1.Detect new closed conversation
Integrate Intercom and conversation tracking tools to detect conversation close events and capture AI CX inputs.
Send CX ratings to team chat and update records
Automatically monitor new closed conversations across Intercom, Zapier Tables, and Slack. Create and update when conversation ratings populate, records match, or rating remarks appearβso you can update support records, post CX alerts, and route triage without manual chasing updates.
How this automation accelerates CX triage for support teams
When closed conversations leave CX ratings scattered across inboxes and tools, delays slow triage and action. This automation captures AI ratings from Intercom, finds and updates records in Zapier Tables, and posts team chat messages in Slackβso your team can respond faster.
Intercomor swap with your favorite app
2.Find record in Zapier Tables
Integrate Zapier Tables and spreadsheet lookups to match the conversation id and locate the support record.
Zapier Tablesor swap with your favorite app
3.Wait for AI fields to populate
Integrate Delay by Zapier and automation timing tools to wait briefly so AI rating fields recheck reliably.
Delay by Zapieror swap with your favorite app
4.Fetch conversation rating details
Integrate Intercom and AI fields access to pull the latest conversation data and retrieve rating and remark.
5.Update record with rating and remark
Integrate Zapier Tables and database updates to write AI rating and remark back to the matched record.
6.Send CX message to ops channel
Integrate Slack and team chat workflows to post a routed CX message with the score and remark for triage.
Slackor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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