CHATBOTS
Proactive onboarding nudge for users stuck on a step
On a schedule, finds users who started but stalled on an onboarding step in Postgres and sends each a proactive Intercom message with the exact doc walkthrough for that step.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled stuck-user check
- ActionQuery stalled users from PostgresPostgres
- LogicSkip users nudged recently
- ActionFetch step walkthrough from CodaCoda
- ActionPersonalize nudge messageOpenAI
- OutputSend proactive Intercom messageIntercom
What it does
Instead of waiting to be asked, this coach reaches out. It checks your onboarding-progress table for users who have been stuck on the same setup step for too long, looks up the feature doc for that specific step, and sends each one a tailored, friendly in-app message that walks them through finishing it.
When to use it
Use it to recover trial users who abandon a multi-step setup partway through. It is ideal when activation depends on completing a known sequence and silence usually means a user is blocked, not uninterested.
How it works
- 1A scheduled run starts the check, for example every few hours.
- 2Postgres is queried for users whose current onboarding step has not advanced past a threshold.
- 3A filter drops users who already received a nudge recently to avoid spamming.
- 4The feature doc for each user's stuck step is retrieved from Coda.
- 5OpenAI personalizes a short walkthrough message per user.
- 6Each nudge is sent proactively as an Intercom in-app message.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect CodaDocs, packs, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect IntercomConversations, contacts, articles.
- 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.