Create a custom web app for messaging with clients

Create a custom web app for messaging with clients

Create a custom web app for messaging with clients

Upwork

Upwork

Remoto

10 hours ago

No application

About

We are hiring a full-stack developer for a relatively simple messaging app to allow our Providers to interact with Customers after the Customer pays a consultation fee (by purchasing an item on our shopify website). We need a developer to either take over our bolt.new project or start from the ground up. The workflow is: 1) Customer purchases consultation product via Shopify and selects their desired Provider (providers can be listed as product variants) 2) Customer contact info is gathered at checkout 3) Customer is emailed an intake form (already built out on Tally) to fill out and attach photos to use for assessment purposes. 4) In the app, a new ticket is created to store/show the customer contact data and intake data. Once the intake is submitted, a Provider is assigned to the ticket if none was selected at checkout. 5) Provider reviews the data gathered from the intake form and can begin messaging the Customer, asking clarifying questions or starting a conversation. 6) Once the provider has all necessary data, they can select products (synced every 24 hours with the app via cron job from Shopify) and videos (synced from Vimeo); along with dosage information (many of the products are supplements), lifestyle advice, and anything else helpful to the customer. This data is dropped into a template which then generates a PDF with links to a cart in Shopify pre-populated with the products; and clickable links to the Vimeo videos. 7) The PDF is saved to the customer profile, and messaged to the customer. 8) The customer can now ask up to 5 questions of the provider. The provider manually keeps track of the questions in the app. 9) The provider closes the ticket (or the ticket is closed once 5 questions are asked, or 14 days passes if the customer does not use all their questions). The customer is asked to fill out a satisfaction survey. 10) 14 days after the products are delivered to the customer (if they bought anything), they are invited to follow up with the Provider by paying another fee for a follow-up consult. We are open to this app being a custom database (supabase etc) , or being an integration of other products such as airtable, gorgias, WhatsApp for business, or email (if email, all send to/from must be from a company-owned address, however different providers can be assigned to each ticket). The only tool we are hard-tied to is Shopify for product sales/cart creation. We will need admin access to create new providers/delete old providers as necessary. We will need to be able to edit all forms, email templates, follow up message automations, guidance plan templates, branding etc after the product is complete (we have branding materials available already to use). We will need to be able to update products via Shopify and have them be dynamically updated in the final app.