Tomas V.

✅ 200+ successful CS/CX projects from strategy to execution. I design and build customer support operations on Intercom, Zendesk so your team works in one reliable system instead of patching tools together. My approach: • Fundamentals first: workflows, routing and escalation designed around how your team operates, with API connections to your other systems where needed. • AI where it makes sense: AI Agent, Copilot and voice AI on the channels you choose. • Analytics: reporting that shows how your support performs and where to improve. I'm certified partner of Intercom, Zendesk, CloudTalk. I'm working with a small specialist team: rather than covering every tool superficially, we go deep on the core platforms and the tools around them. I 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) ➖➖➖ I also work with CloudTalk when Intercom or Zendesk voip doesn't meet the needs. • 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) ➖➖➖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 CloudTalk 🤝 ➖➖➖ 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 | Retell AI It can be simple when you find the right one - Let's talk!