CUSTOMER SUPPORT

Intercom Reply Pre-Warmer Grounded in Your Help Center

When an Intercom conversation opens, searches your Confluence help center for matching articles and drafts a cited reply as an internal note so agents send accurate answers fast.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Intercom conversation startedIntercomIntercom
  • ActionExtract question and search terms with OpenAIOpenAI
  • ActionSearch Confluence help center for articlesConfluenceConfluence
  • LogicFilter on article relevance threshold
  • ActionDraft cited reply with OpenAIOpenAI
  • OutputPost draft as Intercom internal noteIntercomIntercom

What it does

The moment a customer starts an Intercom conversation, this finds the relevant help-center articles, drafts an answer that quotes them, and leaves it as an internal note. Agents send factual, on-brand replies without hunting through docs.

When to use it

When your support volume is mostly how-to and policy questions already answered in your knowledge base, and you want every draft anchored to a real article rather than the model guessing.

How it works

  1. 1A new Intercom conversation triggers the flow.
  2. 2OpenAI extracts the core question and search terms from the customer's message.
  3. 3Confluence is searched for the top matching help-center articles.
  4. 4A filter checks whether any article cleared the relevance bar.
  5. 5If matches exist, OpenAI drafts a reply citing the articles by title and link; if not, it drafts a clarifying-question reply and tags it for triage.
  6. 6The draft posts as an internal Intercom note for the agent to review and send.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect IntercomConversations, contacts, articles.
  2. 2
    Connect ConfluenceSpaces, pages, blueprints.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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