AI Readiness Score
Good CRM hygiene in HubSpot, usage data in product likely exists, support ticket categorization needed
Semi-technical team with existing Claude usage, good foundation for AI adoption
Budget sufficient for initial implementation, may need expansion for advanced features
Strong existing tool ecosystem with APIs, clear repetitive processes, documented pain points
3-4 month timeline realistic for phased rollout with existing integrations
HubSpot, Intercom, and Stripe all have robust APIs. Some custom mapping needed for health scoring
How This System Works
Architecture
Three-agent system leveraging existing SaaS tools: Onboarding automation through HubSpot + product data, intelligent support deflection via Intercom + Claude, and comprehensive health scoring across all touchpoints.
Data Flow
Customer interactions flow from product usage → HubSpot updates → health scoring → proactive interventions. Support tickets get intercepted and resolved automatically. Onboarding stalls trigger personalized nudges based on user context.
Implementation Phases
Immediate impact on support team efficiency with knowledge base integration
Automated nurturing to improve completion rates
Comprehensive scoring system for proactive customer success
Prerequisites
- -Product analytics instrumentation
- -Knowledge base content audit
- -HubSpot data cleanup
Assumptions
- -Product usage data is accessible via API
- -Support team can provide knowledge base content
- -Customer success team will act on health score insights
Recommended Agents (3)
How It Works
- 1Check user onboarding progress in product database
Query last login, completed steps, time spent in each phase
DocuFlow API - 2Cross-reference with HubSpot contact properties
Get company size, use case, signup source for personalization
HubSpot API - 3Generate personalized nudge message using Claude
Context-aware message based on stalled step and user profile
Claude API - 4Send targeted message via Intercom
In-app message or email based on user's last activity
Intercom API
Data Flow
Inputs
- DocuFlow Product DB — User activity logs, onboarding step completion status(JSON)
- HubSpot — Contact properties, company data, signup attribution(API Response)
Outputs
- Intercom — Personalized nudge messages with specific next steps(Message)
- HubSpot — Onboarding engagement score updates(Property Update)
Prerequisites
- -Product usage tracking in place
- -HubSpot contact segmentation
Error Handling
Fall back to HubSpot last activity data
Send pre-approved template message
Integrations
| Source | Target | Data Flow | Method | Complexity |
|---|---|---|---|---|
| DocuFlow Product DB | HubSpot | User activity metrics → Contact properties | api | moderate |
| Intercom | Claude API | Support tickets → Intent analysis → Auto-responses | webhook | moderate |
| Stripe | HubSpot | Billing health → Customer health score | api | low |
Schedule
0 6 * * *0 */4 * * *Recommended Models
| Task | Recommended | Alternatives | Est. Cost | Why |
|---|---|---|---|---|
| Support ticket analysis and response generation | Claude Sonnet 3.5 | GPT-4oClaude Haiku 3.5 | $40-60/month | Strong reasoning for customer service context, good at maintaining helpful tone |
| Onboarding message personalization | Claude Sonnet 3.5 | GPT-4o | $25-35/month | Excellent at contextual personalization and maintaining consistent brand voice |
| Customer health scoring and analysis | Claude Sonnet 3.5 | GPT-4o | $35-45/month | Strong analytical capabilities for multi-factor scoring and trend analysis |
Impact
What Changes
Quality Gains
- ✓Consistent onboarding experience
- ✓Faster support response times
- ✓Proactive customer health monitoring
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What's next?
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