CHATBOTS

Intercom RMA Eligibility Triage Bot

When a customer asks to return an item in Intercom, this bot checks the order's purchase date and refund status in Stripe and Postgres.

CategoryChatbots
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerIntercom conversation tagged as return requestIntercomIntercom
  • ActionLook up order purchase date and category in PostgresPostgreSQLPostgres
  • ActionFetch Stripe charge to confirm payment and refund statusStripeStripe
  • LogicApply return-window and category eligibility rules
  • OutputReply in Intercom thread with eligibility decisionIntercomIntercom

What it does

Turns the open-ended "I want to return this" Intercom conversation into an instant, rules-based eligibility decision. It pulls the order, checks how long ago it was bought and whether it was already refunded, and replies in the same chat thread with a clear yes/no plus the reason.

When to use it

Use it when support agents spend their day manually looking up order dates to decide if a return falls inside your window. It deflects the easy cases automatically and only escalates the genuine edge cases to a human.

How it works

  1. 1An Intercom conversation is tagged or routed with a "return request" intent, firing the trigger.
  2. 2The order id is looked up in your Postgres orders table to get the purchase date and item category.
  3. 3The matching Stripe charge is fetched to confirm payment cleared and was not already refunded.
  4. 4A logic step applies your window rules: within 30 days, unrefunded, and a returnable category equals eligible.
  5. 5Eligible conversations get an automated Intercom reply confirming the customer qualifies and inviting them to continue; ineligible ones get a polite decline with the reason.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect IntercomConversations, contacts, articles.
  2. 2
    Connect StripeCustomers, subscriptions, payments.
  3. 3
    Connect PostgresAny Postgres URL — query, write, migrate.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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