CHATBOTS
In-app onboarding coach answering from feature docs
When a new user messages your in-app chat, this answers their how-do-I question by retrieving the matching feature doc and replying in Intercom with cited steps.
How it runs
The automated pipeline, trigger to output.
- TriggerNew in-app message in IntercomIntercom
- LogicKeep onboarding how-to questions only
- ActionRetrieve matching feature doc from CodaCoda
- ActionDraft grounded step-by-step answerOpenAI
- OutputReply in the Intercom conversationIntercom
What it does
Turns inbound in-app chat messages into accurate, doc-grounded answers. When a new or trialing user asks how to do something, the coach finds the most relevant feature documentation, drafts a concise step-by-step reply, and posts it back into the same Intercom conversation with a link to the source article.
When to use it
Use it when first-week users flood your support inbox with the same setup questions and you want fast, consistent answers that come straight from your real docs instead of an agent's guesswork. Best for product-led teams with a documented feature set.
How it works
- 1An Intercom conversation event fires when a user sends a new message.
- 2A filter keeps only how-to or setup questions from users in their onboarding window, dropping billing or bug reports.
- 3The matching feature doc is pulled from your Coda knowledge base by semantic match on the question.
- 4OpenAI drafts a short, grounded answer using only the retrieved doc text, with steps and the article link.
- 5The reply is posted back into the original Intercom conversation for the user to read instantly.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect CodaDocs, packs, automations.
- 3Connect OpenAIModels, embeddings, files.
- 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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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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