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Automate simple processes, offer proactive support and engage your customers with Intercom's Custom Bots

  • 428 Topics
  • 923 Replies
428 Topics
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darshanhiranandaniNew Participant
asked in Workflows
Darshan Hiranandani : Is there a way to extract the conversation ID in a workflow environment?

Hi Team,I’m working on a project where we need to automatically add a note whenever a customer starts a conversation. The note should include a URL that is based on the conversation ID. For example, if a customer starts conversation 1234, the note should contain a link like example.com/whatever/1234.Currently, it seems that the workflow's “Add a Note” action does not support directly referencing the conversation ID using {{conversation.id}}.Here’s what I’m considering:Custom Action: Creating a custom action that POSTs the conversation ID to an API endpoint, which then responds with the ID. We could store this ID as a custom attribute and use it in the note. Alternative Methods: Exploring other possible solutions to include the conversation ID directly in the note without complex workarounds.Could you provide suggestions on:How to best implement this functionality within the current workflow capabilities? If there’s a simpler or more efficient method to reference the conversation ID in

271
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Intercom Team
3 months ago
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Kyle TNew Participant
asked in Workflows
Spillover Routing When Skills Have No Agents Online

Hi all, I’m trying to solve for a use case where conversations will be routed to other Teams should there be no one available on the desired team. To illustrate: A conversation is opened and should be routed to Team A as per the user’s qualification. However, there is no one available on Team A, but there is an agent available on Team B and thus the conversation is routed to Team B instead. I’m aware that Balanced assignment supports a Primary & Secondary inbox, however this doesn’t work for us in this exact case due to our volume. We aren’t currently in a place where we’d like to limit the amount of conversations an agent may have concurrently, but we do like the balanced distribution of conversations the Balanced inbox provides. Given that we aren’t limiting the amount of conversations an agent can have (and our queues are always at 0), my thinking is that conversations will start to get routed to the Secondary skills at the wrong times and end up causing more bad than good. Has

683
K
3 months ago
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SinaMNew Participant
asked in Workflows
Jira For Ticket 401 error

HelloThere is bug in the integration,Sometimes tickets fail creating with Unauthorized error from jira It seems the intercom is using a wrong/expired header token while sending request to jira I attached here the screenshots  

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3 months ago
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Anthony GuevaraNew Participant
asked in Workflows
Workflow Trigger: "When a teammate changes the state of a conversation" - does this include Fin?

If we set up a workflow with the “When a teammate changes the state of a conversation" trigger, will that include conversations that FIN helps resolve? 

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Intercom Team
3 months ago
Plamen Hristanov
Plamen HristanovNew Participant
asked in Workflows
How to prevent users from bypassing workflows via Fin AI

Hey everyone,We recently changed the way we provide support to our users. We provide ticket support to Free Subscription users and Chat Support to our Paid users.What we did is that we created two workflows for each type of users but we wanted to keep Fin AI as a first instance of support because we have around 30 % resolution rate.So we have two similar workflows with the only difference that in one we are converting the chats to tickets automatically. They look like this.  However, now we are facing an issue where a lot of users are abusing the bot by typing “Speak to human”, “Talk to agent” or similar which leads to a scenario where the bot is bypassing the workflows and it’s directly transferring this to a Customer Support agent which is not intended. In the workflows we have different paths where we use tagging and this bypass of the workflows is breaking the data.Here are some examples that I can show:User is typing “Agent please”, the AI is completely ignoring the workflow, asks

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Plamen Hristanov
3 months ago
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Brittany McGarrNew Participant
asked in Workflows
Ruby/Rails Gem Can't Save Contact: (Intercom::BadRequestError)

Identical to this issue but with new, Ruby flavor! :I updated the gem and made sure the SDK is set up for the latest version of the API (2.11), but I still get an issue with saving the created contact. I tried pulling the contact by ID, just to be sure it exists before the save. Sure enough, it’s there and in the dashboard but won’t update. Did anyone ever figure out a way around this?I’m using Rails 6.1.4, and the latest Intercom gem.

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3 months ago
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darshanhiranandaniNew Participant
asked in Workflows
Need Assistance with Automatically Closing Conversations Using Workflows

Hi Team,I’m Darshan Hiranandani, in the process of migrating our rules for automatically closing conversations) to the new workflow settings. However, I’m having trouble finding an appropriate action to close conversations within the new workflow configuration.Has anyone worked with workflows to automate conversation closures? If so, could you provide guidance on how to set this up or suggest an action that might be used for this purpose?Your insights or suggestions on how to achieve this would be greatly appreciated.Thanks in advance for your help!Best regards,Darshan Hiranandani

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Nathan Sudds
Expert User ✨
3 months ago
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Quentin GaspardNew Participant
asked in Workflows
Attach contact to company then convert to ticket

Hello,In my workflow, when a contact sends a message, I would like to link the contact to a company and then convert the conversation into a ticket associated with that company. If I understand correctly, as long as the contact is linked to a single company, the ticket should automatically be associated with that company and, consequently, appear in the company's Ticket Portal.Here is my current workflow:Here’s a snippet of my custom action, which is functioning as intended:const contactRequest = await fetch( `https://api.intercom.io/contacts/${req.params.contactid}/companies`, { method: "POST", headers, body: JSON.stringify({ id: companyId }), } );However, even though my contact is correctly linked to the company after the custom action, the ticket is still not being assigned to that company. Do you have any idea why this might be happening? Thank you.

281
mateusz.leszkiewicz
Intercom Team
3 months ago
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Henry HertogheNew Participant
asked in Workflows
Assign tickets to a a specific enterprise

Hello, We are looking for a solution to assign a conversation to a specific enterprise based on the incoming email address.E.g. our incoming email address is support@… . We saw that we cannot use alias as other incoming email address but that support+companyname@… is working.We would like to create a workflow that will convert the conversation to a ticket and assign the ticket to “companyname”.This seems not possible today.How can we make this work ?Thanks

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3 months ago
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User446New Participant
asked in Workflows
How can I target a custom bot by page?

I setup a custom bot on a sub-page of my website.  A visitor to the main webpage can click on a link that opens the subpage in a new tab. Then if they click on a CTA button on the sub-page, the custom bot launces. All works fine on the subpage as it should, but I see that if I go back to the main webpage (still open) the bot is open there aswell.  I only want the bots to launch on the sub page. How can I fix this?

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3 months ago
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darshanhiranandaniNew Participant
asked in Workflows
Darshan Hiranandani : What methods are available to access the conversation ID in a custom action?

Hi team,I’m Darshan Hiranandani, working on a custom action that triggers a webhook whenever a new message is received. I need to include the conversation ID in the request payload, but I’m running into an issue.In the action builder, it mentions that "You can use the selector ({...}) to pass Intercom attribute values in your request body." However, I’m not seeing any "Conversation attributes" available for selection.Does anyone have experience with this or know how to add the conversation ID to the request payload? Any guidance on how to access and include the conversation ID would be greatly appreciated!Thanks for your help!Best,Darshan Hiranandani 

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Aleksei O
4 months ago
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Emilie maronNew Participant
asked in Workflows
Intégration Sellsy

Bonjour,  Est-il possible d’intégrer Intercom avec Sellsy ?

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Nathan Sudds
Expert User ✨
4 months ago
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hannah-ffNew Participant
asked in Workflows
How can I disable messenger outside of office hours, then generate a flow to create a ticket instead?

Hi there!I have been toying around and can’t find a solution. My customer support center operates Monday-Friday 3am-7pm ET. I want to disable messenger during this time OR, use Fin AI to create a ticket instead of allowing a conversation (ideal).Has anyone done this successfully? Would love any approach that has worked.Thanks in advance for any ideas!  For context on the approach I tried:I created a workflow When customer sends first message (outside of office hours) > Convert to ticket. Instead of this flow initiating, the bot keeps trying to answer my questions when I send my message. I don’t want that - I want the bot to immediate trigger the ticket workflow. 

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Aleksei O
4 months ago
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Claudio NuñezNew Participant
asked in Workflows
Workflow question

how can I add a step between to steps in a workflow? 

371
Aleksei O
4 months ago
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Nicole BazzinottiNew Participant
posted in Workflows
How to restrict ZipCode to 5 Chars in INterCom Chatbot

How to restrict ZipCode to 5 Chars in INterCom Chatbot

261
mateusz.leszkiewicz
Intercom Team
4 months ago
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LuaneNew Participant
posted in Workflows
Can I set up automatic "reassign replies" only for WhatsApp when a teammate is away? Not for every channel.

Is there a way to reassign just WhatsApp conversations when a team member is absent during office hours? We do not need to reassign conversations from email or other channels, just WhatsApp.

171
mateusz.leszkiewicz
Intercom Team
4 months ago
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MathildeSNew Participant
asked in Workflows
Auto-close a conversation only if there is no reply for user

Hello,I am trying to build a workflow that would automatically close a conversation should the user not reply.Here is the scenario:User contacts us → Workflow triggers if a certain word is contained in the conversation asking the user for more information.The goals we are trying to achieve are:Conversation would automatically closed if the user does not respond within a certain amount of time Should the user respond, the conversation would be assigned to the team ( the workflow triggers would be based on the team so the assignment would be already defined)Would there be any recommendation regarding this ? ( We have tried setting a “customer sends first message” + “ snooze unresponsive conversation based on a conversation tag but it unfortunately does not seem to trigger the snooze unresponsive conversation).Thank you 

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4 months ago
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darshanhiranandaniNew Participant
asked in Workflows
Darshan Hiranandani : What is the process for configuring a workflow to end conversations automatically?

Hi Team,I’m Darshan Hiranandani, currently migrating our existing rules for automatically closing conversations—such as those triggered by spam or notifications—to our new workflow settings. However, I’m having trouble finding an action that supports this feature.Could anyone provide suggestions or guidance on how to set this up? If you have experience with similar configurations or know of any specific actions that might work, your input would be greatly appreciated.Thank you!RegardsDarshan Hiranandani

371
Joseph S.
Super User ✨
4 months ago
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Ops FintocNew Participant
asked in Workflows
Add "Last Teammate Reply" as an Audience Rule in hours

Hello,I have a workflow that triggers a message when a user sends any message out of office hours.The problem is that sometimes a teammate responds to tickets out of office hours, so i would like not to trigger this workflow when this is happening.I noticed that in the audience rules there is one called “Last teammate reply”, that is a conversation attribute, but it can be set only in the scale of the days. So if want to set it like “Last teammate reply was less than 1 hour ago”, I couldn’t do it.¿Is there a way to make this audience rule work in the scale of hours and not days?Thanks in advance

451
Pavel Kozlov
Employee
4 months ago
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Ray ZwankhuizenNew Participant
asked in Workflows
Retype email address in workflow

UPDATE:I got a reply from Intercom. Apparently, the email address is a unique identifier for users. This means you can never change that. Which as a result means that leads that enter the system via Messenger will end up with whatever email address they entered, and we have to manually create new users with the correct information.---I created a workflow where we request some information from possible leads.However, we want them to use their business email address, not some hotmail, gmail or other general mail address.To accomplish this, I have a branch which checks the email domain and if it is one of the non-wanted email domains it will go back to ask for the business email address again and again until it is correct, or the customer decides to leave.To my surprise it seems you're not able to retype an email address once you entered that. All other fields are fine, name, company etc., but someone decided that once you enter an email address, you have to stick with that?Is there a way

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Intercom Team
4 months ago
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LaMintActive User
asked in Workflows
Can I slow down the speed that custom bot bubbles appear to the customer?

i.e. If I have one path, with a message that is split into 3 bubbles, can I delay how fast each of the 3 bubbles shows? they display too quickly and customers often miss the info in the first bubble, esp. on mobile.

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4 months ago
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User1349Connector
asked in Workflows
Fin AI workflow for assumed resolved conversation & negative rating

Hi there, I’m wondering if there is a possibility to create a workflow that will achieve the following? When a conversation is “ assumed resolved” by fin AI - get it re-opened and assign it to an inbox for a human follow-up. By having a human follow-up, I’d like to ensure the answer provided by Fin is what the user was looking for, and I believe it adds a touch to the user experience. It would be even more beneficial when a negative CSAT rating has been provided to the bot by the user. 

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bernice
Intercom Team
4 months ago
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EthanNew Participant
asked in Workflows
Slack Notification with Team Assignment Changes

Hey Intercom Community! I am looking to create a slack automated workflow for any time a new conversation is assigned to a team inbox. Ideally, this slack notification only fires for conversations that are manually re-assigned from one team to other. If the only way to accomplish that is for all conversations, please let me know. I tested this out with the ‘Teammate changes the conversation state’ workflow but this did not work since the conversation status remains ‘open’ during the time the conversation is assigned from 1 team to another. Is it possible to create a slack notification any time a tag is applied to a conversation? we could also use that, but didn’t see how I could set that up.Any recommendations would be appreciated here, thanks and let me know if there are any questions!

371
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5 months ago
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SabihNew Participant
asked in Workflows
Fin not generating answers

I’ve created a Fin AI custom action that calls an API endpoint which returns the following response: {"shiftDate": "2024-09-24","company": "Global Solutions","hourlyRate": "$20.11","location": "https://www.google.com/maps?q=-56.464281,-27.830251"} I have a workflow defined that allows users to type in their questions. However, when I ask:"When is my next shift?" "What's the hourly rate for my next shift?"Fin successfully triggers the custom action, but it doesn't generate an answer. Instead, it says it couldn't find any answer for the question.What am I doing wrong?

331
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5 months ago
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Artur HarutyunyanNew Participant
asked in Workflows
Automatical assign to the specific team

How can I create automatic redirects to a specific command? Currently, I have attempted several methods. I have created two workflows. In one, messages are checked by “Message content is”, “Message content contains”, “Message content contains word”, and if it does, the message is redirected to a specific destination. In the other workflow, a specific field is marked that stores the text "book_here", and if this field is present in a message, it is automatically redirected. However, neither of these methods has worked perfectly.What is the best approach for me to take to ensure automatic transmission of messages? I have only two ways to determine the messages that need to be reassigned to the specific team - this is the field in the dialog that stores the text "book_here" and the text of the message, which is always the same.

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Intercom Team
5 months ago
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