Handle live chat first response with context-aware AI and seamless human takeover.
This automation starts when intercom or Crisp conversation opened webhook. It openai score, shopify score, and x (twitter) score, then agent sees suggested replies optional. Session ends with CSAT trigger. AI handles generation and decision logic in the middle of the flow.
Read-only visualization of how data moves from trigger to final result.
Intercom or Crisp conversation opened webhook
Intercom or Crisp chat opened event starts GPT-4o session with visitor page URL, cart contents from Shopify pixel, and KB retrieval. Bot greets within 5 seconds
Intercom or Crisp chat opened event starts GPT-4o session with visitor page URL, cart contents from Shopify pixel, and KB retrieval. Bot greets within 5 seconds
Intercom or Crisp chat opened event starts GPT-4o session with visitor page URL, cart contents from Shopify pixel, and KB retrieval. Bot greets within 5 seconds
agent sees suggested replies optional. Session ends with CSAT trigger.
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Remove repetitive steps from Live Chat AI so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~10 min
Webhook trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Intercom or Crisp chat opened event starts GPT-4o session with visitor page URL, cart contents from Shopify pixel, and KB retrieval. Bot greets within 5 seconds, resolves FAQs, collects order number for lookup; `talk to human` or frustration score >0.7 assigns to agent with AI summary pinned—agent sees suggested replies optional. Session ends with CSAT trigger.
Some steps run in preview until their integrations go live.
Intercom or Crisp webhooks, Shopify cart API, KB index, OpenAI, Slack.
Bot must message within 5s; alert if latency exceeds threshold.
Explicit request, 3 failed resolutions, or sentiment breach.
Optional suggested reply chips for human agent after handoff.
10 concurrent opens; verify no SLA breach or duplicate sessions.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Brand Voice | select | Professional | No |
| Shopify Store Domain | text | No |
You are a live chat assistant for {brand}. Greet quickly, use page and cart context, search KB for answers, and hand off with summary when stuck.Shopify customer ID enriches context with order history automatically.
Not included; page URL only for context.
Separate trigger on cart abandon page for proactive offer message.
Full transcript posts to HubSpot timeline on conversation close.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
194 total reviews
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
After two weeks live, Live Chat AI has become core to our daily ops. Verified install — runs without babysitting.
+ Support team helped customize quickly · Setup was straightforward
Intercom or Crisp chat opened event starts GPT-4o session with visitor page URL, cart contents from Shopify pixel, and KB retrieval. Bot greets within 5 seconds, resolves FAQs, collects order number for lookup; `talk to human` or frustration score >0.7 assigns to agent with AI summary pinned—agent sees suggested replies optional. Session ends with CSAT trigger.
Activate Live Chat AI with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Live Chat AI.
Current version: 1.2.0
Let customers check order status via chat, WhatsApp, or email using order ID or email lookup.
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