CRM
Tag Intercom Conversations as Expansion or Risk Signals in Attio
Classifies each closed Intercom support conversation as an expansion opportunity, churn risk, or neutral.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation closedIntercom
- ActionFetch full conversation threadIntercom
- ActionClassify intent: expansion / risk / neutralOpenAI
- LogicDrop neutral or low-confidence results
- ActionMatch company by domain in AttioAttio
- OutputWrite intent verdict + rationale to Attio recordAttio
What it does
Every time a support conversation closes in Intercom, this workflow reads the full transcript and decides whether the customer is showing buying intent (asking about higher tiers, seat counts, new use cases), churn risk (frustration, cancellation language, repeated failures), or neither. The verdict, a confidence score, and a one-line rationale are written back to the company's record in Attio so revenue and CS teams see signal where they already work.
When to use it
Use it when support volume is too high to triage by hand and your CRM has no visibility into what customers actually say. Ideal for CS and RevOps teams running expansion and retention motions off Attio.
How it works
- 1An Intercom conversation closes and fires the trigger with the conversation ID.
- 2The full message thread is pulled from Intercom, including tags and the assigned teammate.
- 3An LLM classifies the thread into expansion / risk / neutral with a confidence score and rationale.
- 4A branch drops neutral, low-confidence results so the CRM only gets meaningful signal.
- 5The matching company in Attio is found by domain and its intent fields are updated.
- 6The structured verdict is confirmed on the Attio record as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.