Case Study · AI Automation Development
WhatsApp, Telegram, AI task assignment & smart invoicing — one unified suite.
Automating communication, intelligently assigning tasks, and surfacing real-time business intelligence across an entire operation.
Industry
AI Automation Development
Outcome
70% reduction in manual task assignment time
Stack
Node.js · React · Python
Engagement
End-to-end
01 — Client Overview
The client.
The client managed multiple teams using manual processes – task assignment by managers, invoice follow-ups via email, scattered client communication across WhatsApp/Telegram, and no visibility into employee workload. They needed a unified system that automates communication, intelligently assigns tasks, and provides real-time business intelligence.
02 — Business Challenges
- ✕Manual task assignment by managers
- ✕Invoice follow-ups handled via email
- ✕Scattered client communication across WhatsApp/Telegram
- ✕No visibility into employee workload
- ✕No unified system for operations
03 — Project Goals
- ✓Automate communication across channels
- ✓Intelligently assign tasks based on workload & skills
- ✓Automate invoicing and payment reminders
- ✓Provide real-time business intelligence
- ✓Centralize client and lead management
04 — Solution Overview
How we built it.
We built a unified AI automation suite covering messaging, task assignment, invoicing, lead scoring, and live business intelligence.
05 — System Architecture
End-to-end flow.
Backend: Node.js + Python (AI models)
↓
Frontend: React + Tailwind
↓
Messaging: WhatsApp Business API, Telegram Bot API
↓
Payments: Stripe
↓
Database: PostgreSQL with vector memory
↓
Real-time: WebSockets + Redis
06 — Core Features
What it does.
●WhatsApp & Telegram Integration – Invoices sent automatically via WhatsApp, task notifications to employees on Telegram, lead follow-up reminders, and two-way communication logging.
●AI Task Assignment – System automatically assigns tasks based on employee workload, skills, past performance, and availability. Zero manual intervention.
●Stripe Invoicing + Auto-Send – Invoices generated and sent automatically. Real-time payment status. Auto reminders for pending/overdue invoices via WhatsApp/Telegram.
●Client Management – Centralized client records with complete history. Any employee can view full client history.
●Leads Management with AI Score – Each lead gets AI score (0-100%) based on source, interaction, budget. High-score leads prioritized and assigned to best employee.
●Employee Monitoring & Task Load – Dashboard shows each employee's current tasks, monthly completed, availability score.
●Real-time Dashboard – 6 KPI cards (Active clients, MRR, open leads, pending invoices, active tasks, employees online). Revenue trend chart (6 months). Live alerts section.
●AI Client Memory – System remembers complete history of each client. AI suggests upsells.
07 — Technology Stack
Under the hood.
Backend
Node.js
Python
Frontend
React
Tailwind
Messaging
WhatsApp Business API
Telegram Bot API
Payments
Stripe
Database
PostgreSQL
Vector memory
Real-time
WebSockets
Redis
08 — Business Impact
Measurable results.
−70%
Manual task assignment time
40%
Faster invoice payments
85%
Leads followed up <5 min
20%
Better task distribution
−30%
Flight delay impact (logistics)
Talk to us
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