TICKET MANAGEMENT

Agent-Driven Triage that Merges Duplicate Intercom Issue Themes

A CEO-driven agent reviews newly formed Intercom theme clusters, decides which are genuine duplicates of existing themes versus net-new, merges the duplicates in Postgres.

CategoryTicket Management
Enginepaperclip
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule wakes triage agent
  • ActionLoad borderline-similar theme pairsPostgreSQLPostgres
  • ActionRead sample conversations per pairIntercomIntercom
  • LogicAgent decides merge, keep, or split
  • ActionMerge themes and close duplicate Linear issueLinearLinear
  • OutputPost reconciliation log to SlackSlack

What it does

Uses an agent to do the judgment work that pure similarity scoring gets wrong — deciding when two clusters are really the same issue, merging them, and consolidating their Linear tickets so the canonical theme list stays trustworthy.

When to use it

Use it when automated clustering produces near-duplicate themes ("login fails" vs "can't sign in") that a human would obviously merge. The agent applies that reasoning continuously instead of letting theme drift accumulate.

How it works

  1. 1A daily schedule wakes the triage agent.
  2. 2The agent loads candidate theme pairs flagged as borderline-similar from Postgres.
  3. 3It reads representative Intercom conversations for each candidate pair to understand the actual issue.
  4. 4Using judgment, the agent decides merge, keep-separate, or split for each pair.
  5. 5For merges, it consolidates fingerprints and counts in Postgres and closes the redundant Linear issue as a duplicate, redirecting links to the survivor.
  6. 6The agent posts a short reconciliation log of every decision and merge to Slack for human oversight.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect PostgresAny Postgres URL — query, write, migrate.
  2. 2
    Connect IntercomConversations, contacts, articles.
  3. 3
    Connect LinearIssues, projects, cycles, triage.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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