TICKET MANAGEMENT

Agent-Driven ARR Triage and Reply Drafting for Intercom

On a new Intercom conversation, an agent looks up the account's ARR and history, decides a severity tier and routing, drafts a tier-appropriate first reply.

CategoryTicket Management
Enginepaperclip
Difficultyadvanced
Triggerevent
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Intercom conversationIntercomIntercom
  • ActionGather account ARR and conversation historyIntercomIntercom
  • LogicAgent reasons over impact to set severity and team
  • ActionApply tier and draft first reply in IntercomIntercomIntercom
  • OutputLog decision and rationale to NotionNotionNotion

What it does

This is the reasoning-heavy version of revenue-weighted triage. Instead of a fixed formula, an agent reads the new Intercom conversation, gathers the account's ARR and recent ticket history, judges true business impact, picks a severity and team, and drafts a first response whose tone and urgency match the account's value.

When to use it

Choose this when impact is too nuanced for thresholds alone — a small account hitting a billing outage may matter more than a big account asking a how-to. It fits teams who want a human-reviewable recommendation rather than a silent auto-action.

How it works

  1. 1A new Intercom conversation triggers the agent with the contact and message body.
  2. 2The agent retrieves the account's ARR and recent conversation history to understand context and trend.
  3. 3It reasons over revenue, sentiment, and impact to assign a severity tier and the right team.
  4. 4It applies the tier and assignment back to the Intercom conversation and drafts a matching first reply for an agent to approve.
  5. 5It logs the decision, ARR, and rationale to a Notion triage register for audit and tuning.

Set it up

What you configure once, before turning it on.

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

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