MASOUD BAHRAMIPRODUCT / FULL-STACK / AUTOMATION
CASE / 027AI sales operations

FREELANCE AGENTFreelance Agent

Designed and operated an AI sales system connecting opportunity discovery with request assessment, contextual customer conversations, CRM records and follow-up. Conversation history, customer status and pricing rules remain available throughout the workflow, while the person running sales can review replies, follow next actions and take over customer communication.

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My responsibilityWorkflow design, development and system operation
StatusDeployed private system
AccessPrivate sales-operations tool
ProductConnected opportunities, conversations, CRM and follow-up
Product workflow diagramFREELANCE AGENT
01Find and assess opportunities
02Converse with customer context
03Record status and decisions
04Follow up with human oversight
WORKFLOW

A functional map showing the main parts of the product.

Starting pointOpportunity discovery and assessment
ConversationsCustomer context and service rules
ManagementCRM, status and next actions
OversightHuman review and conversation takeover
PRODUCT WORKFLOW

The product workflow

  1. 01 / 04

    Find and assess opportunities

    Requests are assessed against the offered services to identify relevant opportunities.

  2. 02 / 04

    Converse with customer context

    Conversation history, customer needs and service rules inform replies and next-step assessment.

  3. 03 / 04

    Record status and decisions

    Communication history, customer stage and the next action are retained in the CRM.

  4. 04 / 04

    Follow up with human oversight

    The sales operator reviews progress, makes decisions and takes over the conversation when needed.

SCOPE & DESIGN

Scope and key decisions

  1. 01

    Sales as a connected process

    The system needed to connect opportunity discovery with communication and follow-up. I designed it so the initial request, assessment, conversation and customer status belong to one process, giving the operator a history-informed view of each opportunity.

  2. 02

    Models within the sales context

    Models work with conversation history, service rules and pricing context. I built the model-integration layer, persistent workflow state, communication-channel connections and CRM so replies remain grounded in the individual customer's context.

  3. 03

    Visible to the person running sales

    Conversation review, customer stages, next actions and human takeover are part of the product. My responsibility covers process design, connected-service development, deployment and operation of the private system.

PRODUCT COMPONENTS

Product components

  1. 01Relevant-opportunity discovery and assessment
  2. 02Contextual conversations informed by service rules
  3. 03CRM, customer stages and next actions
  4. 04Review, follow-up and human takeover
  5. 05Connected services, persistent state and operation

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Describe the problem and scope so we can work out how to design and build it.

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