CHATBOTS
Intercom Self-Serve Bot That Answers from Docs Before Offering a Call
Answers onboarding questions in Intercom from your knowledge base via RAG, and only when it can't confidently resolve the question does it offer a booked Zoom activation call.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Intercom onboarding question receivedIntercom
- ActionRetrieve relevant passages from help docsConfluence
- ActionCompose answer and self-score confidenceOpenAI
- LogicBranch on answer confidence
- ActionCreate Zoom call when confidence is lowZoom
- OutputReply in Intercom with answer or call offerIntercom
What it does
This bot deflects the easy questions and reserves human time for the hard ones. Every inbound Intercom onboarding question is answered using retrieval over your help docs. The bot grades its own answer confidence — high-confidence answers ship directly, while low-confidence or repeated questions trigger an offer to book a live Zoom call.
When to use it
Use this when most onboarding questions are answerable from docs but a meaningful tail genuinely needs a human. It keeps the call calendar reserved for users who actually need it instead of every "how do I..." message.
How it works
- 1A new Intercom onboarding question fires the trigger.
- 2Relevant doc passages are retrieved from your Confluence space.
- 3OpenAI composes an answer and self-scores its confidence.
- 4A logic branch sends confident answers straight back to Intercom.
- 5When confidence is low, the bot apologizes for the gap and offers a call.
- 6On acceptance, a Zoom meeting is created and posted into the thread; the conversation is tagged for the success team.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect ZoomMeetings, recordings, transcripts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.