SaaSSalesTrial Conversion

Intercom Trial Activation & Conversion Agent

AI reads Intercom user events to identify trial users stuck before key activation milestones. Within 24 hours of sign-up, AI sends a WhatsApp check-in. If activation event not fired by day 3, AI places a voice call to offer onboarding guidance. Trial-to-paid conversion tracked against baseline.

AI operates via

WhatsApp AutomationEmail AutomationVoice AgentCRM Sync

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How It Works

01
Sign-Up Detection
Intercom event 'trial_started' triggers AI. User profile enriched with company size and role from Intercom data.
02
Day 1 WhatsApp Welcome
AI sends WhatsApp: 'Welcome! The fastest way to get value is [activation step]. Here's a 2-minute guide.'
03
Day 3 Activation Check
If activation event not fired in Intercom, AI sends personalised nudge targeting the exact missing step.
04
Day 5 Onboarding Call
AI calls users who haven't activated. Offers 15-minute guided walkthrough with a product specialist.
05
Day 14 Conversion Pitch
For activated users, AI presents upgrade options with usage-based ROI data. Trial extension offered to near-activated users.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Sign-Up Detection

Day 1 WhatsApp Welcome

Day 3 Activation Check

Day 5 Onboarding Call

Day 14 Conversion Pitch

Step 01

Sign-Up Detection

Intercom event 'trial_started' triggers AI. User profile enriched with company size and role from Intercom data.

Step 02

Day 1 WhatsApp Welcome

AI sends WhatsApp: 'Welcome! The fastest way to get value is [activation step]. Here's a 2-minute guide.'

Step 03

Day 3 Activation Check

If activation event not fired in Intercom, AI sends personalised nudge targeting the exact missing step.

Step 04

Day 5 Onboarding Call

AI calls users who haven't activated. Offers 15-minute guided walkthrough with a product specialist.

Step 05

Day 14 Conversion Pitch

For activated users, AI presents upgrade options with usage-based ROI data. Trial extension offered to near-activated users.

Key Results

+34%

Trial-to-paid conversion

+48%

Activation rate (day 7)

–2.5 days

Time to activation

Frequently Asked Questions

Which Intercom events define activation?

You define activation events (e.g., 'first_workflow_created', 'integration_connected'). AI monitors these via Intercom event API.

Can this work alongside Intercom's built-in messaging?

Yes. AI outreach supplements Intercom in-app messages. WhatsApp and voice reach users who don't engage with in-app.

What's the typical improvement in trial-to-paid conversion?

Customers see 25–40% improvement in trial conversion rate with guided activation outreach.

Can it differentiate between self-serve and sales-assisted trial paths?

Yes. High-ICP trials are routed to sales-assisted path. Low-ICP trials follow self-serve sequence.

How does it track conversion attribution?

Conversion events tagged in Intercom with 'ai_employee_assisted' property for attribution analysis.

Customer Success Integration

Built for Intercom

This template is purpose-built to connect with Intercom. All workflow steps, data sync, and activity logging work natively - no middleware required.

✓Native Intercom API integration

✓All activity logged back automatically

✓No middleware or Zapier required

✓Live in under 7 days

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