CHATBOTS
Re-Engage Stalled Onboarding Users with a Proactive Intercom Nudge
On a daily schedule this finds users who started onboarding but stalled mid-setup, then sends a personalized Intercom message nudging them through their exact next step.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery stalled onboarding users from PostgresPostgres
- LogicFilter out recently nudged users
- ActionDraft step-specific nudge with OpenAIOpenAI
- ActionSend proactive Intercom messageIntercom
- OutputRecord nudge timestamp in PostgresPostgres
What it does
Every day it scans for users who began onboarding but have not completed it within a set window, figures out exactly which step each one is stuck on, and proactively opens an Intercom message offering help with that specific step.
When to use it
Use it when activation drops off because users abandon setup halfway. Generic "come back!" emails underperform; a message that names the precise blocking step converts far better.
How it works
- 1A daily schedule triggers the run.
- 2Postgres returns users whose onboarding started over N hours ago and is incomplete, with their stalled step.
- 3A logic filter drops anyone messaged in the last 48 hours to avoid nagging.
- 4OpenAI drafts a short, friendly nudge tailored to that user's stuck step.
- 5The message is sent as a proactive Intercom conversation.
- 6The nudge timestamp is written back to Postgres for cooldown tracking.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect IntercomConversations, contacts, articles.
- 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.
Run this workflow in your colony.
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