This recipe will show how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team.
Check out the video walkthrough here on how to set up this workflow.
Step 1: Start a New Workflow
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Go to the Workflows section in your Intercom workspace here.
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Click + New Workflow (usually at the top-right of the screen).
Select Create from scratch.
Step 2: Select Your Trigger
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Choose the Trigger from During Conversation: If customer has been unresponsive.
This Trigger activates the Workflow every time a customer stops replying, not just the first time.
Step 3: Configure Trigger Rules
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Inactivity Timer: Set the inactivity timer to control how long to wait for a response from the customer before the workflow is triggered.
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Audience: Add filters for the conversations if you'd only like the workflow to trigger for certain conversations
This ensures the Workflow only runs if the conversation matches the filters.
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Channels: Select which Inbound channels (e.g., Messenger, Email, WhatsApp) you want this Workflow to apply to.
Step 4: Build the Workflow
You are now in the workflow builder and can add the actions to build out the Workflow. Click the + Add Step button to add an action.
Here's an example of how this workflow could set up.
Start the workflow with a message such as "Just checking if you are still there? Let us know if you need any help"
Add a Wait action that delays further workflow messages. Configure how long the wait time should last and whether this can be interrupted if a teammate or customer replies.
Add a message after the Wait action such as "This conversation will now be closed"and add another action to Close the conversation.
Note:
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When a customer has been unresponsive - workflow will trigger if a customer has been inactive after a teammate reply, for the length of time specified.
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When you start a new conversation from the Inbox - workflow will only trigger if the customer replies and then becomes unresponsive to new messages. However, messages you send from Outbound won’t trigger the workflow at all.
Step 5: Set the Workflow Live
You have now configured the entire workflow. You will see an overview of the trigger and the corresponding action.
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To activate it, simply click the Set it live button.
Your workflow is now active and will follow-up with unresponsive customers.