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Kustomer

Kustomer implementation, skills routing and AI agent setup

The timeline shows everything. Routing still has to decide what matters. Smart Instinct is a helpdesk implementation and AI agent setup agency. We set up Kustomer. That covers the object model, workflows, queues and skills routing. It also covers Concierge and Envoy AI, and the reports you need.

Book a free 15-minute call Or start with the $750 audit

Builds are $3,750, $10,500 or $17,500, fixed.

What we configure

Kustomer's timeline is the reason to buy it. Seeing everything is not the same as knowing what to work next, and that gap is a routing problem, not a data problem.

  • The object model, so customer and order data land on one screen without duplicate records.
  • Queues and skills-based routing that decide priority rather than showing everything at once.
  • Workflows consolidated rather than cloned again for each new edge case.
  • Kustomer AI configured with guardrails, grounded only in content you have approved.
  • Shortcuts and templates audited for contradictions.
  • Reporting that turns a timeline into numbers leadership can act on.
Fit

Who should hire us for Kustomer work, and who should not

Best for

  • The conversation timeline is central to how your team works.
  • You need customer and order data on one screen.
  • You want workflows consolidated rather than cloned again.
  • You want a fixed price and a documented handoff.
  • Someone internal will own the configuration afterward.

Not a fit if

  • You want a guaranteed deflection percentage in the contract.
  • You want a partner to hold the keys permanently.
  • You need agent staffing or BPO.
  • Your budget is under $750, which is the audit floor.
What our work costs

Kustomer implementation pricing

The same numbers as every other page on this site. Pricing does not vary by platform. These are our fees, separate from Kustomer's own subscription. The Fix List Audit is $750, one help desk plus your phone or AI stack, 5 business days, paid upfront.

Essential

$3,750
  • Up to 33 hours
  • 2 to 4 weeks

One help desk, up to two brands, and your key tools connected, no migration.

Adds a phone, CRM or AI platform

Professional

$10,500
  • Up to 90 hours
  • 3 to 5 weeks

One help desk plus one connected phone, CRM or AI platform, up to two brands, routing for every channel, your tool stack connected, and custom dashboards.

Premium

$17,500
  • Up to 150 hours
  • 4 to 6 weeks

One help desk plus one connected platform and up to four brands. A connected platform is a phone, CRM or AI product added to your help desk.

Retainers are $1,000, $2,400 or $4,600 a month. Migrations start at $3,500, fixed before we start. Enterprise starts at $25,000, fixed before we start. Each tier is a fixed price for the scope limits listed. Essential, Professional and Premium include up to 33, 90 and 150 hours, good for 90 days from kickoff, and nothing past that is billed without your OK. Your key tools connected, within your included hours. Need more? Extra hours are $110, agreed before we start. Past a limit: $3,000 per brand, $4,500 per platform. Historical migration is never part of a build tier. It starts at $3,500, fixed before we start. See all pricing.

FAQ

Questions we get on the call

Is it Kustomer AI or IQ?

Kustomer's current AI products are named Concierge, Envoy and Architect. Concierge is the customer-facing AI agent, and Envoy is the assistant for human reps, covering features such as Signals, Copilot and AI Summaries. Signals was in alpha in January 2026 and is listed as generally available in Kustomer's April 3, 2026 release post. If a proposal in front of you uses different product names, ask which of these it means.

How fast do I get a price?

On a call with us. A fixed build price, not a range.

How long does a build take?

Two to four weeks on Essential, three to five on Professional, four to six on Premium.

Who owns the configuration when you leave?

You do, documented. We do not hold the keys.

Guides and updates: Your Kustomer runbook is probably two renames behind

Book

Book a free 15-minute call

Owl in round glasses, ready for your call

Tell us what is in place and what is not working. We will give you a fixed price for the Kustomer work, or tell you it is not worth doing yet.

  • Bring the problem: a queue, a report, an employee request flow or an AI transcript.
  • We tell you which package fits and the fixed price, or that you do not need us.
  • The invite has the video link. That is the whole process.
Rather write or call? email@smartinstinct.com +1 (800) 969-4803 Led by founder Jay Biros, 16 years in helpdesk and contact center implementation.
Free 15-minute call

Times show in your own time zone on the booking page. Pick one, add your name and email, and the invite arrives with the video link.

Book a free 15-minute call