AI Calling Agent MVP

A production-ready AI voice assistant that handles inbound and outbound calls with seamless Salesforce CRM integration.

Features

• Intelligent Call Handling: 24/7 AI-powered voice assistant
• Salesforce Integration: Automatic contact management and lead qualification
• Real-time Performance: Sub-2-second response times
• Security & Compliance: SOC 2, GDPR, CCPA ready architecture
• Monitoring & Analytics: Comprehensive health checks and metrics

Quick Start

Prerequisites

• Python 3.11+
• PostgreSQL (or SQLite for development)
• Redis (optional, for caching)

Installation

1. Clone the repository:

git clone <repository-url>
cd ai-calling-agent-mvp

2. Create virtual environment:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install dependencies:

pip install -r requirements.txt

4. Set up environment variables:

cp .env.example .env
# Edit .env with your API keys and configuration

5. Initialize database:

alembic upgrade head

6. Run the application:

uvicorn app.main:app --reload --host 0.0.0.0 --port 8000

Configuration

Copy .env.example to .env and configure the following:

Required API Keys

• Salesforce: Client ID, Secret, Username, Password, Security Token
• Twilio: Account SID, Auth Token, Phone Number
• ElevenLabs: API Key for speech services
• OpenRouter: API Key for LLM services

Database

• PostgreSQL: DATABASE_URL=postgresql://user:password@localhost:5432/ai_calling_agent
• SQLite (dev): DATABASE_URL=sqlite:///./ai_calling_agent.db

API Endpoints

• Health Check: GET /health
• Metrics: GET /metrics
• Twilio Webhook: POST /api/v1/webhooks/twilio/incoming-call
• Salesforce Webhook: POST /api/v1/webhooks/salesforce/lead-created

Development

Run with auto-reload:

uvicorn app.main:app --reload

Run tests:

pytest

Format code:

black app/
isort app/

Deployment

The application is designed for deployment on:

• Railway
• Render
• AWS ECS
• Docker containers

See deployment documentation for platform-specific instructions.

Architecture

• Backend: FastAPI with Python 3.11+
• Database: PostgreSQL with SQLAlchemy ORM
• Telephony: Twilio Voice API
• Speech: ElevenLabs STT/TTS
• LLM: OpenRouter with Claude-3.5-Sonnet
• CRM: Salesforce REST API
• Monitoring: Structured logging with Sentry integration

Security

• Data encryption at rest and in transit
• OAuth 2.0 for Salesforce authentication
• Webhook signature verification
• Comprehensive audit logging
• Security headers and CORS protection

License

MIT License - see LICENSE file for details.