CHATBOTS
Intercom Onboarding Bot That Books Activation Calls on Buying Intent
Detects activation or upgrade intent in an Intercom chat, then offers and books a Zoom activation call against a live Google Calendar slot.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Intercom user message receivedIntercom
- ActionClassify activation intent and extract timezone/roleOpenAI
- LogicProceed only when intent confidence is high
- ActionFetch next open onboarding slots from calendarGoogle Calendar
- ActionCreate Zoom meeting for the chosen slotZoom
- OutputReply in Intercom with confirmed time and join linkIntercom
What it does
This bot watches inbound Intercom conversations for signals that a trial user is ready to activate — phrases like "how do I get my team on this," "pricing for production," or "can someone walk me through setup." When intent crosses a confidence threshold, it offers the user the next three open onboarding slots, books the chosen one as a Zoom meeting, and writes the confirmation back into the chat with the join link.
When to use it
Run this when your self-serve funnel produces enough trial chatter that a human can't triage every "I'm interested" moment in time. It turns a fading support thread into a booked call before the user loses momentum.
How it works
- 1A new Intercom user message fires the trigger.
- 2An OpenAI classifier scores the message for activation intent and extracts the user's timezone and role.
- 3A logic branch only proceeds when confidence is high; everything else is left for the support team.
- 4Google Calendar is queried for the next open onboarding slots.
- 5Once the user picks a time, a Zoom meeting is created with the join link.
- 6The bot replies in the Intercom thread with the confirmed time and link, and tags the conversation "activation-booked."
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect ZoomMeetings, recordings, transcripts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.