AI Automation Coach & Winery Chat Agent Developer

Scope of Work: AI Automation Coach & Winery Chat Agent Developer For: Modus Operandi Cellars / Vicarious Wines Client: Jason Moore Founder & Winemaker https://docs.google.com/document/d/1wK1oYLdagesc7aABfFZiDCq84BvWJi81El4B5jpOz_k/edit?usp=sharing Role Overview: This is a hybrid mentorship and implementation role. You will serve as both an AI automation coach and agent builder, helping develop advanced customer-facing and internal-use AI agents while teaching the client the underlying systems through bi-weekly live Zoom sessions. The ideal candidate is equally skilled at technical execution and practical teaching, with the ability to work autonomously between sessions to accelerate progress. Familiarity with lesser-known platforms and custom API integrations is essential. Engagement Structure Live Coaching: Bi-weekly Zoom sessions (60–90 mins), screenshare format Solo Development: Able to work independently to meet aggressive timelines Communication: Ongoing async updates via Google Chat, Slack, or email between sessions Project 1: Winery Chat Agent MVP (Customer-Facing) Goal: Develop a robust, intelligent website agent that interacts with visitors, answers frequently asked questions, and integrates with key systems to retrieve customer-specific data. MVP Use Cases and Features General Customer Support FAQs about the winery, tasting experiences, winemaker, and brand story Detailed wine information including: Tasting notes Food pairings Ideal drinking windows Winemaking practices Winery appointment and experience descriptions General guidance about wine club structures and assistance on joining Shipping, returns, bottle replacement policy, gifting, etc. Knowledge Base Integration Connect to internal knowledge base (Airtable, Google Docs, etc.) Populate with: Product sheets Club structure docs Experience FAQs Internal winery SOPs or customer service protocols Wine descriptions and critic ratings Should support real-time lookups and natural-language querying System Integrations Commerce7 (E-Commerce Platform) Query product catalog for inventory and wine info Look up recent orders by email or order number View and return: Order status Order contents Purchase history Trigger cart creation and return cart links if needed Requires custom API and webhook implementation (due to limited native tooling) Go High Level (CRM) Match visitor input to CRM contact records Update contact notes with conversation transcripts Pull in marketing campaign and email engagement activity (optional) Wineshipping.com (Fulfillment Partner) Query fulfillment and tracking status for specific order numbers Return live shipment data (carrier, tracking, delivery ETA, etc.) Requires API authentication and webhook polling or querying for updates Tools Preferred (But Flexible) n8n or make.com (preferred orchestrators) OpenAI API Webhook & REST API expertise Airtable, Google Docs, for knowledge base Supabase or Firebase (for historical query caching) Success Metrics MVP agent can handle 80% of typical customer and wine club inquiries with accuracy Agent can retrieve live order status via Commerce7 and Wineshipping integration Jason can understand and adjust workflows created, or hand off to others with minimal retraining Deliverables Fully functional customer-facing website agent Structured, queryable knowledge base API integrations with Commerce7, Go High Level, and Wineshipping Documentation + guidance for agent modification Bi-weekly coaching and shared learning pathway Who You Are Expert in n8n, Make.com, Voiceflow, or comparable tools Experienced with custom API integration and webhook handling Familiar with LLM agent frameworks (OpenAI, Claude, etc.) Able to work with non-mainstream platforms like Commerce7 Clear communicator who can teach while building Bonus: Experience working with wineries, e-commerce, or hospitality brands Proposal Requirements Please include: Hourly or project-based rate Timezone and availability Your experience with API integrations and agent frameworks Your experience teaching or coaching clients Any similar projects you’ve completed Tools you'd recommend to simplify and scale Apply tot his job Apply To this Job