Hey @Sarah Murray! Emily here from Support Engineering at Intercom 👋🏼
You can automate internal follow-up actions in Intercom using Workflows triggered by tags applied in a Series. Here’s how you might set this up! 👇
Create a Workflow by going to AI & Automation > Workflows and clicking + New workflow.
Set the trigger to when a person is tagged (e.g., when your Series applies the tag after the message encouraging a call).
Add actions in the Workflow to:
• Assign the conversation to a specific teammate or team for follow-up.
• Optionally, tag the conversation or person for tracking.
• You can also add a note or use other actions as needed.
This process allows you to route follow-up tasks to your team automatically when a customer reaches a certain point in your Series and hasn’t booked a call.
Hope this helps Sarah! ☺️
Hey @Emilygav ,
Thank you for getting back to me however there doesn’t appear to be an option for me to start a workflow based on when a person is tagged unless I’m being silly. These are the only options I have:
