CRM
Log Intercom Intent Classifications to a Postgres Signals Table
On a schedule, pulls recently closed Intercom conversations, classifies each for product intent and sentiment.
How it runs
The automated pipeline, trigger to output.
- TriggerHourly schedule
- ActionFetch conversations closed since last runIntercom
- ActionClassify intent, sentiment, product areaOpenAI
- ActionUpsert rows into Postgres signals tablePostgres
- OutputEmit run summary with counts by intent
What it does
This batch workflow sweeps all Intercom conversations closed since its last run, classifies each one for intent (expansion, risk, support-only, feature request), sentiment, and the product area mentioned, then upserts one row per conversation into a Postgres signals table. The table becomes the durable source of truth that BI dashboards and account-health scores read from, instead of querying Intercom's API every time.
When to use it
Use it when you want analytics-grade history of support intent rather than per-conversation CRM writes — for example to chart expansion-signal volume by segment or feed an account-scoring model.
How it works
- 1A schedule (for example hourly) triggers the run.
- 2Conversations closed since the last watermark are fetched in a batch from Intercom.
- 3Each conversation is classified for intent, sentiment, and product area.
- 4The structured rows are upserted into the Postgres signals table, keyed by conversation ID so reruns are idempotent.
- 5A run summary with counts by intent is emitted as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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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