CHATBOTS
Intercom Onboarding Concierge with Confidence-Based Human Handoff
An Intercom chatbot guides each new user through your setup checklist, and the moment its answer confidence drops below threshold it escalates the conversation to a live agent…
How it runs
The automated pipeline, trigger to output.
- TriggerNew onboarding conversation in IntercomIntercom
- ActionLoad user's current setup step from PostgresPostgres
- ActionGenerate step reply + confidence score with OpenAIOpenAI
- LogicBranch on confidence threshold
- ActionReply and advance step, or assign to human with contextIntercom
- OutputPersist updated onboarding statePostgres
What it does
This concierge answers a new user's onboarding questions inside Intercom Messenger, walks them through your setup steps in order, and self-monitors its own certainty. When the model's confidence in an answer falls below your threshold, the conversation is handed to a human teammate instead of guessing.
When to use it
Use it when onboarding questions are mostly repetitive ("how do I connect my data source?") but a meaningful minority need a real person. It deflects the easy volume while protecting trust on the hard cases.
How it works
- 1A new inbound Intercom conversation from a user still in onboarding triggers the flow.
- 2The user's current setup stage and message are read from Postgres.
- 3OpenAI generates a step-specific reply plus a 0-1 confidence score.
- 4A logic branch checks the score against your threshold.
- 5If confident, the bot replies in Intercom and advances the stored step.
- 6If not confident, the conversation is assigned to a human with the AI's draft and reasoning attached as an internal note.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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 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 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.
Intercom-to-HubSpot Sync When an Activation Call Is Booked
When a Zoom activation call gets booked from an Intercom chat, enriches the lead in HubSpot, logs the meeting, and posts an AI-written prep brief to the assigned rep in Slack.
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 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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