AI Agent Development for Customer Service in Investment Firm
$10–50/hour
2 days ago on
Upwork
Upwork
AI
Customer Service
n8n
Slack
Zapier
An investment firm in Singapore is seeking a skilled developer to create an email customer service AI agent to assist the investor relations team with client queries. The goal is to finalize and deploy the agent within the next month.
The AI agent will engage with clients via email, determine if they are existing investors, draft replies, and send them to Slack for review by the investor relations team. After approval, emails will be created in Outlook for dispatch.
Requirements: Experience with Slack integrations, Google email systems, and workflows using Zapier and n8n.
Technologies: Email, Slack, n8n, Zapier.
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