A promise nobody made
The model offered terms your team does not.
BoldBellowsAn AI workflow for Intercom, for teams that want help from a model without losing control
Intercom AI conversation automation that summarizes chats, tags intent and drafts replies as proposals a teammate approves before anything changes
Intercom AI conversation automation has to start from how Intercom stores a chat: a conversation is a source message followed by comments, internal notes, assignments and state changes, and Fin may have answered before any teammate joined. BoldBellows registers each change with its topic, its assignee and its conversation identifiers, recognizes a repeated topic and conversation ID the moment it arrives, then sends the model a trimmed view of only the parts you approve, validates a structured proposal for a summary, an intent tag, a priority or a suggested reply, and files it with its evidence for a teammate to accept, edit or reject. Nothing reaches the customer or the conversation record until a person has said yes.
View Pricing
From $1,575, billed once.
- Intercom AI conversation automation
- Summaries, tags and reply drafts
- A teammate approves every action
Four things this Intercom AI route gets right
- Eligible chats onlya conversation must match your rule before a model sees it
- Notes stay privateinternal notes are excluded unless you allow them
- Typed answersa proposal passes a schema check before it is stored
- Teammates approveno reply is sent and no tag is changed without a yes
- Reviewable mappingThe field map is documented and signed off before launch
- No meter running$1,575 covers design, build, tests and handover; nothing accrues afterwards
01the unreviewed-model problem
A model that replies in your name can promise what you never offered
Hand a model a live Intercom inbox and it will quote a refund policy you do not have, read a sarcastic comment as praise, or summarize a conversation without the internal note that changed everything. Customers read what is sent under your team's name. Afterward nobody can say which parts of the chat the model saw, and a repeated notification can ask it for the same draft twice.
Intent misread
A joking comment was filed as a cancellation.
Notes leaked into a draft
Internal context appeared in a customer reply.
Intercom chats with a model that drafts and a teammate who decides
Before: writes without a key
- A second delivery makes a second proposal with Intercom AI Conversation
- A model can write straight into the inbox
- Nobody can say what it read or why with Intercom AI Conversation
After: uncertain writes are checked
- The AI conversation workflow recognizes its own work through the conversation ID, the model-run ID and the policy version
- The model drafts and a teammate approves
- Every proposal keeps its inputs, evidence and policy version for Intercom AI Conversation
02how it works
How an Intercom conversation becomes a draft with its evidence attached
An Intercom event becomes a proposal in three stages, each with its own evidence.
- Judge before acting. Before anything is prepared for the AI conversation workflow, the Intercom conversation change is checked against the agreed admission rule.
- Verify, qualify, trim. The signature is checked, the conversation is tested against your eligibility rule, and only the approved parts are prepared for the model.
- Propose, approve, record. The structured answer is checked against your policy, filed with its evidence, confidence and policy version, and applied only after approval.
Intercom facts and AI guardrails behind the design
- Fin may answer first. Intercom's Fin AI Agent can reply to a customer before any teammate joins, so a conversation can already hold automated replies when the route first reads it, and the route never assumes the first reply came from a person.
- Fin is a separate author. Intercom records whether a reply came from Fin, a teammate or the customer, so the route can leave a conversation alone while Fin is still handling it and step in only after a hand-off.
- Replay safety. Because the conversation ID, the model-run ID and the policy version is stored with each record, replaying an event leaves the AI conversation workflow unchanged if the work exists.
03The components
The parts of a governed Intercom AI route, and what each does
The route grows in three steps: Basic, then Branch, then Guardian.
BasicBranchGuardian
Event triage Basic
Looks at each Intercom conversation change and chooses between act, wait and discard, with notes.
Stable identity ledger Basic
Keeps the evidence behind each suggestion next to the Intercom object it concerns.
Approved-fields list Basic
Keeps one reviewed list of fields that may reach the AI conversation workflow and refuses additions without sign-off.
Eligibility gate Branch
Tests each conversation against your rule, its inbox and its state before anything reaches a model.
Conversation-and-run guard Branch
Keys every proposal to the conversation ID and the model run, so a repeated notification returns the proposal already filed.
Policy and approval matrix Branch
Decides, by proposal type and confidence, whether a draft is shown, auto-filed or sent to a named teammate.
Decision register Guardian
Tracks mismatches between Intercom and the AI conversation workflow until someone closes them.
Prompt and policy drift monitor Guardian
Flags a changed prompt, model version or policy before results quietly shift, in the Intercom AI Conversation service.
Operations board Guardian
Gives the team one place to see blocked work between Intercom and the AI conversation workflow.
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04Who it's for
Aimed at IT and internal-help teams using Intercom as a service desk that want to turn long conversations into summaries, intent tags and drafted replies that a teammate accepts, edits or rejects
Intercom holds what customers said and what your team did about it; a model can help read all of that, as long as a person decides what is said next.
Support lead
"Draft for me, do not speak for me."
The model proposes a reply and a teammate edits and sends it.
Security lead
"Know what leaves the inbox."
Only approved parts reach the model, and each request is recorded.
Teammate
"Summarize the long chat for me."
A short summary with the quoted lines it rests on waits at the top of the conversation.
Compliance lead
"Nothing goes out unreviewed."
Customer-facing text waits for the approval step you choose.
Agency owner
"Each client has its own rules."
Policies and approvers are set for each workspace, so nothing crosses clients.
Founder
"I want the speed without the risk."
Eligibility, validation and approval keep the model on a short lead, in the Intercom AI Conversation service.
05Compare
What a Fin setup on its own, a zap and a teammate-approved proposal route each do for the AI conversation workflow
Each can ask a model.
| How a run starts | A model attached to an inbox | A Fin setup with an AI action | Our proposal route for Intercom |
|---|---|---|---|
| What starts the work | An admin on a busy day | Anything the trigger matches | YesOnly changes on your in-scope list |
| How identity is decided | Checked against old notes | A lookup that may return several | YesA decision key made of conversation ID, model-run ID and policy version |
| What reaches the AI conversation workflow | A handwritten note turned digital | The default field set | YesA validated proposal with evidence, confidence and approval state |
| After an uncertain result | An email thread to sort it out | Fails quietly | YesUses the conversation ID, the model-run ID and the policy version to settle what already exists |
A slow event catches up
A late Intercom notice is compared with the stored checkpoint; anything older than the current proposal is closed with a note.
The model drafts a reply to a conversation a teammate has just closed
The draft fails its freshness check against the live conversation state, is marked stale and is never offered to the customer. It searches the AI conversation workflow on the conversation ID, the model-run ID and the policy version, weighs what it finds against the plan and logs the verdict.
The conversation ID, the model-run ID and the policy version links each Intercom record to its the AI conversation workflow proposal for the life of the route.
PricingThe quote reflects proposal types, approvers and policies
Choose the parts of your Intercom AI route, and watch the price build
Basic opens at $1,575.
One setup fee · Range shown first · PDF handover included
View Pricing
Pricing
Build your Intercom AI Conversation Handling price
Pick a package, answer three short questions about how Intercom data should reach AI Conversation Handling, and your price and turnaround move as you choose.
06The process
Six steps to a governed AI route for your inbox
Six steps, named outputs, and a review after go-live.
Choose the decisions
We agree which inboxes and conversation states the model may read, what it may propose and who approves each kind of proposal.
Approve access
We arrange narrow Intercom access, confirm the model provider and its data terms, and settle how decisions are identified.
Agree parts, policy and approvers
The conversation parts the model sees, the policy for each proposal type and the approver for each are written down and signed off.
Try the awkward records
Unusual, incomplete and repeated records are run through a test the AI conversation workflow so the route's answers are known.
Launch with notes
The last step is release: a defined start, a review window and a PDF you can keep.
First-month watch
For Intercom AI Conversation, the opening weeks are monitored for retries, delays and mismatches, and the results are summarized for you.
07Turnaround
How long the AI Conversation Handling packages take
The schedule starts when Intercom access and the approvers are confirmed.
Basic
6 to 10 business days
Branch
10 to 16 business days
Guardian
16 to 24 business days
08Before we start
What we ask of you
Authorization to reach the Intercom objects in scope
An Intercom workspace with a developer app we can authorize, plus the model service you have approved
The Intercom events and object types you want included
Which conversation changes are urgent and which can wait
The current owner of each the AI conversation workflow area the route will write to
Notes on any past problems between Intercom and the AI conversation workflow
09Security and ownership
Access you can revoke, data you can name
Access is limited to the Intercom objects in scope, the model gets a minimized view, and a person approves what changes anything.
Clean separation
Intercom keeps doing what it does and the AI conversation workflow keeps doing what it does; the connection between them is the only new thing.
Scoped, revocable access
Permissions are written down, minimal and reversible.
Allowlist, not blocklist
New fields in Intercom do not flow into the AI conversation workflow until someone adds them to the map on purpose.
Idempotent by design
The same event processed twice gives the same result in the AI conversation workflow, because the conversation ID, the model-run ID and the policy version decides create or update.
Minimal logging
Evidence of a run is kept as references, not as copies of data.
Full handover
The PDF names each rule, credential and owner so your admins are never guessing.
10In their words
What BoldBellows clients say
Verified reviews from operations and finance teams who trust BoldBellows to keep their data moving correctly.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
11FAQ
Intercom AI and governed conversations: questions from support teams
We collected the questions that decide most purchases and answered them.
Do we need this if Intercom already has AI features?
A summary on every conversation is something a zap does well. It does not read only the parts a model should see, validate its structured answer and let a teammate approve every reply or change. If those matter to you, the build is the right fit; if not, we will say a zap is enough.
Can I automate Intercom with AI without it replying by itself?
Yes. The model returns a draft only. Anything customer-facing waits for the approval step you choose, and low-risk proposals can be shown without being applied.
Is this an Intercom AI assistant that replaces Fin?
No. Fin keeps answering what it answers. This route works behind it, summarizing and proposing for your teammates, and it can wait until Fin has handed a conversation over.
What does the model get to read in the Intercom AI Conversation service?
Only the conversation parts on your approved list, such as customer comments and the subject. Internal notes and contact details stay out unless you allow them, and every request is recorded.
What if the model gets it wrong in the Intercom AI Conversation service?
A teammate sees the proposal with its evidence and confidence first, and a rejected one is logged.
Do you offer Intercom AI consulting, or only the build?
Both. We agree the proposal types and policy with you first, then build the route with the model service you approve, and record the model and prompt version on every decision and can change it later.
What happens when Intercom repeats a notification?
The conversation ID and the model run are keyed together, so a repeat finds the proposal that exists and never asks the model again.
Who signs off the Intercom fields the model sees?
Yes. Nothing from Intercom reaches the model unless it is on the approved list, and nothing is written back unless it is on the write list.
Will it fit how our Intercom work is organized?
Yes. Qualification rules, proposal types and approvers are all set to your process, from $1,575.
Can we swap the model provider later on the Intercom AI Conversation service?
The handover lists every interface the route uses. If one changes, the affected item stops and is flagged instead of being written from a guess. Repairs after your review window are quoted separately.
Next stepIntercom AI automation that reads the long chats and leaves control with you
Give your inbox AI help with a teammate in charge
The Intercom AI route is quoted first, from $1,575.
- From $1,575, paid once
- Teammates approve
- Evidence kept
- No monthly fee from us
Unusual volumes or extra systems are quoted on request.