CHATBOTS
Generate a Live-Agent Briefing When Onboarding Escalates to a Human
At the moment of handoff, this assembles the user's onboarding history and account context into a concise briefing note posted to the Intercom conversation so the human starts…
How it runs
The automated pipeline, trigger to output.
- TriggerConversation assigned to human in IntercomIntercom
- ActionPull onboarding history and context from PostgresPostgres
- ActionSynthesize agent briefing with OpenAIOpenAI
- ActionPost briefing as internal note in IntercomIntercom
- OutputLog handoff event in PostgresPostgres
What it does
When an onboarding conversation is handed to a human, this instantly compiles everything the agent needs: which steps the user completed, where they got stuck, what the bot already told them, and key account details. It posts that as an internal note on the Intercom conversation so the agent never starts cold.
When to use it
Use it when handoffs feel jarring because agents have to re-read the whole thread and dig through systems. A ready-made briefing cuts time-to-first-response and prevents the user from repeating themselves.
How it works
- 1An Intercom event for an onboarding conversation assigned to a human triggers the flow.
- 2The user's onboarding step history and account context are pulled from Postgres.
- 3OpenAI synthesizes a tight briefing: status, blocker, prior bot replies, and a suggested opening.
- 4The briefing is posted as an internal note on the Intercom conversation.
- 5The handoff event is logged in Postgres for response-time analytics.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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
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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 Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
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.
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