AI Integration Proposal
For United City Yachts
Prepared by Jude Horak, Full Stack Developer
Canada's Yacht Sales Network
×
Everyday
Software
Transforming Businesses with AI
April 29, 2025
For United City Yachts
Prepared by Jude Horak, Full Stack Developer
Canada's Yacht Sales Network
Transforming Businesses with AI
April 29, 2025
Overview of the proposal and key benefits
Analysis of United City Yachts' current challenges
Web AI Agent and Phone AI Agent with technical details
Project phases and milestone deliverables
Comprehensive cost breakdown and payment terms
Our experience and expertise
Hey Andre,
Thanks for taking the time to chat with me about how we can level up United City Yachts' customer experience with some cutting-edge AI solutions. After our conversation and diving deep into your website, I'm stoked about the potential to transform how you interact with yacht buyers and sellers.
In this proposal, I'm outlining a comprehensive solution that will:
Transform your clunky phone system into a conversational AI assistant that understands customer needs immediately
Embed an intelligent chat agent on your homepage that helps visitors find their dream yacht 24/7
Capture leads automatically and create tasks for your brokers without manual data entry
Intelligently route calls to the right broker based on your website's listing information
With my solution, you'll be able to move from manual processing to automated customer engagement, giving your team more time to focus on what they do best—selling yachts. Plus, your customers will get faster, more personalized service at any time of day.
The bottom line? This AI implementation will save your team countless hours of repetitive work while delivering a premium experience to your clients, ultimately helping you sell more yachts and grow your business.
Based on our conversation and my research of your operations, I've identified several key challenges that United City Yachts is currently facing:
Currently, when inquiries come in about your listed yachts, they go into a general pool and must be manually distributed to the appropriate broker based on territory.
"When we get a Now, when we get an inquiry on one of our boats for sale, it has to go into a pot and then it has to be manually, handed out to the correct broker in that territory." - Andre
Your team spends significant time answering the same basic questions on platforms like Facebook Marketplace, often just to confirm if boats are still available.
"We manually post those boats and then we have somebody who has to manually answer buyer inquiries. Right? Like over and over again. Hey, is this boat still for sale? Yes, it's still for sale." - Andre
Your current phone system uses a traditional, multi-step IVR that frustrates callers and creates a poor first impression.
"Right now we have just a standard annoying call and press one for this press two for that... by the time they've gone through that, the end users forgotten everything." - Andre
Customer information must be manually entered into your Zendesk CRM, creating extra work and potential for errors or missed opportunities.
"And then if they do want to see the vote, we have to get their name and phone number manually, enter it in the CRM." - Andre
During our conversation, you outlined a clear vision for how AI could transform your customer interactions:
"What I would like that, I would like to replace that with a chat with a, with a AI agent... I would like it to just say something like, You know, I'm your your up. I'm a, I am a lively opera assistant. What can I do to? How can I help you with your voting needs today?"
- Andre, on his vision for the web AI agent
"For the main phone line, what I want to do the application is specifically. I want it to say like, Hey how can I help you? Welcome home. Thanks for calling United to the outside. How can I help you? And And I want that AI agent to be smart enough... to entertain the client's information, enter it in Zendesk and then live transfer the phone call to the broker who has the listing."
- Andre, on his vision for the phone AI agent
Based on your requirements, I'm proposing a comprehensive AI integration that consists of two main components: a Web AI Agent and a Phone AI Agent. Both will seamlessly integrate with your existing systems while providing a vastly improved experience for your customers.
We'll implement a conversational AI assistant on your homepage where you currently have the "Find your boat" section. This intelligent chatbot will guide potential buyers through your inventory and help yacht sellers understand your services.
I'm looking for a yacht around 50 feet, ideally under $500,000.
I'd be happy to help you find a yacht in that range! We have several options including a Sea Ray 540 Cockpit Motor Yacht. Would you like to see some details about this model?
Yes, that sounds perfect!
Great! This Sea Ray 540 is listed at $449,000. It features 3 cabins, 2 bathrooms, and has only 800 engine hours. Would you like to schedule a viewing with broker Mark Webb who manages this listing?
The Web AI Agent will seamlessly integrate with your Zendesk CRM to automatically create and update customer records. Here's how:
We'll secure an API token from your Zendesk account with appropriate permissions for creating tickets and contacts.
The AI agent will be programmed to naturally collect customer name, email, phone number, and interest details during conversation.
Using the website scraping integration, the system will identify the correct broker based on listing information and territory.
We'll use Zendesk's REST API to create tickets with all relevant conversation data and assign them to the appropriate broker.
Complete conversation logs will be attached to Zendesk tickets for broker reference.
// Example API call to Zendesk
POST /api/v2/tickets.json
{
"ticket": {
"subject": "Interest in Sea Ray 540 Cockpit Motor Yacht",
"comment": { "body": "Customer expressed interest in viewing the Sea Ray 540." },
"requester": {
"name": "John Smith",
"email": "[email protected]",
"phone": "+1 555-123-4567"
},
"custom_fields": [
{ "id": 123, "value": "Sea Ray 540" },
{ "id": 456, "value": "Viewing Request" }
],
"assignee_id": 123456 // Broker ID
}
}
We'll replace your current multi-step IVR system with a conversational phone AI that can understand caller intent immediately and provide a much more pleasant experience. This system will be capable of handling common inquiries, routing calls to the right broker, and capturing lead information.
"Thank you for calling United City Yachts. How can I help with your yachting needs today?"
"I'm interested in the Sea Ray 540 Cockpit Motor Yacht I saw on your website."
"Great! I'd be happy to help you with that yacht. May I have your name, phone number and email so our broker can assist you further?"
"Sure, I'm John Smith. My number is 555-123-4567 and my email is [email protected]."
"Thank you, John. I'll connect you with Mark Webb, who is the broker for this listing. One moment please..."
The Phone AI Agent will be built using Twilio's Voice API which provides excellent call quality and reliable transfer capabilities. Here's how the technical implementation will work:
We'll set up a Twilio number and configure your existing phone system to forward calls to it. This gives us a safety fallback - if anything goes wrong, you can simply disable the forwarding.
Twilio's Voice API will convert caller speech to text for processing by our AI engine.
We'll maintain a regularly updated database that maps yacht listings to broker contact information based on your website data.
Using Twilio's SIP REFER functionality, we'll implement a blind transfer that connects the caller directly to the appropriate broker.
All calls will be recorded (with appropriate notifications), transcribed, and logged into your Zendesk CRM for follow-up and quality assurance.
// Example Twilio TwiML for call transfer
<Response>
<Say>Thank you, John. I'll connect you with Mark Webb, who is the broker for this listing. One moment please...</Say>
<Dial callerId="+1555XXXXXXX">
<Number>+1555YYYYYYY</Number>
</Dial>
</Response>
We'll set up a dedicated Twilio account for United City Yachts with the following components:
| Item | Cost | Notes |
|---|---|---|
| Phone Number | $1.15/month | Clean local number that can be used as the forwarding target |
| Inbound Voice Calls | $0.0085/minute | For receiving calls to the AI agent |
| Outbound Voice Calls | $0.014/minute | For transferring to brokers |
| Speech Recognition | $0.02/15 seconds | For converting caller speech to text |
| Text-to-Speech | $0.00085/character | For AI responses to callers |
*All Twilio rates are based on current pricing as of April 2025 and subject to change. Typical monthly costs would be approximately $50-150 depending on call volume.
In addition to the AI agents, I'll build you a custom analytics dashboard that gives you complete visibility into how your AI agents are performing:
Call Volume Today
Lead Conversion Rate
Customer Satisfaction
Top Customer Inquiries
I move quickly and can deliver this solution within a 6-week timeframe. Here's how we'll break it down:
Kickoff meeting, system access setup, and detailed requirements gathering
Building and initial training of the web chat AI agent
Setting up the Twilio-based voice assistant
Completing all integrations and beginning testing
Building the performance monitoring system
Polishing, refining, and going live
As mentioned in our conversation, I can deliver a working MVP within 1-2 weeks. This would include:
| Component | Description | Amount |
|---|---|---|
| Web AI Agent | Development, knowledge base training, and Zendesk integration | $1,100 |
| Phone AI Agent | Twilio setup, voice AI development, and call transfer logic | $1,200 |
| Analytics Dashboard | Custom monitoring interface with reporting capabilities | $650 |
| Testing & Deployment | Comprehensive testing, bug fixing, and production deployment | $300 |
| Total Fixed Price: | $3,250 | |
After the initial 6-week development period and 30 days of included support:
$65 per hour
Billed only as needed for changes, enhancements, or troubleshooting
These services are billed directly to you and not included in my fees:
This solution will provide significant ROI through:
Eliminate hours of manual lead handling and data entry each week
Never miss a potential client with 24/7 automated response
Faster response times lead to better conversion rates
Professional, consistent service builds your brand reputation
Based on an estimated 500 calls per month averaging 3 minutes each:
| Service | Unit Price | Monthly Usage | Monthly Cost |
|---|---|---|---|
| Phone Number | $1.15/month | 1 number | $1.15 |
| Inbound Voice | $0.0085/minute | 1,500 minutes | $12.75 |
| Speech Recognition | $0.02/15 seconds | 6,000 units | $120.00 |
| Text-to-Speech | $0.00085/character | ~15,000 characters | $12.75 |
| Call Transfers | $0.014/minute | ~750 minutes | $10.50 |
| Estimated Monthly Total: | $157.15 | ||
*Actual costs will vary based on your call volume and interaction patterns. The system will be configured to optimize costs where possible.
Transforming Businesses with AI
At Everyday Software, I specialize in bringing cutting-edge AI and automation solutions to businesses that want to work smarter, not harder. After leaving West Point to pursue my passion for technology, I've dedicated my career to helping companies leverage AI to transform their operations.
As a full stack developer, I pride myself on being able to handle everything from front-end interfaces to back-end systems, creating cohesive solutions that solve real business problems. My approach is hands-on and results-driven—I focus on building practical tools that deliver immediate value.
My work with telecom companies, home buying services, and other businesses has given me deep experience in creating AI agents that can handle complex interactions while seamlessly integrating with existing business systems.
For Master Telecom, Florida
Built a comprehensive call analysis platform with sentiment tracking, topic detection, and performance metrics. Currently being evaluated by Verizon and Enterprise Car Rental.
For real estate agency
Created an AI chatbot that guides potential home buyers through property listings, answers questions, and schedules viewings with agents.
For multiple clients
Developed integrated voice AI systems that handle customer inquiries, route calls, and capture lead information for sales teams.
I work quickly and efficiently to deliver working solutions in weeks, not months.
Experience with both AI platforms and traditional development means I can solve complex integration challenges.
I focus on solutions that deliver real business value, not just impressive technology.
Let's modernize your customer interactions with AI and give your brokers more time to focus on what they do best—selling yachts.
Let me know if you have any questions or would like to schedule a follow-up call to discuss this proposal in more detail.