AI CRM Support Automation Setup

Job ID: 39733816

Budget: £20 – £250 GBP

I’m looking to add an AI layer to my current CRM so routine customer-support tasks happen without human intervention. The immediate goal is to let the system understand incoming queries, draft accurate replies, log every exchange as a ticket, and learn from past resolutions so response quality keeps improving.

You’ll decide whether we plug into an existing model or fine-tune one, wire it to the CRM through REST or webhook endpoints, and connect it to our knowledge base for context. Once it is running, I expect the bot to recognise intent, pull the right article or status, answer the customer and close or escalate the ticket automatically—all while keeping every interaction visible inside the CRM timeline.

Deliverables
• A live AI support module fully integrated with the CRM
• when a user on boarded to company , all the other process should automated like

From user id creation , email , teams , slack and notify user credentials .

Storing all the information in the crm database.

This all needs to through AI system.

If you’ve built NLP workflows in HubSpot, Salesforce, Zoho, or custom stacks and can demonstrate rock-solid accuracy and data security, I’d like to work with you.