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Using bots to add Notes


Hello, 

I have configured different types of custom bots. In some cases, I need the bot to create a note on the conversation which tells my agents which resources to check and if they need to call the customer right away. 

I haven’t been able to find the option to add a note in the settings, so I am wondering if that’s possible at all. 

Thank you in advance for your help and guidance!

Cheers

Best answer by Jacob Cox

Hi @Julien !

 

While there is no ‘leave Note’ option in a Bot workflow, there is the option to run a Custom Action in a Bot flow. With a Custom Action you can run a call to Intercom’s or a 3rd party’s API to have it perform a specific action.

In order to automate the leaving of a Note in a Bot, you’d want to create a Custom Action that makes a call to the conversation endpoint of the Intercom API and have it ‘reply to a conversation’ as a Note.

Custom Action in Intercom

Once you set that Custom Action live, you’ll have the option of adding it to your Bot workflow 

Add the Custom Action to a Bot path

Now, when a User goes down that path the Custom Action will make a call to the Intercom REST API and have it ‘reply to a conversation’ with a Note that you pass along in the body of the Custom Action’s request!

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5 replies

Jacob Cox
Intercom Team
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  • Sr. Technical Support Engineer
  • 441 replies
  • Answer
  • May 6, 2023

Hi @Julien !

 

While there is no ‘leave Note’ option in a Bot workflow, there is the option to run a Custom Action in a Bot flow. With a Custom Action you can run a call to Intercom’s or a 3rd party’s API to have it perform a specific action.

In order to automate the leaving of a Note in a Bot, you’d want to create a Custom Action that makes a call to the conversation endpoint of the Intercom API and have it ‘reply to a conversation’ as a Note.

Custom Action in Intercom

Once you set that Custom Action live, you’ll have the option of adding it to your Bot workflow 

Add the Custom Action to a Bot path

Now, when a User goes down that path the Custom Action will make a call to the Intercom REST API and have it ‘reply to a conversation’ with a Note that you pass along in the body of the Custom Action’s request!


Pavel Kozlov
Employee
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Hey folks, we just shipped “Add a note” step in workflows. So now this can be done in a more straightforward way. 

 


  • Author
  • New Participant
  • 1 reply
  • May 10, 2023

Wow thank you @Pavel Kozlov 

That was a quick integration! 


@Pavel Kozlov Hi Pavel, how are you? 

I’m using the “Jira for Tickets” app.

Im modifying one of the default workflows that come with the app, trying to make the workflow add a note to the conversation related to the intercom ticket. 

There is an add note option but the note is added to the Ticket, not the conversation.

Is there an option to do that or should i create a custom action that hits the API?


aykut.aydin
Employee
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  • Customer Support Engineer
  • 104 replies
  • July 11, 2024

Hey @Santiago Alsua 

 

The default workflow that you are using for Jira for Tickets app will only take action on the Ticket and not the conversation.

 

So in this case, yes, using custom action to make an API call to create a note on the related conversation would be the best call. Because you will only be able to add note on the Ticket by using the default workflow in your case.


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