Patricia works your Intercom.
Ask her in Slack. She reads the inbox, assigns what is misrouted, and drafts the reply, but nothing public reaches a customer until you say go.
@Pati what's building up in Northwind's Intercom inbox, and is anything sitting too long?
38 open conversations, 5 unassigned, and 3 waiting on a first reply for over 2 hours. Here is what needs a person:
- 9 are the same checkout error since this morning's deploy, all unassigned
- A refund request replied twice with no owner, oldest by 3 hours
- 2 billing questions tagged sales, both belong with the billing team
- Want me to route the two billing ones, assign the refund, and draft a reply for the checkout batch?
Yes, and let me read the checkout reply before it goes out.
Done and held for you. The two billing conversations are reassigned to the billing team, the refund is now on Maya, and a reply is drafted on all 9 checkout conversations pointing to the fix that just shipped. Nothing public has sent, one word and they go out together.
Patricia + Intercom
What she does in Intercom.
Real actions she takes on your say-so, not a list of API endpoints.
Read the inbox like a lead
Open, unassigned, and waiting conversations across every workspace you connect, summarized into what needs a person now instead of a folder you have to scroll through yourself.
Catch what is waiting too long
Conversations past a first-reply window, a request with no owner, and a spike of the same question get surfaced in Slack with the count, before the client asks why replies slowed down.
Route and assign conversations
Misrouted conversations move to the right teammate or team, and tags on contacts and conversations stay accurate, so the inbox is triaged without anyone reassigning by hand.
Draft the reply for your yes
She writes the response on the conversation, matched to the customer's issue, and holds it. Sending a public reply the customer sees waits for your approval.
Keep contacts and notes current
New contacts and companies created, data attributes and tags set, and an internal note left on the conversation, so the next teammate opens it already caught up.
Tend the help center
She drafts and updates help center articles and collections and pulls the right one into a reply, so a wave of the same question turns into an answer people can self-serve.
Say it like you'd say it
Things to ask her on day one.
What's building up in Northwind's Intercom inbox this morning?
Which conversations have waited longest with no owner?
Route every billing question to the billing team and assign the open refunds
Draft a reply for the checkout error conversations, for me to review
Turn the top repeat question this week into a help center article draft
Better together
Intercom is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Intercom, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Intercom
One OAuth click reaches the workspace you manage for the client. She gets only the access you approve, and you can disconnect her anytime.
Intercom connected
Ask
Mention @Pati with the job. Reading, routing, and drafting run on their own; sending a public reply waits for your yes.
@Pati What's building up in Northwind's Intercom inbox this morning?
On it.
FAQ
Intercom questions, answered.
What can Patricia actually do in Intercom?
She reads and triages conversations, assigns and reassigns them, tags contacts and conversations, leaves internal notes, manages contacts and companies, and drafts replies and help center articles across every workspace you connect. More than 130 distinct actions. Reading, routing, and drafting are instant; sending a public reply to a customer waits for approval.
Will she reply to a customer on her own?
No. Any public reply the customer sees is drafted and held in Slack until you give an explicit yes. Reading the inbox, routing conversations, assigning owners, and flagging what is waiting run on their own, that is the point.
Which Intercom plan do we need?
Any plan works. She connects through Intercom's official OAuth flow, the same way other approved apps do, and only sees the workspace you connect.
We keep a separate Intercom per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Connect the workspaces you want her in and every client's conversations, contacts, and companies stay walled off from the rest.
What does the Intercom integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.