Product Requirements Document (PRD) AI Property Outreach Calling Bot

1. Product Summary The AI Property Outreach Calling Bot is an automated voice‑calling system that reads contact data from an Excel sheet, uses the user’s mobile phone or VoIP line to place calls, and speaks naturally with property owners to ask whether they want to sell or rent their property. The bot can be trained continuously to improve tone, accuracy, objection handling, and conversation flow. --- 2. Core Objectives - Automate outbound calling for real‑estate lead generation. - Reduce manual calling time by 90%+. - Maintain natural, human‑like conversations. - Capture responses and update them back into Excel or CRM. - Allow continuous training and customization. --- 3. Key Features 3.1 Excel Data Integration - Import Excel (.xlsx, .csv) files. - Required columns: - Name - Phone Number - Property Type - Location - Notes (optional) - Validate phone numbers before calling. - Mark call status: Not Answered, Answered, Interested, Not Interested, Call Back, Wrong Number. --- 3.2 Calling System - Connect to user’s phone via: - Mobile app integration (Android/iOS) - VoIP provider (Twilio, Vonage, etc.) - Sequential calling: one number at a time. - Retry logic for busy or unreachable numbers. - Call recording (optional). --- 3.3 AI Voice Agent - Natural human‑like voice (male/female options). - Real‑time speech recognition. - Real‑time speech generation. - Ability to handle interruptions. - Ability to answer questions like: - “Who are you?” - “Why are you calling?” - “How did you get my number?” - Script customization: - Opening line - Pitch - Objection handling - Closing line --- 3.4 Conversation Flow The bot must follow a structured flow: 1. Greeting 2. Purpose of call 3. Ask if they want to sell or rent 4. Handle objections 5. Collect interest level 6. Schedule follow‑up 7. Thank and close --- 3.5 Training & Customization - Admin dashboard to adjust: - Tone (formal, friendly, professional) - Script variations - Language (English, Arabic, Hindi, etc.) - Upload sample calls to train the bot. - Reinforcement learning from user feedback. --- 3.6 Data Output After each call, the bot updates the record with: - Call status - Summary of conversation - Interest level - Follow‑up date/time - Notes Export options: - Excel - CSV - API to CRM (Salesforce, HubSpot, etc.) --- 4. Technical Requirements 4.1 Backend - Python/Node.js for AI logic - Integration with LLM (OpenAI, Azure OpenAI, etc.) - Telephony API integration - Database: PostgreSQL or MongoDB 4.2 Frontend - Web dashboard - Mobile app (optional) 4.3 Security - End‑to‑end encryption for calls - GDPR‑compliant data handling - Secure API keys --- 5. Constraints & Considerations - Must comply with UAE telemarketing laws. - Must allow user to manually approve call scripts. - Must avoid sounding robotic or spam‑like. - Must allow user to stop the bot anytime. --- 6. Success Metrics - Call completion rate - Lead conversion rate - Reduction in manual calling time - User satisfaction score - Accuracy of call summaries --- 7. Future Enhancements - WhatsApp outreach - SMS follow‑ups - Automatic appointment booking - Multi‑language emotion detection - Voice cloning for personalized outreach