Multi-Tier B2B Client Onboarding & Verification Engine
Under strict NDA: Engineered a high-security customer verification pipeline processing document OCR and automated risk checks for an overseas financial advisory.
Executive Brief & Context
Architecting Low-Latency Conversational Automation for High-Intent Inquiries
Under strict NDA: Engineered a high-security customer verification pipeline processing document OCR and automated risk checks for an overseas financial advisory.
Manual Inboxes & High Lead Decay
Manual fraud checks were delaying customer onboarding by up to 24 hours, introducing human error and operational bottlenecks.
Official Meta Cloud API Webhook Middleware
Built an automated document parsing and AML/KYC scoring engine with encrypted audit trails and zero data leakage.
Sub-5-Second Event Pipeline & Routing Engine
Customer Interaction
User submits enquiry on high-speed Next.js form.
Cloud Webhook Buffer
Sub-50ms event dispatched to Redis queue & FastAPI worker.
Lead Scoring & Routing
Round-robin routing matches lead with active sales agent.
Meta Cloud API Push
Interactive WhatsApp alert delivered to sales rep phone in <5s.
Automated Quote
Prospect receives instant branded confirmation and dynamic PDF.
PostgreSQL Sync
Full conversation history synced bi-directionally with database.
Enterprise-Grade Features & Infrastructure
Meta Official Cloud API Compliance
Built exclusively on verified Meta Cloud API architecture, guaranteeing enterprise green badge verification, zero risk of account bans, and unlimited throughput.
Sub-5-Second Webhook Event Engine
Incoming lead form submissions are captured, validated, and pushed directly to active sales reps' phones in under 5 seconds with sub-50ms queue latency.
Dynamic PDF Quote & Proposal Generator
Automatically renders customized, branded PDF estimates with line items and terms, dispatching them as native WhatsApp document attachments in under 30 seconds.
Multi-Agent Shared Collaborative Inbox
Enables multi-location sales teams to collaborate within a unified dashboard, reassign high-value prospects, and review full historical message timelines.
Automated SLA Escalation & Pings
If an assigned sales agent does not open or claim an inbound lead within 3 minutes, the middleware automatically re-routes the prospect to the regional supervisor.
Two-Way PostgreSQL & CRM Synchronization
Every interaction, status change, tag, and payment confirmation syncs seamlessly with the client's internal database with full audit logging and data integrity.
Technical Architecture & Delivery Matrix
100% Code OwnershipDeploy tailored conversational workflows for your commercial team.
Schedule a direct 30-minute scoping call with our technical leads in Pokhariput, Bhubaneswar. We map your CRM data flow, specify official Meta API endpoints, and quote fixed milestones.