Intercom

Operator is an automation technology that powers task bots, Custom Bots and Resolution Bot.

Operator explained

Understand how Task Bots, Custom Bots and Resolution Bot are triggered, interact with your customers, and with each other.

How Task Bots, Custom Bots and Resolution Bot work

How Task Bots, Custom Bots and Resolution Bot work with each product in Intercom.

How can I access Task Bots, Custom Bots and Resolution Bot?

Ruairí Galavan

Liam Keegan

Damon Alexander

How Operator's bots can save your team valuable time

Operator

Task Bots handle the simple stuff, so your team can focus on the things only humans can do.

Automate simple actions with Task Bots

Operator's task bots were built to have "manners", which allow them to contribute to conversations at the right time.

How task bots behave

Save your team time and collect information up front from your customers. Use the collected data to triage and route your conversations.

Get context about issues up front with the Support triage Task Bot

Capture your visitors’ email addresses with Task Bots and visitor auto messages.

Capture your visitors' contact details

The 'Qualify leads' task bot automatically qualifies your leads, so your team can convert them to customers more easily.

Automatically qualify leads

Qualify lead in up to three different ways with Advanced Qualification.

Create separate qualification paths for different leads

Evenly share the leads Operator qualifies with your team.

Assign automatically qualified leads by round robin

Identify if anonymous leads are customers and route them to the right team, using Operator's conversation routing skill.

Automatically route sales and support conversations to the right team

Operator can ask your customers for feedback after a teammate closes a conversation.

Measure customer satisfaction with conversation ratings

Operator answers simple questions automatically so they never reach your inbox.

Let users help themselves with smart suggestions

Getting started

Easily choose a name, colour or icon for your bot.

Customize Operator’s identity to suit your brand

Customizing

Keep Resolution Bot and Custom Bot conversations in a separate inbox for better reporting and a more focused teammate experience.

Keep bot conversations in a separate inbox

Best practices

Control some of Operator's Task Bots by turning them on or off.

Can I customize how Operator's Task Bots work?

How does Operator learn which articles to suggest?

Automatically follow up with leads who reply to your messages, or who are qualified by Operator.

How do I set up follow up rules for my leads?

Operator sends timely messages to your users and leads in a number of situations.