Executive Summary
Thank you for the opportunity to help optimize ROSI, your luxury jewelry sales concierge chatbot. After reviewing your current setup, we've identified critical issues with intent routing, product recommendations, and customer data handling that are significantly impacting conversion rates.
At EverydaySoftware.xyz, we specialize in transforming chatbots into high-performance sales tools. Our proposal addresses your immediate concerns while also implementing advanced features to create a truly exceptional customer experience—one that matches RockHer's premium brand positioning.
For a fixed price of $3,250, we'll not only fix ROSI's current issues but enhance it with custom-built features including dynamic product carousels, intelligent conversation history, and seamless multi-platform integration. Our approach combines Voiceflow best practices with custom code solutions to create a responsive, intuitive chatbot that drives real business results.
Project Understanding
About RockHer
RockHer Haute Jewels is a luxury engagement ring and diamond brand specializing in made-to-order jewelry. Each ring is crafted around the center diamond the customer selects (or vice versa). ROSI must function as a high-touch sales concierge, not just an FAQ assistant, guiding users toward purchase and maintaining continuity across platforms.
Current Capabilities
- Access to 500,000+ diamonds via API
- Access to Shopify products (jewelry) in KB
- Order status checking on Shopify
- Q&A data from Airtable
- Connects to ManyChat for WhatsApp, Instagram, and Facebook
Current Challenges
- Incorrect intent detection and routing
- Hallucinating diamonds instead of checking inventory
- Providing random/incorrect product links
- Faulty name and email capture
- Disconnected Klaviyo integration
- Limited cross-platform user recognition
Critical Issues Identified
1. Intent-Based Routing Logic - CRITICAL
The current flow routing is broken. ROSI fails to properly detect user intent and route conversations to the appropriate specialized flows.
(Fails to route to Product Recommender)
We'll reconstruct the intent detection system to correctly identify and route based on diamond specs, product categories, order inquiries, or general questions.
2. Name & Email Capture Logic
Current name/email capture system is faulty, with responses like "show me a diamond" being saved as customer names. We'll implement proper validation rules and integrate with Klaviyo for profile creation and tagging.
Enhanced Validation Will Include:
- Name validation: reject numbers or phrases with verbs
- Email validation: must contain @ and proper domain format
- Klaviyo matching for existing customers
- Automatic profile creation and intent tagging for new leads
3. Diamond Recommender Flow
The diamond search system is inconsistent, sometimes returning actual diamonds but other times only showing category links, which dramatically reduces conversions.
(Should show actual diamond product links)
We'll overhaul this flow to consistently pull from your 500,000+ diamond database and always return specific diamond product links that match customer criteria.
4. Product Recommender Flow
Similar to the diamond recommender, this flow pulls from the Voiceflow KB but frequently returns hallucinated items or nothing at all. We'll ensure it consistently returns actual products with accurate details and links.
5. Klaviyo Integration
The previously working Klaviyo connection needs to be restored via Make.com. This is critical for capturing leads, sending follow-up emails, and tracking customer journeys across touchpoints.
Our Solution Approach
Immediate Fixes (Phase 1)
Restructuring Intent-Based Routing
We'll rebuild the core decision tree with enhanced NLU (Natural Language Understanding) prompts to accurately categorize user intent into four main paths:
Diamond Recommender
Triggers when users mention diamond specifications, shapes, sizes, certification, or budget constraints.
Product Recommender
Activates when users express interest in rings or other jewelry items without focusing on the diamond.
Order Status
Only triggers when a 4-digit number is entered with clear intent to check an order status.
Knowledge Base
Default flow for general questions about products, policies, or company information.
Example visualization of the updated intent detection flow (Will be customized for your specific needs)
Implementing Data Validation & Klaviyo Integration
We'll create robust validation rules for customer data and restore the Klaviyo connection via Make.com:
- Implement regex-based validation for name and email fields
- Create error handling flows with friendly correction prompts
- Rebuild the Make.com scenario to connect with Klaviyo
- Set up automatic tagging based on customer intent and behavior
- Configure welcome flow triggers for new contacts
Revamping Product & Diamond Recommender Flows
We'll rebuild both recommendation engines to consistently deliver actual products:
Diamond API Optimization
Restructure API calls to your database to ensure consistent results and implement fallback logic for "close match" scenarios.
Knowledge Base Enhancement
Refine product retrieval from Voiceflow KB with improved matching algorithms for SKUs, shapes, and categories.
Custom Dynamic Product Carousel
We'll implement a special dynamic carousel system that displays each product as an individual card in the chat flow:
1.5ct Round Diamond
Excellent Cut
$8,500
1.42ct Round Diamond
VS1 Clarity
$7,900
1.53ct Round Diamond
F Color
$9,100
Order Status Flow Optimization
We'll create a more secure and accurate order status system:
- Implement specific triggers that only activate for 4-digit numbers in relevant context
- Add email verification before displaying sensitive order details
- Create mapping between Shopify status codes and customer-friendly messaging
- Add follow-up options for customers based on order status
Enhanced Features (Phase 2)
Ring + Diamond Combo Recommendations
We'll integrate with your in-progress URL logic to display pre-paired rings and diamonds, creating a seamless shopping experience:
- Detect when a user has selected either a ring or diamond
- Suggest complementary pairings based on style, budget, and compatibility
- Present options in an intuitive, visual format
- Guide users through the complete selection process
Intelligent Chat History System
We'll create a robust solution for storing and utilizing conversation history:
Custom Server Solution
We'll create a dedicated server to process and store conversation history more effectively than the current Airtable system.
Cross-Platform Recognition
Enable ROSI to recognize returning customers across WhatsApp, Instagram, and web platforms for continuity.
Cart Awareness & Follow-Up
We'll implement a system to track abandoned carts and provide personalized follow-up:
- Integrate with Klaviyo abandoned cart emails to maintain context when users return
- Enable ROSI to access cart contents when available
- Create intelligent resumption flows that pick up where customers left off
- Build outbound SMS and email contact flows based on chat history
Thailand Expansion Support
We'll build the foundation for your Thailand expansion:
- Create separate Knowledge Base framework for Thailand-specific information
- Implement language detection and translation support
- Establish separate but parallel flows for Thailand operations
- Design the system for easy localization of product categories and pricing
Product Image Recognition
As an enhancement, we'll implement image recognition capabilities so ROSI can identify products when customers send photos, creating a more intuitive shopping experience.
Implementation Plan & Timeline
Week 1: Discovery & Analysis
- Comprehensive audit of current Voiceflow setup
- Review API connections and data flow
- Analyze conversation logs to identify failure points
- Document schematic mapping requirements
- Finalize technical specifications
Deliverable: Detailed technical specifications document
Week 2: Core Restructuring
- Rebuild intent detection system
- Implement data validation rules
- Restore Klaviyo integration via Make.com
- Reconstruct Diamond Recommender flow
Deliverable: Working prototype with core fixes implemented
Week 3: Enhanced Features Development
- Develop custom dynamic product carousel
- Implement intelligent chat history system
- Build Ring + Diamond combo recommendation logic
- Create server-side components for advanced features
Deliverable: Enhanced features integrated into development environment
Week 4: Testing & Optimization
- Comprehensive testing across all platforms
- Fine-tune prompts to reduce hallucinations
- Optimize API calls for better performance
- Test edge cases and implement fallbacks
Deliverable: Fully tested system ready for deployment
Week 5: Deployment & Training
- Deploy to production environment
- Provide comprehensive documentation
- Conduct training session for your team
- Establish monitoring and analytics
- Begin 30-day support period
Deliverable: Live system with documentation and training completed
Investment
Complete Package
All essential fixes and enhanced features
$3,250
One-time fixed price covering all work described in this proposal.
What's Included:
- Complete Schematic Restructuring - Rebuilt intent detection and flow routing
- Data Validation & Klaviyo Integration - Proper customer data handling
- Diamond & Product Recommender Overhaul - Ensuring real product recommendations
- Custom Dynamic Product Carousel - Enhanced presentation of products
- Intelligent Chat History System - Custom server for better conversation management
- Cart Awareness & Follow-Up Flows - Improved conversion from abandoned carts
- Thailand Expansion Framework - Foundation for international growth
- Product Image Recognition - Ability to identify products from photos
- Comprehensive Documentation & Training - Ensure your team can maintain the system
- 30 Days of Post-Launch Support - Assistance with any issues after deployment
Payment Terms:
- 50% ($1,625) due upfront to begin work
- 25% ($812.50) due upon completion of core restructuring (Week 2)
- 25% ($812.50) due upon final deployment
Why Choose EverydaySoftware.xyz
AI & Automation Specialists
We've built AI solutions for dozens of businesses across industries, with particular expertise in customer-facing AI systems.
Custom Development
Unlike most Voiceflow consultants, we can build custom code solutions when the platform's native capabilities aren't enough.
Premium Brand Experience
We understand how to create AI experiences that align with luxury brands and high-value purchase decisions.
Our Recent Projects
ai.masterstelecom.com
Built a sophisticated AI assistant for telecom sales and support, handling complex customer inquiries and technical troubleshooting.
Technologies: Voiceflow, Custom API Integration, WhatsApp Business API
chipstergolf.com
Created an AI golf coach that analyzes swing videos and provides personalized feedback and improvement suggestions.
Technologies: Computer Vision AI, Custom Backend, Voiceflow
benbetter.ai
Developed an AI wellness assistant that provides personalized health recommendations and tracks user progress.
Technologies: Multi-Modal AI, Custom Data Processing, Voiceflow
helpstar.ai
Built a customer service AI that handles multi-step workflows and integrates with complex enterprise systems.
Technologies: Enterprise API Integration, Custom Backend, Voiceflow
What Our Clients Say
"Jude is truly outstanding in AI Development! His professionalism, attention to detail, and code expertise are top-notch. His experience in health care systems development is very valuable."
Salvador Leo Cevallos, M.D., FAPA
StillPoint Psychiatry
"Jude is great to work with. His knowledge and attention to detail far exceeded my expectations. This Guy's super smart he's a West Point guy military guy that's super smart guy. Can't go wrong using him."
James Fogal
VP of Corporate Sales, Citywide Alarms
Next Steps
Ready to Transform ROSI?
Here's how we can proceed:
- Review this proposal and reach out with any questions or adjustments.
- Sign the agreement and submit the initial 50% payment to secure your spot in our project queue.
- Schedule a kickoff meeting where we'll dig deeper into your specific requirements and finalize the project plan.
- Begin the transformation of ROSI into a high-performance sales assistant for your luxury jewelry business.
Ready to get started? Contact me directly:
jude@everydaysoftware.xyz
+1 (779) 703-2166
Schedule a Meeting