You will get AI Sales & Support Agent Integrated with CRM (24/7 Intelligent Assistant)
Top Rated
Top Rated
Project details
Transform your customer engagement with an AI-powered Sales & Support Agent that works 24/7 — handling inbound inquiries, routing tickets intelligently, updating your CRM in real time, and boosting both conversion rates and CSAT.
Ideal for eCommerce, SaaS, and Logistics companies, this agent integrates seamlessly with Twilio, Intercom, or Zendesk for communication and HubSpot or Salesforce for CRM updates — ensuring every lead and customer issue is captured, classified, and resolved intelligently.
Built using GPT-4o and industry-grade frameworks like LangChain, Twilio API, and CRM automation, your business gets a scalable, AI-driven frontline assistant capable of learning from every interaction.
What this project includes:
• Automate inbound lead triage and customer support
• Integrate CRM data with real-time AI interactions
• Improve customer experience and agent productivity
• Provide analytics for sales & support performance
Post-Delivery Support:
• 30-day support window for bug fixes
• Optional add-ons: MLOps monitoring, knowledge-base upkeep, analytics dashboard, and optimization retainer
Ideal for eCommerce, SaaS, and Logistics companies, this agent integrates seamlessly with Twilio, Intercom, or Zendesk for communication and HubSpot or Salesforce for CRM updates — ensuring every lead and customer issue is captured, classified, and resolved intelligently.
Built using GPT-4o and industry-grade frameworks like LangChain, Twilio API, and CRM automation, your business gets a scalable, AI-driven frontline assistant capable of learning from every interaction.
What this project includes:
• Automate inbound lead triage and customer support
• Integrate CRM data with real-time AI interactions
• Improve customer experience and agent productivity
• Provide analytics for sales & support performance
Post-Delivery Support:
• 30-day support window for bug fixes
• Optional add-ons: MLOps monitoring, knowledge-base upkeep, analytics dashboard, and optimization retainer
AI Algorithms
Deep Belief Network, Feedforward Neural Network, Large Language Model, Long Short-Term Memory Network, Multimodal Large Language Model, Recurrent Neural Network, Regression Analysis, Self-Organizing Map, Transformer Model, Variational AutoencoderAI Applications
AI Chatbot, AI Content Creation, AI-Generated Code, AIOps, Anomaly Detection, Automatic Speech Recognition, Conversational AI, Natural Language Understanding, Sentiment Analysis, Sequence Modeling, Speech Synthesis, Time Series AnalysisAI Development Language
PythonAI Tools
Gradio, Hugging Face, PyTorch, Streamlit, TensorFlowAI Models
AlphaCode, BERT, ChatGPT, DALL-E, GPT-4, Jurassic-2, LLaMA, Naive Bayes Classifier, Stable Diffusion, WhisperWhat's included
| Service Tiers |
Starter
$3,000
|
Standard
$5,000
|
Advanced
$8,000
|
|---|---|---|---|
| Delivery Time | 10 days | 21 days | 35 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | |||
Batch Normalization | - | - | - |
Database Integration | - | ||
Detailed Code Comments | - | ||
Image Upscaling | - | - | - |
MLOps | - | - | |
Model Deployment | |||
Model Documentation | - | ||
Model Monitoring | - | ||
Model Testing & Optimization | - | ||
Model Tuning | - | - | - |
Natural Language Processing | - | - | - |
NLP Tokenization | |||
Pre-Training | - | - | - |
Prompt Engineering | |||
Setup File | |||
Source Code |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$300 - $1,000
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About MD
Expert IT and Accounting Consultant | AI, ERP, Web, API, Automation
100%
Job Success
Winnetka, United States - 6:46 pm local time
I train CPAs on the best practices for effective accounting. I have held various positions as a CTO, Business & Systems Analyst, Director of Operations, Controller, Accounting Supervisor, and various controllerships. In those capacities, I have effectively managed the responsibilities that accompany those positions at businesses in industries such as real estate, software technology, healthcare, non-profit, eCommerce, professional services, restaurants, and entertainment.
My additional qualifications and accomplishments:
✔️ Certified Sage Intacct Implementation Consultant, QuickBooks ProAdvisor, Xero Advisor, NetSuite, Acumatica
✔️ Certified Sage Intacct Accounting Consultant, Advanced modules: Projects, Global Consolidation, Inventory, Order Entry, Multi-currency, Salesforce
✔️ Web architect and programmer - Angular, Django, Python, Bootstrap, Heroku, and Twilio
✔️ eCommerce developer for an online store, payments, shipping, and scheduling on a platform like Amazon, Shopify, BigCommerce, Squarespace
✔️ Certified Microsoft Software Specialist for Office 365: Advanced Excel, SharePoint Online/2016, Teams, Power BI, Power Apps, Power Automate, etc.
✔️ Specialize in applying “best practices” in all aspects of the accounting cycle; these practices are applied & proven at more than 60+ small to large organizations
✔️ Possess over 10 years of experience in data analysis & visualization using Tableau Desktop/Online, Prep-to-Server, and Microsoft Power BI
✔️ Creator of over two hundred dashboards spanning a variety of areas including real estate, eCommerce, fitness, retail customer spending, financial performance, sales, and role-based views for CFO, COO, and CEO summaries
My Areas of Expertise:
✔️ Finance Transformation - Implementation and integration of ERP, CRM, BI, OMS, IMS, WMS, POS, HR, PR, EDI
✔️ Accounting, Financial Management, Financial Analysis & Modeling
✔️ Business Strategy & Planning; analyzing & developing business processes & workflows
✔️ IT Solutions Engineering, Systems Automation
✔️ Data Science & Analytics, Information Management
✔️ Enterprise & Web App development, and API integrations
My mission is to help integrate fundamental business processes, and systems with its people in a seamless way to achieve the desired outcomes successfully. I am forward-thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
Steps for completing your project
After purchasing the project, send requirements so MD can start the project.
Delivery time starts when MD receives requirements from you.
MD works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements & Architecture Review
Analyze CRM, communication stack, and data handling structure to design integration workflows.
System Design & Configuration
Set up GPT-4o assistant, define intents, routing logic, and CRM API mapping.