CHATBOTS
Onboarding coach that logs doc gaps for the docs team
Answers in-app onboarding questions from docs and records every question, the doc used, and the confidence into Postgres so you can find which features are under-documented.
How it runs
The automated pipeline, trigger to output.
- TriggerNew in-app onboarding messageIntercom
- ActionRetrieve matching doc from CodaCoda
- ActionDraft answer with topic and confidenceOpenAI
- ActionLog question and match to PostgresPostgres
- OutputReply to the user in IntercomIntercom
What it does
Every answer the coach gives becomes data. Alongside replying to the user, this workflow writes a structured row to Postgres for each question: the user's text, which feature doc was matched, the confidence, and whether an answer was sent. Over a week you get a ranked list of the topics your docs fail to cover.
When to use it
Use it when you want the onboarding bot to also drive your documentation roadmap. The accumulating table tells your docs team exactly which features generate the most unanswered or low-confidence questions, so they fix the gaps that hurt activation most.
How it works
- 1The Intercom trigger fires on each new in-app onboarding message.
- 2The closest feature doc is retrieved from Coda.
- 3OpenAI drafts the answer and returns the matched topic and a confidence score.
- 4A row capturing question, matched doc, confidence, and timestamp is inserted into Postgres.
- 5The grounded answer is delivered back to the user in Intercom.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect CodaDocs, packs, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 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.