CHATBOTS
Intercom Bot That Re-Engages Stalled Trials and Offers a Setup Call
On a daily schedule, finds trial users who opened a chat but went quiet mid-setup, sends a personalized Intercom nudge.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires the re-engagement sweep
- ActionFind stalled onboarding conversations in IntercomIntercom
- LogicFilter to active trials with no booked call
- ActionDraft personalized re-engagement nudgeOpenAI
- ActionPost nudge into each Intercom threadIntercom
- OutputBook Zoom call on calendar and confirm for acceptorsZoom
What it does
Not every onboarding stalls loudly — most just go silent. This workflow runs daily, pulls Intercom conversations that stopped without a resolution during a setup discussion, and proactively reopens each one with a short, context-aware nudge. If the user says yes, it books a Zoom setup call on the next available calendar slot.
When to use it
Use this to recover the "abandoned mid-setup" segment that pure intent triggers miss. It's a scheduled sweep rather than a live listener, so it catches users who left and never came back on their own.
How it works
- 1A daily schedule kicks off the sweep.
- 2Intercom is queried for conversations that stalled during onboarding in the last 72 hours.
- 3A logic step filters to users still inside their trial window with no booked call.
- 4OpenAI drafts a personalized re-engagement message referencing where they got stuck.
- 5The nudge is posted into each Intercom thread with an offer to book.
- 6For users who accept, a Zoom call is created on the next open Google Calendar slot and confirmed in-thread.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ZoomMeetings, recordings, transcripts.
- 4Connect Google CalendarEvents, attendees, availability.
- 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.