AI & RAG

Build a grounded answer bank from resolved Intercom conversations

Pulls newly resolved Intercom conversations on a schedule, distills each into a clean question-and-answer pair with an LLM, embeds it, and upserts it into a Postgres vector table…

CategoryAI & RAG
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerSchedule: every hour
  • ActionList Intercom conversations resolved since last runIntercomIntercom
  • ActionDistill thread into Q&A + topic with LLMOpenAI
  • ActionEmbed canonical answerOpenAI
  • LogicCheck Postgres for near-duplicate by similarityPostgreSQLPostgres
  • OutputUpsert entry into answer_bank vector tablePostgreSQLPostgres

What it does

Turns the support replies your team has already written into a reusable, searchable knowledge base. Every time a conversation is resolved in Intercom, the workflow extracts the underlying question and the agent's confirmed answer, then stores them as a clean, deduplicated entry with its embedding so future agents and bots can retrieve grounded answers.

When to use it

When your best answers are trapped inside one-off Intercom threads and never make it into help docs. Run it to bootstrap a RAG corpus from real resolutions, or keep it running to capture new fixes automatically.

How it works

  1. 1A schedule fires (e.g. hourly) and lists Intercom conversations resolved since the last run.
  2. 2For each conversation, the full transcript is fetched.
  3. 3An LLM distills the thread into a normalized question, a canonical answer, and a topic tag, discarding pleasantries and PII.
  4. 4The answer text is embedded with an OpenAI embedding model.
  5. 5A logic step checks Postgres for a near-duplicate by cosine similarity; close matches update the existing row instead of creating a new one.
  6. 6The new or merged entry is upserted into the `answer_bank` vector table with a source conversation ID and timestamp.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect IntercomConversations, contacts, articles.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect PostgresAny Postgres URL — query, write, migrate.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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