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Marcus Webb

CompletedHigh

Sep 15, 11:16 AM · 02:21 · +1 (312) 555-0167

AI summary

Marcus Webb from North Loop Goods called to discuss building an AI system to automate handling of order exceptions and supplier emails for their Shopify store. They have about 40 exceptions daily and want a small team of 1-2 developers with a budget under $20,000, aiming to start next month. A technical discovery call will be scheduled.

Next action
Schedule technical discovery call

Project requirements

Project
AI workflow automation for order and supplier email handling
Description
They want to build an AI system to handle order problems and supplier emails for their Shopify online store to save time.
Required skills
  • AI integration
  • Shopify
  • Email automation
Team size
1-2 developers
Timeline
Next month
Budget
Under $20,000

Caller

Name
Marcus Webb
Company
North Loop Goods
Phone
+1 (312) 555-0167

Transcript

  1. Sarah · 11:16:14 AM
    Hi, thanks for calling OptimaGeeks. I'm Sarah, our AI assistant. How can I help you today?
  2. Caller · 11:16:28 AM
    Hi. We run an online store and spend hours a day on order problems and emailing suppliers. Can AI handle that?
  3. Sarah · 11:16:42 AM
    Very likely, yes. That is the kind of workflow automation we build with agentic AI. What platform is the store on?
  4. Caller · 11:16:56 AM
    Shopify. And our suppliers mostly use email.
  5. Sarah · 11:17:10 AM
    Good, both are straightforward to integrate. Roughly how many orders or exceptions per day are we talking about?
  6. Caller · 11:17:24 AM
    Maybe forty exceptions a day. I would want one or two developers, nothing huge. Budget is under twenty thousand for a first phase.
  7. Sarah · 11:17:38 AM
    That is a reasonable scope for a first phase. When would you like to start?
  8. Caller · 11:17:52 AM
    Next month ideally. I am Marcus Webb, North Loop Goods, marcus at northloopgoods dot com.
  9. Sarah · 11:18:06 AM
    Thanks, Marcus. I've captured the requirements. Our engineering team will follow up to set up a technical discovery call.