AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Each Intercom conversation is assigned to the right team inbox or teammate from what the customer says, not the menu they clicked.
Customers often pick the wrong option in an Intercom menu, or skip it entirely and just start typing. This workflow reads each new conversation and assigns it to the right team inbox or teammate based on the customer's messages, their contact attributes and the skills you define. It applies agreed tags and leaves a note with the reason, so every routing decision can be checked.

AI Ticket Routing for Intercom reads each new Intercom conversation and assigns it to the right team inbox or teammate, based on the customer's messages, their contact attributes and the skills you define. It applies agreed tags, leaves a note with the reason, and runs in the background.
Intercom conversations that land in the wrong inbox get bounced between teams, and every reassignment adds minutes to the response time a customer sees. Meanwhile someone keeps an eye on the unassigned view instead of helping customers. After launch, conversations reach the right team inbox or teammate as they arrive, tagged and explained. The Scope Card lists the inboxes, routing fields and fallback rules before you order, so you know exactly how conversations will move through your workspace.
Each new Intercom conversation is assigned to the right team inbox or teammate. The choice uses the customer's messages, their contact attributes and the skills you define.
Contact attributes, such as plan or account type, can steer routing under your rules. Conversations from the customers you prioritize go to the right teammate first.
The workflow applies agreed tags to each conversation and leaves a note with the routing reason. Your Intercom reports gain consistent tags without extra effort from the team.
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,400 |
| Express | 15–25 working days | $4,000 |
| Rush | 10–20 working days | $4,600 |
Before you start: Save Intercom reports on assignment time, reassignments and tag coverage for the month before setup.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
The build is a one-time cost. Running it costs roughly $20 to $100 a month for the automation platform and AI usage, in your own accounts, mostly depending on conversation volume. Your Intercom subscription is unchanged.
Usage during testing is billed to your accounts as well.
Ask about running costsRouting across several Intercom workspaces, a third connected system, or more than twelve workflow steps needs a written Change Quote. Leave a note at checkout and the quote follows.
Request a custom versionMonthly maintenance covers monitoring, fixes, updates, a monthly health report and change hours for work such as a new team inbox, new tags or a revised skill. It starts after the post-launch support period, bills monthly and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance works| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | AI add-ons bill per resolution or seat | An Intercom consultant bills per project | Ours is one fixed price, shown on this page before you buy |
| Decision basis | Menu choices and simple conditions | Rules written during the project | Ours reads the messages and contact attributes |
| Unclear cases | Fall into a default inbox unexplained | Depends on the build | Ours sends them to your fallback inbox with a note |
| Delivery | Rules are quick to add, slow to tune | Set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Yes. It works on Intercom conversations whichever channel they started in, provided they arrive in your Intercom inbox. Chat, email and other channels you have connected to Intercom are treated the same way, so routing does not depend on how the customer chose to get in touch.
Yes. It reads the contact attributes named in the mapping, such as plan, company or account owner, alongside the messages. That lets you send a large account's conversations to the team that manages it. Contact records are read for routing and are not edited unless the mapping says so.
Usually when the customer's first message arrives, though the trigger is agreed at intake. If that message is too vague to place, the conversation goes to your fallback inbox with a note, rather than being assigned on a guess. Teammates can still reassign any conversation manually.
The tags listed in the agreed mapping, such as product area or request type. It does not create new tags on its own, which keeps your tag list tidy for reporting. Adding a tag later is a small change that fits inside the monthly change hours in maintenance.
One fixed price covers the whole build and is shown on this page before you buy, with express and rush delivery listed beside it at a set extra cost. Each includes twenty test runs on your past conversations, two rounds of changes and a recorded 45-minute handoff, followed by 30 days of support.
No. The router works in the background and has no customer-facing channel. Customers write to you exactly as before. The only differences are behind the scenes: conversations land with the right team inbox or teammate sooner, carry the agreed tags, and include a note explaining the choice.
Order the Intercom edition and new conversations go to the right team inbox or teammate, tagged and explained, based on the customer's own words.

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