A chat that captures the lead and books the demo

An AI assistant runs the chat conversation, logs the lead into your CRM, books a demo, and notifies the customer and your team.

  • Runs the conversation and captures the lead
  • Checks for duplicates and updates data
  • Books a demo around existing events
  • Notifies the customer and the team
Salesforce ToolSend Email ToolSlack Tool
Set it up for yourselfScriptera

How it works

To get Intercom notifications in Gmail, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: When chat message received
  2. Then: AI Agent
  3. Then: OpenAI Chat Model
  4. Then: Simple Memory
  5. Then: check_duplicate_lead
  6. Then: Think
  7. Then: update_lead
  8. Then: create_lead
  9. Then: send_notification_client
  10. Then: send_notification_internal
  11. Then: get_products
  12. Then: get_scheduled_events
  13. Then: create_demo_event

You can launch this Intercom + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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