HL Portal AI Tenant Defense Service

Summary

This project aims to provide a customer portal that Hepworth clients can pay to access to get help with their legal issues from a trained Chatbase bot with all data easily accessible in the H&A CRM. Initial issue category will be Tenant Defense but the work done will allow for new categories to be launched by the client without the need for OWC custom work.

Client
HepworthHepworth
Assigned To
Eli Weldon
Status
Forgone
Start & Finish Date
June 12, 2023 → June 22, 2023
Needs Review
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Project Resources

Future plans

  • Users can select their issue type and it opens different forms for them to fill out
  • Hepworth can create GPT Chat but with initial streamlined data collection for better responses

Project Outline

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Project Planning Tasklist
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For each Goal outlined turn it individual item in
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Problems & Goals

What are the problems we hope to solve with this project?

What are the Goals to create in order to solve the problems?

  • Create Tenant Defense online GPT solution

Goals & Deliverables

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Goal #1

Create Tenant Defense online GPT solution. Users will be able to talk to a trained GPT instance to answer all their tenant questions and will be prompted to schedule a consult to have an attorney review their solutions.

Goal Planning Tasklist

Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into TasksTasks , add task details

Deliverables

  • User Flow No Chatbase:
    1. User pays via gravity form
    2. Submission is sent and logged in H&A CRM Leads Need new AT field to allow access to Tenant Defense portal
    3. User redirected to portal, auto logged in
    4. Sees an initial tenant defense information collection form
    5. On submission data is sent to GPT to generate response
    6. Data sent to H&A CRM and stored in new Issues table Tied to leads record Update fields in issue record Issue History and Issue History Raw (in order to keep record counts lower)
    7. Portal re-loaded and response is show to user with new form to ask more questions
    8. On submission repeat step 5 & 6
    9. User has ability to start “new issue”
  • User Flow With Chatbase:
    1. User pays via gravity form
    2. Submission is sent and logged in H&A CRM Leads Need new AT field to allow access to Tenant Defense portal
    3. User redirected to portal, auto logged in
    4. Sees an initial tenant defense information collection form
    5. On submission data stored in airtable and message is sent to chatbase api to start a new conversation
    6. Portal is loaded with iframe of chatbase with the new conversation id loaded
    7. CSM can click button “collect chatbase” conversation and get all data from chatbase
    8. User has ability to start “new issue”
  • Ability to easily reproduce this functionality for any other practice area

Tasklist - Research / Outline / Client Question

Tasklist - Final

Est Time To Complete 25-30 hours

  • (1 hour) Create gravity form with stripe add-on that uses Zapier to create new Airtable record, auto re-direct to portal after submission
  • (1 hour) Create new field on Leads table titled “Elerion Services”, value added for Tenant Defense
  • (2 hours) Create tenant defense form and GPT prompt to use, figure out way to store prompt in form
  • (3 hours) Create local cache value of record that updates AT, create error logging and validations that values are updated appropriately and display to the user
  • (1 hour) Create portal param from gform submission that bypasses security layer on first login
  • (1 hours) Setup portal to check AT field Elerion Services for tenant defense value, if yes load tenant defense form
  • (5 hours) Create the following functionality flow for Issue form, GPT - Tenant Issue submission:
    • Compile prompt and submission data and send to GPT API
    • Take GPT response and submission data and create new Issue in Issues table in airtble
      • Update Issue History and Issue History Raw fields to include all content so far
    • Store all AT values in a php session
  • (3 hours) Create UI / UX to show generated content and a new “chat” form that allows user to add talk with GPT more
  • (2.5 hours) Duplicate issue form submission functionality to work for chat submission, GPT - Tenant On-going Chat
  • (2 hours) Create Add New Issue button which allows user to start over and shows the Tenant Issue form
    • Make sure UX is setup to show all previous issue for them to access
  • (.5 hours) Add mobile menu for better responsive styling
  • (1 hour) Migrate portal and forms to production site

Additional 5 - 10 hours

  • Create a landing page for the service
  • (1-2 hours) Setup google ads to run to page and reporting to monitor success