Intercom Product Tour Trigger

What it does

Listens for keywords in Intercom conversations and automatically triggers a relevant product tour or series.

Why I recommend it

Users want self-serve guidance; reps can focus on higher-value work while tours educate.

Expected benefits

  • Higher feature adoption
  • Faster onboarding for self-serve users
  • Reduced repetitive explanations for support
  • Better measurement of tour effectiveness

How it works

Conversation keyword or tag -> Intercom workflow launches matching tour -> logs completion -> notifies rep if user still confused.

Quick start

Set up manual macros to share relevant tour links, then automate triggers once proven.

Level-up version

Incorporate user role, plan, and past tours; escalate to CSM when tours don’t resolve questions.

Tools you can use

Messaging/Product tours: Intercom, Appcues, Userpilot

Automation: Intercom Workflows, Zapier

Also works with

Drift playbooks, Pendo guides.

Technical implementation solution

  • No-code: Intercom workflow -> trigger tour when tag applied.
  • API-based: NLP service classifies intent -> Intercom API starts tour + logs analytics.

Where it gets tricky

Ensuring tours stay up to date, avoiding duplicate triggers, and handling users on restricted browsers/ad blockers.