CHATBOTS
Intercom Pending Return Follow-Up Nudge
Runs on a schedule to find approved RMAs whose labels were issued but never shipped, then nudges those customers in Intercom and by email before the return authorization expires.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery unshipped, soon-to-expire RMAs in PostgresPostgres
- LogicSplit into first-reminder and final-notice groups
- ActionReopen Intercom thread with label link and deadlineIntercom
- ActionSend backup reminder email via GmailGmail
- OutputStamp nudge count and timestamp on RMA recordPostgres
What it does
Recovers stalled returns. It scans for RMAs that were approved and labeled but show no carrier scan as the deadline approaches, then reaches out to remind the customer to ship the item before the authorization lapses, so refunds do not get stuck in limbo.
When to use it
Use it when approved returns frequently go silent, tying up refund reserves and leaving customers confused weeks later. This proactively clears the backlog.
How it works
- 1A daily schedule triggers the flow.
- 2Postgres is queried for RMAs that are approved, have a label, have no shipment scan, and expire within a few days.
- 3A logic step splits records into a first-reminder group and a final-notice group based on days remaining.
- 4Each customer gets an Intercom message reopening their thread with their label link and deadline.
- 5A backup reminder email is sent through Gmail, and the RMA record is stamped with the nudge count and timestamp.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect IntercomConversations, contacts, articles.
- 3Connect GmailRead, draft, send, label.
- 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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