CHATBOTS
Intercom Onboarding Concierge: Answer Setup Questions from Product Docs
When a new user asks a setup question in Intercom, the agent searches your product docs and replies in-thread with a grounded, step-by-step answer plus a link to the source page.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Intercom conversation from a userIntercom
- LogicClassify as onboarding/setup question or skip
- ActionSearch product docs for relevant passagesNotion
- ActionDraft grounded step-by-step answer from docsOpenAI
- OutputReply in the Intercom thread with source linkIntercom
What it does
Watches your Intercom inbox for onboarding and setup questions from new accounts, retrieves the most relevant passages from your product documentation, and posts a concise, accurate reply directly in the conversation. Every answer cites the doc page it came from so users can read more.
When to use it
When first-week users flood support with the same "how do I connect X" and "where do I set Y" questions, and your team is copy-pasting from docs. This deflects repetitive setup tickets while keeping answers grounded in your real documentation instead of hallucinated steps.
How it works
- 1A new Intercom conversation arrives and the trigger fires.
- 2The agent classifies whether it is an onboarding or setup question; non-setup messages are skipped.
- 3It searches your Notion product-docs workspace for the passages most relevant to the question.
- 4The agent drafts a step-by-step answer strictly from the retrieved passages, refusing to invent steps not in the docs.
- 5It posts the reply back into the Intercom thread with a link to the source doc page.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect NotionPages, databases, comments.
- 3Connect OpenAIModels, embeddings, files.
- 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.
More Chatbots workflows
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
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.