The pre-project survey is a mandatory stage before the industrial implementation of the 'AI Seller' system. Based on the results of the survey, technical specifications, target architecture of the solution, and an accurate cost assessment for implementation are formed.

The survey is conducted by a team of analysts and engineers in collaboration with key specialists from the client: sales department heads, lead managers, knowledge base specialists, IT service, and CRM/messenger administrators.

Duration: from 2 to 4 weeks (depends on the scale of the enterprise, number of communication channels, and complexity of communication scenarios)

What is included

1. Audit of current business processes

• Study of the existing process for handling incoming leads (channels, response time, conversion)
• Identification of decision-making points and areas of responsibility (managers, bots, scripts)
• Analysis of the current workload on managers handling inquiries 24/7
• Assessment of the volume and types of incoming requests (frequently asked questions, products, services)
• Identification of bottlenecks and time losses (unanswered messages, low response speed)

2. Working with key specialists

• Interviews with the sales department head (SDH) and lead managers
• Interviews with IT specialists and CRM administrators (Bitrix24, AMO CRM, website)
• Interviews with methodologists (who writes scripts, knowledge bases, prompts)
• Gathering requirements and expectations from the system (which channels to connect, is escalation to a manager needed)

3. Data and systems analysis

• Definition of data formats and communication channels (messengers: Telegram, WhatsApp, VKontakte; platforms: Avito; website, chatbots)
• Inventory of used systems (CRM, website, knowledge bases, ticket systems)
• Preliminary analysis of accounting and related systems (sales funnel, history of correspondence)
• Assessment of the quality and completeness of the existing knowledge base (products, services, instructions, frequently asked questions)
• Analysis of historical data on inquiries, conversion, reasons for lead loss

4. IT infrastructure analysis

• Assessment of server capacities for local deployment of the system
• Analysis of network infrastructure and API requirements (integration with messengers, CRM)
• Assessment of readiness for integration with CRM (Bitrix24, AMO CRM), website, messengers
• Definition of hardware and database requirements

5. Formation of target architecture

• Designing the target interaction scheme of AI Seller with existing systems (messengers, CRM, website)
• Definition of module composition and system configuration
• Recommendation on the choice of product version (Basic, Standard, Professional)
• Definition of implementation stages (pilot channel, scaling to all platforms)

6. Preparation and approval of technical specifications

• Formation of functional requirements (prompts, scenarios, integrations)
• Description of system usage scenarios (communication with the client, creating a lead/deal, connecting a manager)
• Definition of acceptance criteria (accuracy of responses, speed, escalation percentage)
• Approval of technical specifications with the client

7. Cost assessment for implementation

• Formation of a detailed work plan for implementation
• Assessment of labor intensity and timelines for each stage (agent setup, integrations, training)
• Calculation of the final cost of industrial implementation
• Formation of a commercial proposal

Survey Results

As a result of the pre-project survey, the client receives:

• Survey Results Report — description of the current state of processes, identified problems, and recommendations
• Target Architecture of the Solution — interaction scheme of AI Seller with messengers, CRM, website, and other systems
• Technical Specifications for Implementation — approved document with functional requirements and acceptance criteria
• Recommendation on Product Version — justification for choosing the optimal version (Basic, Standard, Professional)
• Implementation Timeline — stages, deadlines, responsible parties
• Commercial Proposal for Implementation — detailed cost assessment for industrial implementation

Procedure