CHATBOTS
Intercom Concierge: Proactive Setup Nudges for Stalled Onboardings
On a daily schedule, finds new accounts that have stalled mid-setup, sends each a tailored Intercom message pointing to the exact next step in your docs.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery stalled onboarding accountsPostgres
- LogicBranch on how far behind each account is
- ActionLook up next-step doc linkNotion
- OutputSend proactive nudge or call offer in IntercomIntercom
What it does
Runs each morning to find accounts that started onboarding but haven't completed key setup milestones. For each stalled account it sends a proactive Intercom message naming the specific next step and linking the relevant doc, escalating to a booking offer when an account is severely behind.
When to use it
When activation is leaking because users go quiet mid-setup and never come back. This re-engages them with a precise, helpful nudge instead of a generic blast, recovering onboardings that would otherwise silently drop off.
How it works
- 1A daily schedule triggers the run.
- 2The flow queries your control-plane Postgres for accounts that are mid-onboarding and inactive past a threshold.
- 3For each account, branch logic picks the message: a doc-step nudge for mildly stalled, a call offer for severely stalled.
- 4It looks up the relevant next-step doc link in Notion.
- 5It sends the tailored proactive message via Intercom.
- 6Severely-stalled accounts get an onboarding-call booking link in the same message.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect NotionPages, databases, comments.
- 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 FAQ-Gated Role Concierge
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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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