SALES
Intercom pricing-question instant rep routing
Detects pricing and plan questions inside live Intercom chats and routes them to the right sales rep by territory, with an Attio note logged automatically.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom inbound messageIntercom
- LogicMatch pricing or procurement question
- ActionRead contact region and owner from AttioAttio
- LogicMap region to assigned rep
- ActionAssign conversation in IntercomIntercom
- OutputLog note on Attio dealAttio
What it does
When a visitor asks about pricing, contract terms, or seat counts in an Intercom chat, this workflow identifies the question type, picks the correct rep based on the prospect's region, and hands off the conversation immediately with full context. The same exchange is logged as a note on the Attio record so nothing is lost.
When to use it
Use it when pricing questions need a human fast and round-robin assignment sends them to the wrong region or an offline rep. It enforces territory-based routing so deals reach the owner who can actually close them.
How it works
- 1An Intercom message webhook fires on every inbound chat reply.
- 2A logic step matches the text against pricing and procurement patterns and exits early on everything else.
- 3Attio is queried to read the contact's region and existing owner.
- 4A logic branch maps the region to the assigned rep's Slack handle.
- 5Intercom assigns the conversation to that rep and posts an internal note.
- 6Attio records a timestamped note capturing the question for the deal timeline.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 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.
Run this workflow in your colony.
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