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Voice AI Appointment Setter

Goal

Free up time and drive revenue by turning missed calls into booked appointments, capturing new leads, and enhancing client satisfaction — all while runing seamlessly out-of-hours or 24/7. Powered by a revolutionary, fully automated, voice-enabled AI tech. AI agent should be trained to take, handle and summarise inbound calls, enrich CRM with new leads and book appointments directly into calendar.

Role

As the lead developer, I oversaw the design, implementation, and execution of the entire project. From solution architecture to workflow automation and integration, ensuring a seamless and efficient voice AI appointment-setting capability.

  • Solution architecture. Designed, planned and executed the integration of AI, calendar systems, and CRM workflows, ensuring seamless communication between all components.
  • Voice and text communication systems. Integrated voice interactions and SMS follow-ups, ensuring a smooth caller experience from start to finish.
  • Optimisation. Built Python-based workflows to process info and optimize data pipeline.
  • Data quality and UX. Extended Voice AI system with custom PHP scripts to create a robust and user-friendly workflow.
  • Lead data capture and CRM updates. Automated workflows to handle real-time data synchronization between Voice AI system and the CRM, eliminating manual intervention.

Capability

  • Capture missed opportunities: The Voice AI assistant replaces voicemail, ensuring no lead or client is missed. It handles calls out-of-hours or 24/7, converting missed calls into actionable appointments. By automating lead capture, it reduces the risk of lost revenue while providing a consistent experience.
  • Automate appointment booking: Using integrated tools like Google Calendar and voice processor, the AI agent checks real-time availability, suggests alternative slots, and books appointments on the spot. This saves businesses hours of administrative time weekly and ensures seamless scheduling for both clients and staff.
  • Enhance client interactions: For new leads, the assistant accurately captures essential information (name, email, company), ensuring data accuracy and CRM updates. For returning clients, it provides a personalized experience by addressing them by name and leveraging stored CRM details.
  • Streamline data workflows: Captured caller details, call summaries, and booking information are logged directly into the CRM. This eliminates manual data entry and ensures that all lead and client information is up-to-date and actionable.
  • Drive measurable results: By automating call handling and appointment setting, the assistant boosts lead conversion rates, saves businesses up to 10+ hours a week in administrative work, and ensures 100% coverage of client inquiries during and outside office hours.

Tech Stack

  • Voice Processing layer: Voice processing providers
  • AI layer: AI provider
  • Scheduling layer: Google Calendar
  • CRM layer: CRM provider
  • Comms layer: Comms provider
  • Automation layer: Workflow providers
  • Other Integrations: PHP, Python

Year

2024

Filed Under: Apps & Websites

Mental Health Website

Goal

Build a landing page + sign-up page website to promote mental health.

Role

I was lead developer.

Skills

CSS3, HTML5, PHP, JavaScript, Web design, Responsive Design, Web Development, WordPress, Landing page

Capability

Interactive landing page ; Sign-up page ; Business email setup ; Policy pages (privacy, cookies) ; Social media integration (youtube) ; Forms (2x GDPR forms) ; Anti-spam measures ; Google analytics.

Landing page

Sign-up page

Year

2021

Filed Under: Apps & Websites

Django App

Goal

Provide a platform for resource and growth planning, booking time against projects, requesting and managing leave. Drive “one version of the truth” in technology consultancy firm’s internal and external reporting.

Role

I developed and tested new functionality to unlock:

  • input data consistency,
  • input data validation,
  • data aggregation,
  • enhanced error messaging + dynamic guidance for better user experience.

Capability

An in-house built “iTracR” serves as a project management app and beyond. Some of the features:

  • Company employees can view assigned projects and log hours worked on them.
  • A place to request and manage all types of leaves ; to review and approve received invoices.
  • Robust reporting system: real-time project information and project deliverables monitoring
  • Task tracking and collaboration: tasks marked as complete and issued for sign-off or await sign-off
  • Tailored access levels for different users to cover various organizational needs.

Skills

Python (Django) ; JavaScript ; HTML ; CSS ; PyTest ; Jira ; Bitbucket.

Year

2023

Filed Under: Apps & Websites

CRUD Operations

Goal

Enable local church community to self-manage rotas for a smooth mass service.

Role

I developed a CRUD app to handle create-read-update-delete operations on a community website.

Capability

A web app featuring:

  • functionality to create – read – update – delete rotas info
  • permissions

Skills

PHP, HTML5, CSS3, JavaScript

Year

2020

Filed Under: Apps & Websites, Data Engineering & BI

Quantifying Compliance in the FTSE 100 Company

Goal

Develop a platform for gauging data BMS compliance across the company’s data landscape (1000+ of data nodes and 5000+ of data flows between them) in real time. Establish, centralise and create organisation-wide transparency by enabling the business to continuously manage the data about data (eg. information on data ownership, business purpose, data related obligations, state of their data controls, state of their data quality). Also, identify and profile data related risks, drive remedial actions.

Role

  • I have led the development of key components within the compliance apps ecosystem, which powers the creation, measurement, and automation of data management standards compliance for the UK’s electricity system operator, National Grid ESO.
  • I proposed and implemented various automated workflows (e.g., QuickBase native API, Python API, Power BI UI) to identify gaps, track progress, report findings, and initiate personalized remedial actions across over 60 business teams.
  • I translated the standards into more than 30 custom-coded KPIs, including procedures for strengthening data controls across thousands of the company’s critical and operationally critical data nodes and flows using the QuickBase native API.
  • I simplified and streamlined the user experience (UX) and user interface (UI) of the National Grid ESO’s “Data Management Library” app to ensure it aligns seamlessly with evolving business needs.
  • Despite a 2x reduction in my team’s headcount, my achievements were crucial in maintaining and improving our team’s service levels (annual NPS score up from 53 to 65).

Capability

The main app in the ecosystem – the National Grid ESO “Data Management Library” (DML) featuring:

  • 30+ live custom coded KPIs measuring compliance against
  • Data BMS standards in
  • 65 business teams owning
  • 1000+ data nodes and
  • 5000+ data flows

Skills

QuickBase native API, Python Pandas, Python Selenium, Power BI, HTML5, SQL.

Year

2021

Filed Under: Apps & Websites, Data Engineering & BI

e-Commerce Website

Goal

Build a functional Shopify store using the latest ‘online store 2.0’ platform, tools and best practices.

Role

I was lead developer.

Tech Stack

CSS3, HTML5, Liquid (ruby based scripting language), Graphic Design, Web Design, Responsive Design, Web Development, Landing Page, Shopify, Ecommerce Website

Capability

Shopper-ready store featuring: Product pages ; custom coded interactive FAQ page ; Product collections ; Store chat ; Payment provider set up ; Pickup and local delivery set up ; Taxes set up ; Shipping settings set up.

Landing page

Product collections

Featured Products

Product page

Cart

Chat bot

FAQ page – customisable

Year

2020

Filed Under: Apps & Websites

Modernised Website

Goal

  1. Provide better user experience for website users;
  2. Boost client representation via improved web presence;
  3. Fix outdated web design, fix confusing information layout;
  4. Create a welcoming landing page;
  5. Provide a good fit for existing content in a new website.

Role

I was lead developer.

Skills

CSS3, HTML5, PHP, JavaScript, Website Redesign, WordPress, Graphic Design, Responsive Design, Web Development, Landing Page, Website, Genesis Framework

Capability

Proposed and implemented upgrades for better web presence: A well developed, secure WordPress pack (theme, plugins) ; New, vivid web design ; Improved information layout ; Welcoming landing page ; Optimised pictures, embedded media ; Security hardening (admin link alteration, plugin) ; Google analytics setup.

Year

2020

Filed Under: Apps & Websites

CONTACT

To get in touch, please fill out a contact form or give me a call at +44 7854 878 140.

 

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