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Unified Communication System Full Technical Specification Version: 3.0 Platform Stack Odoo 18 Enterprise [login to view URL] Twilio (Voice, SMS, WhatsApp) OpenAI 1. System Objective The objective is to build a unified communications platform integrating the following channels into a single system: WhatsApp messaging SMS messaging Phone calls AI assistants Staff extensions Company IVR system CRM contact management All communication must be centralized inside Odoo to ensure consistent record-keeping, automation, and analytics. 2. Core Requirements The organization already operates an existing mobile phone number. This number must: remain unchanged continue receiving normal calls support SMS support WhatsApp However, the telephony infrastructure will be implemented using Twilio. A Twilio EU phone number will be provisioned and used as the primary communications gateway. The existing mobile number will forward all incoming calls to the Twilio EU number, allowing Twilio to manage: IVR call routing call recording AI processing logging inside Odoo This approach allows the organization to retain its existing public number while routing communication through the unified system. 3. Technology Stack Layer Technology ERP Odoo 18 Enterprise Hosting [login to view URL] Telephony Twilio Voice SMS Twilio SMS WhatsApp Twilio WhatsApp AI OpenAI Middleware NodeJS + Python Database PostgreSQL (Odoo default) 4. System Architecture Client Communication Channels Phone calls WhatsApp messages SMS ↓ Twilio Communications Layer Twilio Voice (PBX + IVR) Twilio SMS Twilio WhatsApp ↓ Middleware Integration Layer ↓ Odoo 18 Discuss (communications hub) CRM Recruitment Service workflows Projects Contact database 5. Twilio Configuration The system will use a Twilio EU phone number as the central communications endpoint. The existing public mobile number will forward incoming calls to this Twilio number. Required Twilio services: Twilio Voice Twilio SMS Twilio WhatsApp Twilio Studio Twilio Webhooks Twilio will manage: IVR systems call routing SMS capture WhatsApp messaging call recording All communication events will then be forwarded to Odoo through middleware. 6. Call Flow (IVR) All incoming calls forwarded to the Twilio number must pass through an Interactive Voice Response (IVR) system. 7. Language Selection First prompt: Welcome. To continue in English press 1. Biex tkompli bil-Malti agħfas in-numru 2. Supported languages: English Maltese The selected language must remain active throughout the call. 8. Recording Notice After language selection: This call may be recorded for quality, training, and service purposes. Call recording begins after this notice. 9. Extension Dialling Prompt: If you know the extension number, please enter it now. Extensions use 3-digit format. Example mapping: Extension Staff 201 Staff Member 202 Staff Member 203 Staff Member 204 Staff Member 205 Staff Member 206 Staff Member Entering an extension must bypass the IVR menu and route directly to the selected user. 10. Department Routing Main menu example: Press 1 for Regulatory & Pharmaceutical Services Press 2 for Home Care Services Press 3 for Product Safety & Medical Queries The system must support adding additional departments in the future. 11. Submenus Each department may include additional routing options. Example structure: Department 1 Recruitment Regulatory Advisory Training / Academy Existing Clients Department 2 Home Care Enquiries Carer Recruitment Existing Clients Emergency Support Emergency routing must bypass queues. 12. Routing Options Each submenu may route to: staff extension department queue voicemail callback request Routing must be configurable inside Odoo or middleware. 13. After-Hours Behaviour If offices are closed: Our offices are currently closed. Options: 1 Leave voicemail 2 Request callback 3 Emergency support Emergency routing must connect to available on-call staff. 14. Call Logging Every call must automatically create an Odoo record. Captured fields: Field Description caller_number incoming phone number contact_id matched contact staff_member answering user call_duration seconds call_recording audio file transcript speech-to-text ai_summary AI generated summary call_category IVR selection 15. Call Recording Storage Call recordings must be stored as Odoo attachments. Flow: Twilio → middleware → Odoo attachment 16. Call Transcription Pipeline: Twilio recording created Middleware downloads audio Audio sent to OpenAI transcription Transcript stored in Odoo Note: Speech recognition for Maltese may be unreliable. Fallback procedure: store recording allow manual staff summary 17. AI Call Summary The AI system must generate a structured summary. Example: Client: Maria Borg Topic: Home care enquiry for elderly parent Needs: live-in carer night supervision Suggested action: Schedule evaluation visit. Staff must be able to edit and correct summaries. 18. WhatsApp Integration WhatsApp must be integrated using: Twilio WhatsApp API Messages must appear in: Odoo Discuss 19. WhatsApp Bot Flow Step 1 — Greeting Welcome to our official support chat. Step 2 — Service Selection Which services are you interested in? 1 Professional services 2 Home care services 3 Both 4 Not sure Step 3 — AI Conversation AI begins conversation after service selection. 20. Returning Client Detection Clients are identified using: phone number WhatsApp ID SMS number Example greeting: Hi John, welcome back. How can we help you today? 21. AI Context Retrieval The AI assistant may query the following Odoo modules: CRM Projects Recruitment Service workflows Message history Contact database However, data access must follow strict security rules. 22. AI Data Access Rules The AI agent must not access medical records or sensitive information by default. Initial AI interactions may only access: basic contact details service category communication history general CRM information Sensitive data such as: medical information health records protected personal data must only be accessible when the client is authenticated within the secure portal environment. Only after login and identity verification may the AI system access additional secure records. 23. New Contact Creation If a phone number is unknown, the system must request contact details before creating a profile. Required fields: First name Last name Email Company (optional) Contact type Example contact types: Patient Family member Carer Client Job applicant Other Only after this step: create Odoo contact create CRM lead 24. Human Escalation The AI must offer escalation. Example prompt: Would you like me to connect you to a member of our team? If accepted: conversation assigned in Odoo Discuss staff member notified. 25. Staff WhatsApp Numbers Individual staff numbers must not support WhatsApp messaging. If someone attempts to message a staff number: Automatic response: This number does not accept WhatsApp messages. Please contact our main communication channel. 26. SMS Handling SMS messages must: arrive via Twilio trigger a webhook to middleware be stored in Odoo appear in Odoo Discuss 27. AI Contact Classification AI should automatically classify contacts using tags such as: carer family member patient client recruitment applicant These tags must be stored as Odoo contact tags. 28. Security & Compliance The system must implement: GDPR consent logging audit logs role-based permissions restricted access to health-related information 29. Analytics Dashboard The system must track: calls received missed calls WhatsApp conversations AI-resolved interactions human escalations response times 30. Future Channels The architecture must support future integration with: Facebook Messenger Instagram Web chat 31. Deployment The system must be delivered as a single integrated solution combining telephony, messaging, AI, and Odoo workflows. 32. Developer Deliverables The development team must provide: Twilio configuration Odoo modules middleware services AI integration IVR recordings testing environment production deployment full technical documentation 33. Critical Constraint The existing public phone number must remain unchanged, while the system operates through a Twilio EU number receiving forwarded calls.
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Hi, this is Elias from Miami. I understand that your goal is to enhance your communication system within Odoo to create a seamless and unified experience across various channels. This upgrade will not only improve internal efficiency but also elevate customer interactions. To achieve this, I would leverage Odoo 18's capabilities, integrating Twilio for communication and implementing OpenAI for the chatbot functionality. My approach includes thorough API integration, ensuring that all components work harmoniously. I will focus on building a scalable and maintainable architecture that aligns with your business needs. As a senior engineer with over a decade of experience, I specialize in creating robust systems that are both scalable and user-friendly. My background in Python and Odoo development, combined with expertise in API integrations, positions me well to deliver the desired solution. Q1: What specific communication channels do you want to integrate with Odoo for this upgrade? Q2: Are there any existing workflows or systems that need to be considered during the integration? Q3: What metrics or KPIs will you use to measure the success of this communication upgrade? Regards.
€500 EUR trong 11 ngày
7,1
7,1

Hello Greetings, After reviewing your project description, I feel confident and excited to work on this project for you. But I have some crucial things and queries to clear out. Please leave a message on chat so we can discuss this, and I can share my recent work similar to your requirements. Thanks for your time! I look forward to hearing from you soon. Best Regards.
€750 EUR trong 8 ngày
6,8
6,8

As an experienced team of Web Developers with a profound expertise in Odoo, we are the perfect fit for your project. Specializing in languages such as Python and XML-RPC/API which are instrumental to Odoo development, we can easily provide you with a seamless omnichannel solution using Odoo Discuss that meets all your requirements. We also have extensive experience with modules, ensure bi-directional sync between WhatsApp and Odoo Discuss won't be a challenge. In addition to our Odoo specialization, our team is also well-versed in AI Chatbot development. Combining the power of Botpress and Dialogflow or OpenAI integration (depending on your choice), we'll make sure your chatbot not just greets customers but also effectively collect necessary data and clarify the context utilizing buttons/lists. We take pride in delivering top-quality work that is comprehensive and easy to use which aligns well with your vision of keeping everything local inside Odoo ecosystem. More importantly, we prioritize clear communication and timely delivery; ensuring you have the system in place within the estimated time frame. So why wait? Give us an opportunity to collaborate, let's transform those impressive plans into reality!
€400 EUR trong 1 ngày
6,1
6,1

Hi there, I’m excited about the opportunity to collaborate on your Omnichannel Odoo Communication Upgrade. With extensive experience in Odoo Development, specifically in integrating WhatsApp and AI chatbots, I'm confident I can deliver the robust, localized solution you're looking for. By leveraging Odoo Discuss as the unified inbox and ensuring seamless integration of the WhatsApp Business API along with AI capabilities, I can create an efficient communication system tailored to your needs. I understand the importance of keeping your operations local while ensuring a smooth transition for your team. My approach includes setting up a secure and functional AI chatbot for initial customer interactions, coupled with a streamlined escalation process. I recommend using well-rated, maintained modules from the Odoo Apps Store, and will ensure full compatibility with your Odoo version. To kick off this project, I propose a timeline of 6-10 weeks, encompassing setup, testing, and training. Could you please confirm the exact Odoo version and if you're using the Community or Enterprise edition? What specific Odoo version are you currently using, and can you confirm if it's Community or Enterprise? Best regards,
€610 EUR trong 5 ngày
6,2
6,2

With your deep dependency on Odoo for CRM and project management, my expertise in Odoo development is directly aligned to your Omnichannel Communication System upgrade. I’ve successfully customized the Odoo Discuss module to fit specific client needs before, and I believe we can do the same thing here - creating a robust, centralized communication hub that seamlessly integrates WhatsApp, SMS and social media platforms. One of my standout capabilities is employing an AI chatbot effectively in managing chat channels. For this project’s context detection/routing goals, I've harnessed the power of Dialogflow, Rasa, Botpress and OpenAI integration prior to ensure a nuanced understanding of user intent by making use of buttons/lists for quick responses collection. Finally, as a Full-Stack Developer with pronounced strengths in Python and AI, I bridge the gap between web applications and AI systems that imbibes automation capability in every conversation ensuring smooth migration from AI bot to human involvement. Feedbacks from past clients all resonate excellency and if given this opportunity, expect no less
€500 EUR trong 7 ngày
5,7
5,7

Hello, I’m excited about the opportunity to contribute to your project. With my expertise in Odoo development, Python, and API integrations including Meta WhatsApp Cloud API and AI chatbot systems, I can deliver a solution that aligns perfectly with your goals of creating a unified communication hub inside Odoo Discuss. I’ll tailor the work to your exact requirements, integrating WhatsApp bidirectional messaging, AI-driven conversation handling with OpenAI or similar LLM services, automated contact creation via Odoo RPC APIs, and omnichannel routing so WhatsApp, SMS, and social messaging flow seamlessly into Discuss. You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your existing workflow. Best regards, Juan
€500 EUR trong 3 ngày
5,9
5,9

Hi there, ★★★ Odoo / Python Expert ★★★ 4+ Years Experience ★★★ To integrate WhatsApp and AI chatbot with Odoo Discuss, i'll set up the WhatsApp Business API, customize Odoo Discuss, and implement the AI chatbot for initial handling. My approach will be: - Connect the WhatsApp Business API to Odoo for bidirectional messaging. - Customize Odoo Discuss to handle all incoming messages in one place. - Develop an AI chatbot to greet users and collect information. - Ensure seamless escalation from the bot to human agents. - Test the entire system to ensure smooth operation. What is the exact version of Odoo you are using? Looking forward to your response! Regards, Burhan Ahmad
€5.000 EUR trong 60 ngày
6,1
6,1

Hi client, I'm Denis Redzepovic, an experienced developer with expertise in AI Chatbot, Python, OpenAI and API Integration. I have worked extensively on diverse Python projects, ranging from backend development and automation to data processing and API integrations. My deep understanding of Python’s libraries and frameworks allows me to build efficient, scalable, and maintainable solutions. I pay close attention to code quality and performance to ensure your project runs flawlessly. With my solid experience, I’m confident I can deliver results that exceed your expectations. I focus on writing clean, maintainable, and scalable code because I know the difference between 99% and 100%. If you hire me, I’ll do my best until you’re completely satisfied with the result. Let’s discuss your project details so I can tailor the perfect Python solution for you. Thanks, Denis
€400 EUR trong 7 ngày
5,7
5,7

Hii there, I’m offering a 30 percent discount for this project and would be glad to assist you with upgrading your Odoo communication system to support a more efficient omnichannel experience. With strong experience in Odoo customization and system integration, I can enhance the platform to streamline communication across multiple channels while keeping everything organized within the Odoo environment. My approach will focus on improving how messages, notifications, and customer interactions are managed across channels, ensuring that communication flows smoothly and is properly synchronized within the system. I will carefully implement the necessary upgrades, optimize the configuration, and ensure the solution works reliably while maintaining the stability of your existing Odoo setup. I always focus on delivering clean, reliable work with attention to detail so the upgraded communication system improves efficiency and provides a better experience for both your team and customers. Clear communication and a structured workflow help me ensure the final result aligns perfectly with your project goals. Kind regards, Sohail Jamil
€250 EUR trong 1 ngày
6,0
6,0

Hello, I can build a local Odoo-centric omnichannel support system using Odoo Discuss as the unified inbox, integrating official WhatsApp Business Cloud API, SMS, and selected FB/IG channels, with an AI chatbot for greeting, data capture, routing, and seamless human handoff, plus full documentation, tested prototype, and post-go-live support.
€250 EUR trong 1 ngày
5,3
5,3

Hello, I can implement a fully integrated omnichannel communication setup in Odoo, with WhatsApp as the primary shared number, AI-driven greetings and data collection, and seamless escalation to human agents. All messages from WhatsApp, SMS, and Facebook/Instagram Messenger will sync bidirectionally to Odoo Discuss, accessible via web and mobile, maintaining unified inbox functionality without third-party chat apps. New contacts will auto-create in CRM, with context-aware routing from AI and full thread history preserved during escalation. Suggested tech stack: Odoo Enterprise/Community with native Discuss, official WhatsApp Cloud API or well-rated Odoo module (TechUltra/Acrux), Twilio for SMS, Meta integrations for FB/IG, and AI via Botpress/Dialogflow CX/OpenAI with webhooks for dynamic data retrieval. I will configure templates, interactive messages, notifications, read receipts, and GDPR-compliant opt-ins, plus provide detailed setup documentation, maintenance instructions, and a demo video. Timeline: 4–5 weeks from environment access to fully tested prototype and post-launch support. Thanks, Asif
€750 EUR trong 11 ngày
5,5
5,5

With more than a decade in this industry, I and my team at Avalon AI are your one-stop solution for your Omnichannel Odoo Communication Upgrade project. We specialize in ERP and CRM integrations (just like the one you're looking to achieve with Odoo and Twilio) alongside our advanced skills in incorporating AI into customer service workflows. From building smart n8n flows, efficient error handling, and powerful API integrations, we are perfectly positioned to ensure your unified communication system is well-implemented. I alone bring a wealth of experience in imperative technologies such as Odoo, OpenAI, Python which are precisely what this project requires. I have successfully completed similar projects that involved unifying diverse communication channels for recordkeeping, automation, and analytics purposes. Notably, I've proficiently merged Whatsapp Automation using Cloud API, OpenAI & Dialogflow in addition to deploying workflows using Docker and AWS amongst others.
€10.000 EUR trong 160 ngày
5,6
5,6

✔️hello✔️, I can develop a fully integrated Odoo omnichannel customer communication system using your shared WhatsApp number, SMS, and Facebook/Instagram Messenger, all routed into Odoo Discuss with bidirectional sync. I will implement an AI chatbot to handle initial greetings, data collection, and context clarification, with seamless escalation to human agents while ensuring each team member uses their individual Odoo login. The solution will include full CRM integration, context routing by personal/company/project, message templates, read receipts, and mobile push notifications via the official Odoo app, without requiring any standalone third-party chat apps. I will provide deployment, testing, and training so your team can confidently manage all client communications locally and securely—I would be happy to discuss your project in further details at your convenience. Best, Darren
€500 EUR trong 7 ngày
5,2
5,2

Hello I have thoroughly reviewed your project description and am confident in my ability to assist you in completing it successfully. I believe it would be highly beneficial to delve deeper into the specifics of the job to determine the most effective way forward. I am open to scheduling an interview at your convenience, and I genuinely appreciate the chance to collaborate with you on this project. Your response is eagerly anticipated, and I'm excited about the prospect of working together. Thank you for considering my proposal. Looking forward to your prompt reply! Best regards Rekha!!!
€750 EUR trong 7 ngày
5,3
5,3

Hi, As per my understanding: You want to build an Odoo-based omnichannel communication system where a single WhatsApp Business number acts as the main client contact point. All conversations should sync bidirectionally with Odoo Discuss, start with an AI chatbot for greeting, data collection, and context detection, then escalate to human agents when needed. The system should unify WhatsApp, SMS, and optionally Facebook/Instagram messages into the Discuss inbox while automatically creating contacts, linking conversations with CRM/projects, and allowing the team to respond via Odoo web or the official mobile app without using any external chat platforms. Implementation approach: I would start by reviewing your Odoo version and environment to select the most stable approach—using the native Odoo WhatsApp module (Enterprise) or a well-maintained omnichannel module for Community. Then I will integrate the WhatsApp Business Cloud API and configure full bidirectional sync with Odoo Discuss. Next, I will implement an AI chatbot (Botpress/Dialogflow/OpenAI) connected via webhooks to Odoo for contact creation, CRM linking, and context-based routing. Additional channels like SMS (Twilio) and Facebook/Instagram will be integrated into Discuss using reliable modules. Finally, I will configure agent workflows, escalation rules, testing, documentation, and provide post-deployment support.
€250 EUR trong 7 ngày
5,0
5,0

Creating a unified communication system inside Odoo Discuss with WhatsApp, SMS, and AI automation is a strong upgrade for client handling. I can implement a system where all conversations flow directly into Odoo while maintaining automation and human escalation. I am a developer experienced in API integrations, Python based systems, and AI driven automation. I can integrate the WhatsApp Business Cloud API with Odoo Discuss, configure bidirectional messaging, and build an AI chatbot layer that collects client details, creates contacts or leads, and routes conversations to the correct team. I can also integrate SMS and Messenger channels so all communication appears inside the same Discuss inbox. The solution will keep everything within the Odoo ecosystem, support agent assignment, and log conversations with CRM contacts and projects. One question. Are you currently running Odoo Enterprise or Community and which version is installed so I can recommend the best modules? Looking forward to discussing the implementation. Verma
€500 EUR trong 7 ngày
5,3
5,3

Unifying WhatsApp, SMS, and Facebook/Instagram Messenger directly inside Odoo Discuss—without bolting on a standalone chat app—is exactly the kind of integration I specialize in. I've built omnichannel Odoo systems using the native WhatsApp connector, Odoo's SMS module, and proven third-party Discuss modules for Meta Messenger channels, all routing through a single shared business number so clients only ever see your company profile. For your AI layer, I'll wire up an OpenAI-powered bot that handles initial inquiries, auto-creates contacts/leads in CRM, and escalates to the right team member based on context (personal, company, or project). Each team member gets their own login with full conversation history via the Odoo mobile app. I can start immediately and am confident this lands well within your budget and timeline.
€250 EUR trong 1 ngày
5,0
5,0

Hi, I can build your Odoo-based omnichannel communication system integrating WhatsApp Business Cloud API, AI chatbot automation, and Odoo Discuss as the unified inbox. I have experience with Odoo customization, API integrations, and AI workflows, and can deliver a scalable solution with CRM sync, multi-channel messaging, and full documentation. Best regards, Shakila Naz
€250 EUR trong 7 ngày
5,2
5,2

Hello, I’m very interested in this project annd I believe I’m a strong fit for it. I have 7+ years of experience in Python, Machine Learning, and Data Science, along with solid experience working with API integrations, chatbot development, and automation systems. Your requirement for an Odoo based omnichannel communication system with WhatsApp integration, AI chatbot, and Discuss synchronization aligns well with my technical background.I’m confident I can help build a stable, scalable, and fully integrated solution that keeps all communication centralized inside Odoo Discuss while supporting AI-based automation and smooth human escalation. I would be happy to discuss the Odoo version, hosting setup, and AI platform preferences so we can plan the implementation effectively. Looking forward to working with you. Best regards, Rojan.U
€400 EUR trong 7 ngày
4,8
4,8

Hello Dear, I’m Engineer Toriqul Islam, a CSE graduate from Rajshahi University of Engineering & Technology (RUET) and a full-stack developer with 10+ years of experience. I specialize in PHP, Laravel, API integrations, CRM systems, and automation solutions, including WhatsApp Cloud API, chatbot workflows, and Odoo-based integrations. I reviewed your Odoo omnichannel communication project. Integrating WhatsApp Cloud API with Odoo Discuss, AI chatbot automation, CRM contact creation, and unified messaging (SMS/Messenger/Instagram) aligns strongly with my experience in API integrations, automation, and scalable backend systems. Why choose me? ✔ 10+ years full-stack development experience ✔ Strong API & CRM integration expertise ✔ Clean, scalable, documented code ✔ Fast communication and reliable delivery ✔ Client satisfaction is my priority You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam.
€250 EUR trong 7 ngày
4,8
4,8

Qawra, Malta
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