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…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule: every hour
- ActionList Intercom conversations resolved since last runIntercom
- ActionDistill thread into Q&A + topic with LLMOpenAI
- ActionEmbed canonical answerOpenAI
- LogicCheck Postgres for near-duplicate by similarityPostgres
- OutputUpsert entry into answer_bank vector tablePostgres
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
- 1A schedule fires (e.g. hourly) and lists Intercom conversations resolved since the last run.
- 2For each conversation, the full transcript is fetched.
- 3An LLM distills the thread into a normalized question, a canonical answer, and a topic tag, discarding pleasantries and PII.
- 4The answer text is embedded with an OpenAI embedding model.
- 5A logic step checks Postgres for a near-duplicate by cosine similarity; close matches update the existing row instead of creating a new one.
- 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.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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