Operator & Task Bots

Keep bot conversations in a separate inbox

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

Written by Damon Alexander
Updated over a week ago

What is Operator?

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

Written by Liam Keegan
Updated over a week ago

How Task Bots, Custom Bots and Resolution Bot work

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

Written by Leandra Fishman
Updated over a week ago

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

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

Written by Damon Alexander
Updated over a week ago

Automate simple actions with Task Bots

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

Written by Ruairí Galavan
Updated over a week ago

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

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

Written by Damon Alexander
Updated over a week ago

How task bots behave

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

Written by Liam Keegan
Updated over a week ago

Capture your visitors' contact details

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

Written by Damon Alexander
Updated over a week ago

Automatically qualify leads

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

Written by Liam Keegan
Updated yesterday

Create separate qualification paths for different leads

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

Written by Ruairí Galavan
Updated over a week ago

Assign automatically qualified leads by round robin

Evenly share the leads Operator qualifies with your team.

Written by Liam Keegan
Updated over a week ago

Automatically route sales and support conversations to the right team

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

Written by Liam Keegan
Updated over a week ago

Measure customer satisfaction with conversation ratings

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

Written by Damon Alexander
Updated over a week ago

Let users help themselves with smart suggestions

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

Written by Damon Alexander
Updated over a week ago

Customize Operator’s identity to suit your brand

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

Written by Liam Keegan
Updated over a week ago

Can I customize how Operator's Task Bots work?

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

Written by Ruairí Galavan
Updated over a week ago

How does Operator learn which articles to suggest?

Written by Ruairí Galavan
Updated over a week ago

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

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

Written by Liam Keegan
Updated over a week ago

When does Operator send a message?

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

Written by Liam Keegan
Updated over a week ago