. You need an asynchronous queue that decouples upload confirmation from backend processing so callers don't wait 15+ seconds mid-conversation. Quick questions - what's your current CRM's webhook support for real-time vendor provisioning? And are you handling PII under any compliance framework that restricts cloud storage of voice recordings? Here is the architectural approach: - DIALOGFLOW + TWILIO: Build bilingual NLU intents with fallback handlers, route calls through Twilio Voice API and trigger S3 presigned URLs for secure document capture without blocking the call flow. - API INTEGRATION: Design event-driven webhooks using AWS Lambda to consume your CRM REST endpoints, validate document metadata via OCR (Textract) and auto-generate credentials through your ERP's provisioning API. - AI VOICE AGENTS: Implement dynamic prompt branching with session state management so the IVR adapts questions based on vendor type, inject quiz logic using Dialogflow's fulfillment and send completion certificates via Twilio SMS. I've built similar voice automation for a logistics client onboarding 200+ drivers per week with 97% call completion. Let's schedule a 20-minute technical call to review your API contracts and finalize the integration architecture before scoping timeline.

@naminghn

Hi there, I can develop the AI-driven IVR system you need to automate vendor onboarding completely. My experience with API integration and automation using platforms like Twilio and Dialogflow aligns well with your project requirements. I can ensure that the system guides users efficiently through document submission, account setup, and orientation. For the voice platform, I’m comfortable with Twilio, which allows for flexible integrations and real-time reporting. I can deliver call flow diagrams and prompt scripts in both English and Malayalam, along with UAT support to ensure we reach that 95% call-completion rate. Your satisfaction is my priority, and I guarantee that I will deliver you a high-quality result. Regards, Ali

@hassanmustafa01

Hello. The hardest part of your AI IVR onboarding project is orchestrating a seamless, multilingual voice interaction that dynamically adapts to vendor inputs while securely handling document uploads and integrating with your CRM/ERP and messaging systems. I propose using Twilio Programmable Voice combined with AWS Lambda for backend logic and S3 for secure document storage, matching your REST API and storage requirements. My approach: 1. Deliver detailed call flow diagrams and prompt scripts in English and Malayalam for your review. 2. Develop and deploy the IVR in your test environment, ensuring voice and keypad input recognition with dynamic prompts. 3. Implement integration with your CRM/ERP and messaging APIs, including secure document upload confirmation workflows. 4. Support UAT to reach 95% call completion and provide a full handover session with your tech team. I recently built a multilingual IVR for a logistics client that automated onboarding and training, achieving 92% call completion in pilot testing. I also integrated Twilio with CRM and secure cloud storage for document handling in a finance onboarding project. Please share your API docs or a staging environment to start the call flow design. Best