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Suni, the Intercom Agent

Turn Intercom into a customer support powerhouse with an AI agent that handles the routine, so your team can handle the exceptional.


Agent Overview

An Intercom Support Agent revolutionizes customer service by automating interactions, intelligently processing messages, and providing instant answers from your knowledge base. It seamlessly escalates complex issues to human agents via Slack, ensuring no customer query goes unresolved. This AI-powered solution enhances efficiency, reduces response times, and improves overall customer satisfaction, allowing your team to focus on high-value interactions.

Who this agent is for

This agent is ideal for businesses using Intercom to manage customer support and seeking to improve efficiency and customer satisfaction. It's particularly beneficial for companies experiencing high volumes of support requests, those looking to provide 24/7 support coverage, and organizations aiming to reduce response times and free up human agents for complex issues. Whether you're a fast-growing startup or an established enterprise, this agent can streamline your Intercom workflow and enhance your customer support capabilities.

How this agent makes Intercom support easier

Automate responses to common questions

Instead of manually answering repetitive queries, this agent automatically responds to frequently asked questions using your existing knowledge base. This frees up your human agents to focus on more complex and nuanced issues.

Prioritize and route conversations intelligently

The agent analyzes incoming messages and automatically categorizes them based on topic and urgency. It then routes conversations to the appropriate team or agent, ensuring that each issue is handled by the right person.

Provide 24/7 support coverage

This agent provides round-the-clock support, even when your human agents are unavailable. This ensures that your customers always have access to assistance, regardless of the time of day or their location.

Benefits of AI Agents for Intercom Support

What would have been used before AI Agents?

Before AI agents, Intercom support relied heavily on human agents manually triaging and responding to each customer inquiry. This often led to long wait times, especially during peak hours, and required significant staffing resources. Knowledge base articles were available, but customers often struggled to find the right information, leading to frustration and increased support ticket volume. The process was reactive, resource-intensive, and prone to inconsistencies.

What are the benefits of AI Agents?

AI agents transform Intercom support by providing instant, personalized assistance to customers. They automate responses to common questions, freeing up human agents to focus on complex issues. The agents intelligently route conversations to the appropriate team, ensuring efficient resolution. They also provide 24/7 support coverage, improving customer satisfaction and reducing response times. By leveraging AI, businesses can scale their Intercom support operations without significantly increasing headcount, leading to cost savings and improved efficiency. The shift is from reactive firefighting to proactive, data-driven customer support.

Traditional vs Agentic Intercom Support

Traditional Intercom support involves manually managing conversations, relying on human agents to answer questions and resolve issues. This can be time-consuming and resource-intensive, especially during peak hours. Response times can be slow, and customer satisfaction may suffer as a result.

Agentic Intercom support, on the other hand, leverages AI to automate many of these tasks. The AI agent can instantly answer common questions, route conversations to the appropriate team, and even proactively offer assistance to customers. This leads to faster response times, improved customer satisfaction, and reduced workload for human agents. The AI agent works alongside human agents, augmenting their capabilities and allowing them to focus on more complex and strategic tasks.

Tasks that can be completed by an Intercom Support Agent

An AI-powered Intercom support agent can handle a wide range of tasks, freeing up your human agents to focus on more complex and strategic issues. Here are some examples:

  • Answering Frequently Asked Questions: The agent can instantly answer common questions about pricing, features, shipping, and other topics, drawing from your knowledge base.
  • Troubleshooting Common Issues: The agent can guide users through step-by-step instructions to resolve common problems, such as password resets or account setup.
  • Providing Order Status Updates: The agent can provide real-time updates on order status and tracking information.
  • Routing Conversations to the Right Team: The agent can analyze incoming messages and route them to the appropriate team or agent based on topic and urgency.
  • Collecting Customer Feedback: The agent can proactively solicit feedback from customers after interactions.
  • Scheduling Meetings: The agent can integrate with your calendar to schedule meetings and demos.
  • Qualifying Leads: The agent can ask qualifying questions to identify potential leads and route them to the sales team.
  • Handling Basic Account Management Tasks: The agent can assist with tasks such as updating contact information or changing subscription plans.

Things to Keep in Mind When Building an Intercom Support Agent

Building an effective AI-powered Intercom support agent requires careful planning and execution. Here are some key considerations:

  • Define Clear Goals: What do you want to achieve with your AI agent? Are you looking to reduce response times, improve customer satisfaction, or free up human agents for more complex tasks? Defining clear goals will help you focus your efforts and measure your success.
  • Build a Comprehensive Knowledge Base: Your AI agent is only as good as the information it has access to. Invest in building a comprehensive and well-organized knowledge base that covers all the common questions and issues your customers face.
  • Train Your Agent Effectively: Train your AI agent on a wide range of scenarios and use cases. Provide it with plenty of examples of successful and unsuccessful interactions.
  • Integrate Seamlessly with Your Existing Systems: Ensure that your AI agent integrates seamlessly with your existing Intercom setup and other relevant systems, such as your CRM and order management system.
  • Monitor and Optimize Performance: Continuously monitor the performance of your AI agent and make adjustments as needed. Track key metrics such as response times, resolution rates, and customer satisfaction scores.
  • Provide a Smooth Handover to Human Agents: Ensure that your AI agent can seamlessly escalate complex issues to human agents when necessary. Provide human agents with all the relevant context and information so they can quickly resolve the issue.
  • Maintain a Human Touch: While AI can automate many tasks, it's important to maintain a human touch in your customer support interactions. Train your AI agent to be polite, empathetic, and helpful.

The Future of AI Agents in Intercom Support

The future of AI agents in Intercom support is bright, with advancements promising even more personalized and efficient customer experiences. We can expect to see:

  • Deeper Personalization: AI agents will become even better at understanding individual customer needs and preferences, providing highly personalized responses and recommendations.
  • Proactive Support: AI agents will proactively identify and address potential issues before they escalate, improving customer satisfaction and reducing support ticket volume.
  • Enhanced Natural Language Processing: AI agents will be able to understand and respond to more complex and nuanced language, making interactions feel even more natural and human-like.
  • Seamless Integration with Other Channels: AI agents will be able to seamlessly integrate with other communication channels, such as email, phone, and social media, providing a consistent customer experience across all touchpoints.
  • Predictive Analytics: AI agents will use predictive analytics to anticipate customer needs and proactively offer assistance, further improving customer satisfaction and loyalty.
  • AI-Powered Agent Augmentation: AI will not only automate tasks but also augment human agents by providing real-time insights, suggestions, and assistance during complex interactions.

Frequently Asked Questions

How does the AI agent integrate with my existing Intercom setup?

The AI agent integrates seamlessly with your Intercom account via API. It can access your knowledge base, conversation history, and other relevant data to provide personalized and accurate responses.

Can I customize the AI agent's responses?

Yes, you can customize the AI agent's responses to align with your brand voice and messaging. You can also create custom workflows and rules to handle specific scenarios.

What happens if the AI agent can't answer a question?

If the AI agent can't answer a question, it will automatically escalate the conversation to a human agent. The human agent will receive all the relevant context and information so they can quickly resolve the issue.

How much does the AI agent cost?

The cost of the AI agent varies depending on the features and usage you require. Contact us for a personalized quote.

Is the AI agent secure?

Yes, the AI agent is secure. We use industry-standard security measures to protect your data and ensure the privacy of your customers.

Use-Cases

This agent streamlines customer support operations by handling routine inquiries through Intercom. It can process support tickets, manage conversation statuses, extract questions from text and video content, and maintain a growing knowledge base. The agent is particularly valuable for teams looking to scale their support operations while maintaining consistency in response

Tools

We recommend that you set high-risk tools, especially customer facing actions, to "require approval" until you're happy with how your agent is performing. Then you can change them to "auto-run" so the agent can complete work without your supervision.


📚

Retrieve knowledge

Searches through the existing knowledge base to find relevant answers to customer queries. It helps ensure consistent and accurate responses across all support interactions.

Build or use this tool ->


💾

Save answer to knowledge

Adds new support answers to the knowledge base, enabling the continuous improvement of the agent's response capabilities and maintaining an up-to-date support documentation system.

Build or use this tool ->


🎥

Summarise Loom video

Extracts and processes information from Loom video links shared in conversations, making it easier to understand and respond to video-based communications.

Build or use this tool ->


Agent Settings

These are the settings we used to configure this agent. Every setting is completely customisable. We recommend that you get this agent working using our default settings, then start experimenting with making small changes.

Create & Configure an agent ->



AGENT NAME

Suni, the Intercom Agent

AGENT DESCRIPTION

Turn Intercom into a customer support powerhouse with an AI agent that handles the routine, so your team can handle the exceptional.

INTEGRATIONS (Trigger, connections, escalations)

This agent requires integration with Intercom for message handling and Slack for escalations. Connect your Intercom account to enable message processing and ensure Slack notifications are properly configured for escalation scenarios.

LANGUAGE MODEL

GPT-4 (recommended for optimal comprehension and response generation)

CORE INSTRUCTIONS

Whenever you receive intercom message data, do the following:

If the intercom object has an open_or_closed status of "closed", tag the conversation with "Closed", then terminate task. Make sure there is an upper case C at the start.

If the intercom object has an open_or_closed status of "open", and there is a conversation tag called "Closed", delete the "Closed" label with the Save Answer to Knowledge tool.

You must always follow the steps below every time you receive a new intercom event, especially when there is a prior conversation history. Treat each new event as a whole new workflow.

1. Retrieve conversation history

Run Retrieve Knowledge so that support team can view an easier to read version of the message if they need to. Do not continue until you have run this. Return the results of this tool verbatim.

Please make sure that the intercom conversation ID is correct too based on the newest intercom message. If this tool fails more than once, continue without retrieving the conversation history.

Everytime you use this tool, you must complete the rest of the flow too:

2. Extract questions
  1. Retrieve the most recent user message from the conversation history.
  2. If there is a loom video link in the most recent user message (it must have the word 'loom' in the url), run Summarise Loom Video. If the tool fails, try one more time then escalate to slack if still unsuccessful. If the tool is successful, label the conversation with "Watch video".
  3. Extract any questions from the most recent user message or loom video if there were any. If there is a loom video, only extract questions from that not the previous messages.
  4. Decide what the users goal is and what exactly they need help with.
  5. The question should ask that as directly as possible.
  6. Make sure that each question provides enough context for a support agent to be able to answer without reading the original message, it should explain what the problem they need help with is.

This is critical: Make sure that the question summarises the problem so that it can be used to retrieve potential answers from a knowledge table. Someone who cannot see the original message should be able to read the question and figure out what they need to do to help.

Return "No questions" if none have been identified in the most recent message. Double-check that it's only from the most recent message.

3. Identify actions

Identify actions that can be taken from the message, based on the following options:

  • Refund
  • Upgrade
  • Downgrade to paid (Team or Business plan to Pro or Team plan)
  • Cancel plan (Any plan (e.g. Pro, Team, Business to Free plan)
  • Invoice
  • Buy credits
  • Delete account (delete account, this is not the same as cancel plan)

You must not under any circumstances make up an action. For each action you have identified, Save Answer to Knowledge with the action name. Do not continue until you have done this for each action if there are any.

Return "No actions" if none have been identified in the most recent message.

If an action is needed, immediately escalate for a human to complete the action. If there are multiple actions, include them all in your escalation message. Do not move forward until you have done this.

4. Retrieve knowledge

For each question you have extracted, run Retrieve Knowledge. Double-check that you have done this for every question. Do not continue without running this at least once. The only exception to this is: Do not try and Retrieve knowledge at all if the only question can be solved by one of the actions. Instead, do that action.

If you don't receive any information, try a different related question. Do this a maximum of two times per question.

Return "No info" If you don't receive an answer from Retrieve knowledge for a query after running it a maximum of two times.

5. Check if there is a reply

If there is no suggested reply in the report, Save Answer to Knowledge with the original user message as the question, and the following answer:

""" ANSWER NEEDED (this will be saved to knowledge for future use) """

Do not under any circumstances try to compose a reply if there is no relevant information.

Once an answer is saved to knowledge, use it verbatim as the reply and Save Answer to Knowledge. Make sure to use the answer as provided by the user, not the placeholder (ANSWER NEEDED etc.). Do not change the message. Do not add modifications or salutations to the newly saved answer. Do add new lines to make the message easier to read. Then terminate task.

Tag the conversation with "Add to knowledge" only after successfully saving a new question and answer.

6. Reply to message

Never terminate conversations of your own accord, if you're unsure, escalate to slack. If there are no questions or actions or relevant knowledge, escalate to slack. I repeat, never terminate tasks unless they have been closed.

Full list of configurable agent settings ->


Use your agent

To get started with Suni, ensure you have properly connected your Intercom account and configured Slack for escalations. The agent will automatically process incoming Intercom messages, manage conversation statuses, and handle support queries based on its knowledge base.

The agent is designed to be autonomous while maintaining safety through human oversight. It will escalate to human support staff when necessary and continuously learn from new interactions to improve its knowledge base.

Monitor the agent's performance through the "Add to knowledge" and "Watch video" tags to track new additions to the knowledge base and video interactions. Regular review of escalated conversations can help identify areas where the knowledge base needs enhancement.

Use this template
Share your work on Discord ->