CUSTOMER SUPPORT
Negative VIP CSAT to Owner Callback Scheduler
When a VIP submits a low Intercom CSAT rating, drafts a recovery note with an LLM and books a callback on the account owner's Google Calendar within their working hours.
How it runs
The automated pipeline, trigger to output.
- TriggerLow Intercom CSAT rating submittedIntercom
- ActionResolve VIP and owner in AttioAttio
- LogicFilter to VIP accounts below CSAT threshold
- ActionDraft recovery talking points with OpenAIOpenAI
- ActionBook callback on owner's Google CalendarGoogle Calendar
- OutputSend Slack heads-up to the ownerSlack
What it does
Closes the loop on a bad rating before it becomes churn. A low CSAT from a VIP automatically generates a tailored service-recovery talking-points note and puts a callback on the owner's calendar so the save actually gets scheduled.
When to use it
Use this when post-conversation survey scores are your earliest churn signal for strategic accounts and you want a human conversation, not an automated apology email, to follow a bad score.
How it works
- 1A low Intercom CSAT rating from a customer fires the trigger.
- 2The contact is matched in Attio to confirm VIP status and resolve the account owner.
- 3A filter passes only VIP accounts with a rating at or below the negative threshold.
- 4OpenAI drafts service-recovery talking points from the conversation and the reason given.
- 5A callback event is created on the owner's Google Calendar inside their working hours, with the talking points in the event body.
- 6A Slack heads-up is sent to the owner confirming the booked save call as the final output.
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 OpenAIModels, embeddings, files.
- 4Connect Google CalendarEvents, attendees, availability.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Customer Support workflows
Flag Live Intercom Chats With No Help Article and Alert Slack
When an Intercom conversation closes, checks whether the customer's question is already covered by a help article.
CEO Agent: Mine Last Month's Tickets and Publish a Deflection Plan
Monthly, an agent investigates the top recurring Zendesk ticket themes, drafts and publishes the highest-confidence help articles to ReadMe.
Mine a Discord Support Channel for Recurring Questions to Document
On a daily schedule, scans a Discord support channel for questions the community keeps asking, deduplicates against existing ReadMe docs.
Daily VIP Sentiment Digest for Account Owners
Each morning, pulls the prior day's Intercom conversations for VIP accounts, summarizes the overall mood per account with an LLM.
VIP Reply Sentiment Watcher with Account-Owner Escalation
Scores every inbound Intercom reply from a VIP customer for frustration and, when it crosses the anger threshold, pings the account owner in Slack with the conversation link…
Frustrated VIP Reply to Linear Escalation Ticket
When a VIP customer's Intercom reply reads as angry, opens a prioritized Linear issue with the conversation transcript, sentiment score, and account owner assigned.
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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