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AI Agent & Sales Bot

AI Agent & Sales Bot
AI Agent & Sales Bot

Overview

AI sales agent for a roofing contractor: self-learning RAG, quotes, survey scheduling, proposed carts, and Stripe checkout in EN, VI, and ES.

The job

DEVO Roofing & General Contractors needed more than a FAQ chatbot. The assistant had to advise customers on materials, move them toward a purchase or a paid quote, schedule on-site roof surveys, and take payment, while staff stayed able to correct and train it.

What we built

  • Hybrid RAG knowledge over products, FAQs, crawled pages, and curated teachings, with vectors embedded automatically
  • Sales conversations on shingles, tools, delivery, member pricing, and coupons, in English, Vietnamese, and Spanish
  • Survey scheduling with quote and survey leads delivered to the admin
  • Commerce inside the chat: proposed cart cards, bill lines, editing, and full Stripe checkout
  • A correction loop: a thumbs-down enters a queue, staff write the fix, and it is promoted to AI Training
  • An operator console for settings, teachings, glossary imports, knowledge sources, quality, feedback, and chat logs

How it is built

Next.js and TypeScript, Prisma for data, hybrid search and an LLM for retrieval and answers, Stripe for payment.

Where it stands

In production as a private deployment wired into real commerce and survey workflows, so there is no public demo.

Screenshots

AI settings — Chat greeting

AI settings — Test chat

AI settings — Shop RAG corpus

AI settings — Related tools

AI Training

AI Training — New teaching

Knowledge sources

AI quality

Feedback queue

Chat logs

Chat session detail

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