OTHER
Escalate onboarding accounts that go quiet in Intercom
Watches for onboarding customers who stop replying in Intercom for a set number of days and escalates the account to the CSM team with the last message and milestone context.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily inactivity check schedule
- ActionRead onboarding conversations and last replyIntercom
- LogicFilter to silent, still-open accounts
- ActionAttach open milestone from ClickUpClickUp
- OutputPost escalation to CSM channelSlack
What it does
This workflow detects when a customer who is mid-onboarding goes silent — no inbound Intercom message for several days while their implementation is still open — and raises an escalation so a human re-engages before the deal cools.
When to use it
Use it when conversational momentum predicts onboarding success and you want to catch ghosting early. It is built for teams that run onboarding conversations in Intercom and lose accounts to silence rather than to objections.
How it works
- 1A daily schedule triggers the check.
- 2The flow pulls Intercom conversations tagged as onboarding and reads each customer's last inbound reply timestamp.
- 3A branch keeps only accounts past the silence threshold whose onboarding is not marked done.
- 4It cross-references ClickUp to attach the customer's current open milestone for context.
- 5The flow posts an escalation card to the CSM Slack channel with the customer, days silent, last message snippet, and the stuck milestone.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect ClickUpDocs + tasks + chats in one workspace.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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