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Development of a Lightweight Realtime Chatbot with Workflow Automation and Multi-Platform Integrations

teacode.io

Advertising & marketing

Information technology

Software development

Business Challenges

Existing chatbot solutions (e.g., Intercom) lacked seamless integration with marketing automation workflows. Needed a lightweight, high-performance chatbot that could operate across diverse websites without performance degradation, while enabling advanced conversation management and integration with existing marketing tools.

About the Client

A marketing automation platform provider seeking to enhance their offering with a proprietary chatbot solution and third-party integrations

Key Goals

Create a competitive chatbot solution rivaling Intercom/Drift
Integrate with Mailchimp and Intercom for unified marketing automation
Develop customizable chatbot workflows (playbooks) for automated conversations
Implement real-time Slack integration for conversation management
Ensure cross-platform compatibility and minimal performance impact

Core System Requirements

Lightweight chatbot widget with asynchronous loading
Visual workflow builder for conversation playbooks
Real-time conversation management dashboard
Slack integration with custom commands
Brand customization tools for chat design
Multi-site conversation tracking and analytics

Technology Stack

React.js for frontend development

AWS cloud infrastructure

MongoDB (NoSQL) for data storage

Redis for real-time messaging

JavaScript for client-side functionality

Third-Party Integrations

Mailchimp API
Intercom API
Slack API
OAuth authentication flows

Performance Criteria

Handle thousands of concurrent conversations
Page load impact <50ms
99.9% system uptime SLA
GDPR-compliant data handling
Cross-browser compatibility (Chrome, Firefox, Safari, Edge)

Expected Business Outcomes

Enables marketers to automate customer interactions while maintaining brand consistency, reduces integration complexity through unified platform management, improves customer engagement metrics through real-time conversational marketing capabilities, and positions Ortto as a comprehensive marketing automation solution provider with proprietary chatbot technology.