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$
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I will build an ai customer assistant with CRM integration
Oleg
Level 2
About this gig
I build customer-facing AI assistants that answer from approved business content, collect defined request details and hand unclear or sensitive cases to a person. Depending on the package, the assistant can record a lead or support request in one CRM and run a small number of approved API actions with a confirmation step.
We confirm the channel, language, knowledge sources, allowed topics, prohibited actions, handoff policy, CRM fields and test scenarios before development. Delivery includes the configured assistant, prompt and knowledge setup, integration testing and handover notes.
Packages are limited by channel, language, source volume, CRM, fields and actions. Voice, payments, booking, WhatsApp or Meta approval, multiple channels, unlimited conversations and provider fees are not included unless listed in the package or an agreed extra. AI output can be uncertain; human review remains required for consequential decisions.
Get to know Oleg
Oleg
Business Automation and Custom Web Development
Level 2
- FromIsrael
- Member sinceJan 2021
- Avg. response time1 hour
- Last deliveryabout 8 hours
Languages
English, Russian, Hebrew
I build custom business tools, workflow automations and AI assistants around the way your team works. My projects connect forms, email, documents and business systems into a clearly defined process. Depending on the task, the solution may be a Make integration, a client portal or an assistant that uses your approved information. We agree on the scope, required access and acceptance criteria before development. The delivery includes the agreed solution, testing and handover notes. Tell me which process you need to improve and what tools you already use.
My Portfolio
FAQ
Will the assistant answer from my content?
Yes. Answers are grounded in the approved sources and rules supplied for the project. Unknown or restricted topics follow the agreed handoff policy.
Can it replace my support team?
No. It handles the defined questions and data collection. Uncertain, sensitive or consequential cases must be handed to a person.
Is WhatsApp included?
Not in the Basic website package. WhatsApp is possible only after provider compatibility, account ownership and Meta approval requirements are confirmed.
Can you connect my CRM?
Standard and Premium include one supported CRM. The API, fields, permissions and plan level must be confirmed before development.
Do you need my passwords?
No. Use project invitations, role-based access or limited credentials through an approved method. Never paste passwords into the requirements.
Are AI, channel and CRM fees included?
No. The buyer owns and pays for provider accounts, API usage, messages, licenses and platform plans.
What counts as a revision?
A revision adjusts behavior or approved content inside the agreed scope. A new channel, language, action, integration or knowledge set is new work.
Do you guarantee perfect AI accuracy?
No. The assistant is tested against agreed scenarios, but AI output can be uncertain. Human review remains required for consequential decisions.
