You will get Intercom & Fin AI Implementation - Full Coverage package
Top Rated
Project details
You will get an enhanced Intercom setup.
Key items included: Messenger configuration (web), Email connection & authentication, Team inboxes & Assignment, General workspace settings, Help Center configuration, Customer satisfaction survey (CSAT), Office hours & SLA, Back office & Customer tickets workflows, Social media integrations Facebook & Instagram, Fin AI standard configuration, WhatsApp integrations, Roles & Permissions, Phone & SMS.
With a clear, structured approach, I ensure your team is equipped to deliver customer support from day one.
Let’s get your team up and running quickly!
Key items included: Messenger configuration (web), Email connection & authentication, Team inboxes & Assignment, General workspace settings, Help Center configuration, Customer satisfaction survey (CSAT), Office hours & SLA, Back office & Customer tickets workflows, Social media integrations Facebook & Instagram, Fin AI standard configuration, WhatsApp integrations, Roles & Permissions, Phone & SMS.
With a clear, structured approach, I ensure your team is equipped to deliver customer support from day one.
Let’s get your team up and running quickly!
Project Type
Customer SupportWhat's included $7,400
These options are included with the project scope.
$7,400
- Delivery Time 21 days
- Number of Revisions Unlimited
65 reviews
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AK
Asta K.
Aug 17, 2026
"CloudTalk VoIP Implementation Across 3 Teams, Integrated with Zendesk"
Tomas' team ran our CloudTalk rollout across three teams and integrated it with Zendesk end to end - number provisioning, call routing per team, and agent group structure on the CloudTalk side, with calls and ticket creation flowing correctly into Zendesk. They clearly knew both platforms rather than just one, so we never had to translate between vendors ourselves. Communication was clear throughout, and they flagged issues early rather than after the fact. It was a pleasure to work with professionals.
OB
Operations B.
Jul 30, 2026
Expert for Zendesk Optimization
Tomas was excellent to work with and provided top tier service. He knew Zendesk in and out and truly optimized our Zendesk performance.
AH
Anastasiia H.
Jun 10, 2026
Intercom Setup and Implementation
Working with Tomas was a huge pleasure. From the very beginning, after hearing out our request, he provided us with a detailed plan of the whole project, outlining main milestones and outcomes, fully based on all our requirements. Tomas and his team provided us with constant professional support at each stage of the project, answering all our questions and clarifying any doubts. Thanks to their efforts, the setup and implementation of Intercom for our company was extremely smooth, quick, and seamless, and we're very grateful for all their help.
DK
Dean K.
Jun 4, 2026
Intercom Chat Expert Customer Success - Clean up and help optimise our intercom
BK
B K.
May 18, 2026
Intercom, FinAI & Copilot implementation for QSR brands
Great team, highly recommend.
About Tomas
CS/CX System Architect | Intercom/Fin, Zendesk, CloudTalk, Retell AI
100%
Job Success
Telsiai, Lithuania - 10:26 pm local time
Certified Partner across Intercom, Zendesk, and CloudTalk, specializing in CS/CX strategy and high-performing ecosystems, from complex voice contact centers to voice AI agents in Retell AI.
What began as a one-person specialist has grown into a team, and each of us brings a detail-oriented mindset, strategic systems thinking, and the ability to learn fast.
We're not generalists - we aim for the deepest expertise in one main platform, so each teammate focuses on a specific platform and its accompanying tools.
Combined with solid process-mapping expertise, this lets us design efficient, scalable setups tailored to real business operations. We're also clear communicators, able to collaborate smoothly with teams and stakeholders.
We work exclusively with clients who are serious about improving how they communicate with their customers and are ready to collaborate closely. This includes having a dedicated point of contact with the time and bandwidth to engage fully throughout the project.
➖➖➖ HOW WE START WORKING TOGETHER ➖➖➖
1️⃣ Validation phase
• Discovery
• Project Scooping
• SOW + Quote
2️⃣ Implementation phase
• Requirements Mapping
• Configuration
• Testing & Refinement
3️⃣ Onboarding phase
• Staff Onboarding
• Post-Implementation Support
➖➖➖ INTERCOM/FIN SERVICES ➖➖➖
• Intercom & FinAi Standard CX Implementation Packages
• Intercom Custom Workspace Setup
• Help Center (FAQ) Setup
• FinAI agents (sales, service & e-commerce)
• Agent Copilot
• Outbound Proactive Support
• Custom Reports & Dashboards
• Integrations with CRM, Apps & Tools
• Data connectors (API)
➖➖➖ ZENDESK SERVICES ➖➖➖
• Strategic Zendesk System Design & Implementation
• Zendesk audit and Optimization
• Custom Explore Reports
• Help Center Development
• Customer Portal Development
• Integrations with CRM, Apps & Tools
➖➖➖ CLOUDTALK SERVICES (VoIP) ➖➖➖
• CloudTalk Setup & Configuration (numbers, teams/ring groups, call routing)
• Call Flow Designer & IVR Setup
• Integration with CRM & Helpdesk (Intercom, Zendesk, Pipedrive, HubSpot, etc.)
• Advanced Routing Rules (time-based, skills-based, round-robin)
• Voicemail & Call Queue Customization
• Analytics & Call Reporting Dashboards
• Call Tagging & Notes Standardization
• Outbound calling setup (Click-to-Call, Power Dialer, voicemail drop)
➖➖➖ RETELL AI SERVICES (Voice AI agent) ➖➖➖
▪ AI Voice Agent Design & Deployment
▪ Inbound Call Handling & Qualification
▪ Outbound Voice Campaigns
▪ Conversation Flow & Prompt Design
▪ Appointment Booking & Scheduling Integration
▪ CRM & Helpdesk Integration
▪ Human Handoff & Fallback Logic
▪ Call Transcripts, Recordings & Summaries
▪ Twilio & Telephony Integration
▪ Testing, Tuning & Performance Optimization
➖➖➖TRANSPARENT LICENSE & PLAN ADVISORY➖➖➖
I help you choose the right plans, evaluate your use case and only recommend the licenses, add-ons, or seats that genuinely support your goals which leads to cost-effective decisions.
➖➖➖ONBOARDING & TRAINING➖➖➖
All work includes collaborative configuration, training sessions and post-implementation support to offer a seamless transition to Intercom, Zendesk or Aircall 🤝
➖➖➖ MY CURRENT EXPERIENCE OF INTEGRATIONS COVERS ➖➖➖
Automation platforms:
Make | n8n | Zapier
Zendesk apps:
SweetHawk | ChargeDesk | Jira | Auto Merge | Exporter | Lingpad (translations)
Tools I have made made integrations with:
ClickUp | Salesforce | Shopify/WooCommerce | Localise
Twilio | Toky | Surveypal | Klaviyo | Fillout | Typeform | Slack | Aircall
It can be simple when you find the right one - Let's talk!
Steps for completing your project
After purchasing the project, send requirements so Tomas can start the project.
Delivery time starts when Tomas receives requirements from you.
Tomas works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Call
During the discovery sessions, I gain insights into the customers' specific needs and goals to determine if this package meets their needs.
Requirements Collection & Process Mapping
I have to understand your business needs in order to identify and prioritize the functionalities and features necessary for your project.