Your team owns the build.
Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.
Explore courses and workshops ↗Customer messaging
Intercom
Intercom
Managed AI Workflows.
Prepare conversation handoffs with the customer's actual question, relevant product context and a clear next owner.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
A conversation transferred between support and sales can lose its original purpose. AI needs to preserve intent without inferring consent or buying readiness.
Help the receiving team act on a verified handoff instead of repeating the conversation.
A WORKFLOW WORTH EXPLORING
Conversation handoff summary
An operator selects a conversation for transfer to another team.
Draft a summary of the request, what has been answered and what remains open. Suggest a destination with a stated reason.
WHERE JUDGMENT BELONGS
Make the review point explicit.
The operator verifies intent, sensitive details and routing. The next owner confirms the handoff.
Work within the real constraints.
Confirm messaging permissions, audience rules and existing automations. A service inquiry must not silently become a marketing enrollment.
Success needs
a useful measure.
Measure repeated questions, incorrect routing, unsupported intent claims and time to ownership acceptance.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhat are you
What are you
working on?
Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.