AI-Powered CRM Workflow Automation

Замовник: AI | Опубліковано: 17.03.2026
Бюджет: 30 $

I’m planning the next phase of our Agentic AI initiative and need someone who can architect and deploy end-to-end automations inside our CRM. Two priorities top the list: a conversational chatbot that can field customer queries in real time, and an automated email response engine that keeps prospects engaged without manual touchpoints. From there we will expand into broader workflow orchestration, so I’m looking for a partner who can think beyond single tasks and design an intelligent framework we can iterate on. Here is what success looks like on this engagement: • A production-ready chatbot tied directly into the CRM’s contact records, capable of pulling context, updating fields, and escalating to a human only when confidence is low. • A rules-plus-ML email responder that drafts or sends messages based on deal stage or support ticket status, logging every interaction back to the platform. • Clear documentation and modular code (Python or Node preferred) so we can extend the logic to other processes later. • Transparent testing plans and measurable KPIs—response accuracy, handle-time reduction, and customer satisfaction scores. If you know your way around CRM APIs, webhooks, OpenAI or similar LLM services, and you’ve built multi-step automations with tools like LangChain, Zapier, n8n, or native workflow builders, I’d love to see how you would tackle this. Let’s discuss your approach, estimated timeline, and any relevant examples you can share.