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How Clay Uses Clay for Customer Support in 2026 - The GTM with Clay Blog

Claygent Builder: The easiest way to build, test, and deploy GTM Agents

Build production-ready Claygents in natural language with Sculptor. Test on real data for free, track versions, and deploy once across every workflow. All inside Clay.

How Clay Uses Clay Ads: From $250 to $25 CPL

See how Clay uses its own Ads feature to cut LinkedIn CPL from $250 to $25 and unlock Meta with enriched CRM audiences. No manual uploads needed.

HG Insights Corporate Hierarchy: GTM Precision in Clay

Use HG Insights corporate hierarchy data in Clay to clean CRMs, map parent-child accounts, and trigger expansion plays. See how it works.

Sales GTM Engineering: How Clay Built the Role From Scratch

Learn what sales GTM engineering is, how it collapses SDR, AE, and SE roles into one, and how Clay built and hires for this high-leverage function. See how it works.

How to Automate Inbound Lead Outreach: The Clay Playbook

Learn how to automate inbound lead outreach with enrichment, scoring, and personalized sequences. See the exact Clay workflow that runs without manual work.

demandDrive Joins Clay’s Partner Ecosystem as an Official Clay Studio Partner

demandDrive joins Clay’s partner ecosystem to help B2B teams turn account intelligence into pipeline and revenue with GTM engineering and automation.

B2B Sales Prospecting: 15 Strategies to Drive More Conversions

Master B2B sales prospecting with 15 proven strategies covering ICP building, multi-channel outreach, and list hygiene. Build a pipeline that converts.

AI Sales Assistants: 11 Ways to Accelerate Your Outbound

Discover 11 ways AI sales assistants automate lead research, enrichment, and email personalization. See how top B2B teams use them to accelerate outbound.

The Three Laws of GTM: How to Win in the AI Era

The three laws of GTM explain why uniqueness, saturation, and iteration speed determine who wins. Learn how AI changes the rules and what to do about it.

Best Work Email Finders by Segment: SMB vs. Enterprise

We tested 12 email finders across 4,700+ contacts to find the best work emails by segment. See accuracy, cost, and coverage winners for SMB and enterprise.

How Clay Converts Trial Users Into Customers With Automated Outreach

See how Clay uses automated outreach to convert trial users into customers, with enrichment, lead scoring, and personalized HubSpot campaigns. Learn how.

Best Mobile Phone Data Providers for B2B Sales Teams

We tested 9,806 numbers across 10 B2B mobile phone data providers. See which wins on accuracy, coverage, and cost for NAMER, EMEA, and APAC.

How to Build a Complete AI Outbound Sales Funnel

Learn how to build a complete AI outbound sales funnel—from account scoring to personalized outreach—using Clay waterfalls and automation. See how it works.

How to Get More Customers Using Outbound Sales: A Complete Guide

Learn how outbound sales works, who it's right for, and how to build a strategy from prospecting to closing. Covers cold calling, email, and more.

How to Automate 6 Cold Email Campaigns in One Clay Workflow

Learn how to automate 6 cold email campaigns from a single Clay table — with enrichment, AI classification, and deduplication built in. See how it works.

How Clay Identifies Tier 1 Accounts: A Three-Score System

See how Clay identifies tier 1 accounts using a three-score system: fit, engagement, and contract value. Learn how sales and marketing align on the same priorities.

Lead Scoring in Clay: A Step-by-Step Formula Guide

Learn how to build lead scoring formulas in Clay to prioritize your ICP leads by employee count, job postings, and more. See how it works.

How to Validate Cold Outbound Offers and Find Message-Market Fit

Learn how to validate cold outbound offers by finding message-market fit — from breaking down your value prop to testing with a phased email approach. See how it works.

Troubleshooting Outbound Sales and Prospecting: A Comprehensive Guide

Fix broken outbound sales campaigns with this guide. Diagnose open and reply rates, reduce no-shows, qualify prospects with MEDDIC, and optimize what's working.

Bulk Enrichment: Enrich Millions of CRM Records in Clay

Bulk enrichment lets Enterprise teams enrich millions of Salesforce records with firmographics, tech stack, and AI research — then write results back automatically.

Clay Templates: Automate, Customize, and Replicate Any GTM Workflow

Clay Templates let you replicate full GTM workflows in hours, not days. Automate prospecting from data scraping to AI messaging, free and fully customizable.

How to Optimize Your Credit Usage in Clay

Learn how to optimize your credit usage in Clay with conditional formulas, Clearbit waterfall lookups, and smarter enrichment workflows. Save credits fast.

AI for sales prospecting

Learn about how to use AI for sales prospecting in this comprehensive guide, including framework for creating AI prompts and examples of cold email templates using AI that real sales teams have used successfully to land clients. AI sales prospecting can save your team thousands of hours—and double or triple your positive response rates.

The Reverse Demo: How Clay Replaced Traditional B2B Sales Demos

A reverse demo lets prospects solve real problems live, guided by your rep. Learn how Clay used 100+ sessions to boost conversion, retention, and product quality.

Data Waterfalls: How to Maximize Contact Coverage with Clay

Data waterfalls query multiple providers in sequence so you only pay for matches. See how Clay pushes coverage from 30% to 80%+ without annual contracts.

How Clay Runs ABM Campaigns: A Step-by-Step Playbook

See how Clay runs ABM campaigns — scoring 300 accounts, personalizing mailers and landing pages, and automating SDR follow-up. Learn how.

How We Built Clay's GTM Engineering Function

See how Clay built its GTM engineering function with sprint-based delivery, founder-level reporting, and full sales automation. A practical inside look.

Best Personal Email Finder Tools: Tested and Ranked

We tested 5 personal email finder tools across 2,354 prospects. See accuracy, coverage, and pricing data — plus the waterfall order that hit 79% coverage.

How to Use OpenAI to Write Cold Emails from Scratch with Clay

Learn how to use OpenAI to write personalized cold emails at scale with Clay. Set up the integration, craft better prompts, and boost deliverability.

How to Run a Personalized Demo Play at Scale with Clay

Learn how to automate a personalized demo play using Clay, Claygent, and AI enrichment to build custom mockups at scale. See how it works.

Automated Slide Deck Creation: How Clay Builds QBRs from Your Data

Clay's automated slide deck creation pulls from Snowflake, Salesforce, and Gong to build QBRs in minutes. Save 90+ hours per quarter. See how it works.

HG Insights + Clay: B2B Technographic and Firmographic Data

HG Insights surfaces deep technographic and firmographic data from billions of documents. Use it in Clay workflows to enrich accounts and power GTM. See how it works.

B2B Cold Email Deliverability: 21 Best Practices

Master B2B cold email deliverability with 21 proven best practices: domain setup, inbox warmup, authentication, and copy tips that keep you out of spam. Learn how.

Basics of Google Search Operators: A Practical Guide

Learn the basics of Google Search Operators and how to use them in Clay for prospecting, list building, and company research. See how it works.

AI Lead Generation: The Complete B2B Guide

Learn how AI lead generation automates list building, enrichment, and personalized outreach for B2B teams. Scale your pipeline without scaling headcount. See how it works.

Clay MCP: Ops-built workflows, consumable by reps

Clay MCP: Ops-built workflows, consumable by reps

How to Manage and Enrich Inbound Leads Automatically

Learn how to manage and enrich inbound leads automatically using a four-phase workflow that scores, segments, and triggers outreach from one email. See how it works.

GTM Alpha: How Winning Teams Build a Competitive Edge

GTM alpha is the edge winning teams build with unique data and signal-based plays. Learn how to find hidden signals, run better plays, and outpace competitors.

Why Good CRM Data Matters and How Clay Helps

Poor CRM data kills outreach. Learn why CRM data coverage fails and how Clay's waterfall enrichment lifts coverage rates from 20% to 80%. See how it works.

How to Use Formulas in Clay: AI Generator and Manual Entry

Learn how to use formulas in Clay with the AI Formula Generator or manual entry. Transform and clean your data faster. See how it works.

GTM Engineering: What It Is, How It Works, and How to Hire

GTM engineering turns ops teams into revenue builders using AI and automation. Learn what GTM engineers do, how to structure the role, and how to hire one.

Formulas in Clay: A Beginner's Intro for Non-Engineers

Learn how to use formulas in Clay without coding. This intro covers conditional statements, combining columns, and auto-qualifying leads. Start in 30 minutes.

How Clay Uses Clay for SEO and AEO: 3 Systems That Scale

See how Clay uses Clay for SEO and AEO: automated content refresh, video-to-page conversion, and a custom AI visibility dashboard. Learn how.

Turn Web Visitors into Leads: A Warm Outbound Play for B2B Sales

Learn how to turn web visitors into leads using a warm outbound play for B2B sales — with RB2B, Clay, and Lemlist. See how it works.

How to Use Web Scraping to Enrich Your Data with Clay

Learn how to use web scraping to enrich your data without code. Clay's Claygent answers deep GTM research questions at scale. See how it works.

How to Create a Sales Prospect List in Minutes

Learn how to create your own sales prospect list in minutes using Clay. Pull from 40+ sources, enrich with ICP data, and export to your CRM. See how it works.

Best B2B Email List Providers: Tested and Ranked (2026)

We tested 8 B2B email list providers head-to-head. See accuracy results, per-email pricing, and how to waterfall providers for maximum coverage.

Outbound Sales Automation: How to 10x Pipeline Without More SDRs

Learn how outbound sales automation replaces manual SDR work, cuts cost per email by 100x, and scales pipeline without growing headcount. See how it works.

The Wake the Dead Play: Reactivate Closed-Lost Deals with Clay

The wake the dead play uses Clay + ChatGPT to send automated, personalized emails to closed-lost prospects. Restart stalled deals in a few steps. Learn how.

Three Tips to Guarantee Email Deliverability for Cold Outbound

Split volume, verify contacts, and personalize copy to guarantee email deliverability for cold outbound. Three actionable tips that keep you out of spam.

How Clay Uses Clay for Customer Support: 3 Real Workflows

See how Clay's customer support team uses Clay to enrich Intercom tickets, automate QA, and draft help articles. Real workflows, real results.

B2B Cold Email Copywriting: The Complete Guide

Master B2B cold email copywriting with proven templates, a research framework, and a checklist used to send 800k+ emails a month. Start writing emails that get replies.

Introducing Clay Functions

Build Your GTM Logic Once, Apply It Everywhere

Clay and Apollo Integration: Enrichment, Sequencing, and More

The Clay and Apollo integration unlocks 5X faster enrichment and direct sequencer API access. See how joint customers go from data to booked meetings.

The Many Lives of Spreadsheets: A History and What Comes Next

Explore the many lives of spreadsheets — from VisiCalc in 1979 to self-filling automation tools today. See how the no-code vision keeps evolving.

AI recruiting strategies

Learn our top AI recruiting workflows to help you identify, research, and reach out to qualified candidates for open roles. AI can eliminate manual work and help you reach out to—and land—better employees for your clients.

How to Hire a GTM Engineer: The Complete Guide

Learn how to hire a GTM engineer: when to make the hire, what skills to screen for, red flags to avoid, and where to find the best candidates. See how it works.

Inside Clay's GTM Engineering Lab: Plays, Principles, and Automation

See how Clay's GTM engineering lab turns internal problems into revenue plays using AI, automation, and data-driven principles. Learn how it works.

How to Build the Most Targeted Account Lists Possible

Generic tools leave bad-fit companies in your account list. Learn how to build targeted account lists using AI enrichment and real workflow examples in Clay.

Personalized Direct Mail at Scale: The Gifting Play with Clay

Learn how to run personalized direct mail campaigns using Clay — validate contacts, generate AI gift copy, and export to email. See how it works.

How to Set Up Your Full Inbound Sales Process on Clay

Learn how to set up your full inbound sales process on Clay — enrich leads, tag MQLs, and automate email campaigns from form to demo. See how it works.

AI-Enabled GTM for Private Equity: The Value Creation Playbook

Learn how AI-enabled GTM for private equity drives value creation across portfolios—from data quality to agentic workflows. See how it works.

Do More With Your Data: Clay's Post-Data-Provider Approach

Clay's post-data-provider approach combines 150+ providers, waterfall enrichment, and AI scraping to maximize data coverage. See how it works.

Google Maps Lead Generation for Niche Local Businesses

Learn how to use Google Maps lead generation to find niche local businesses, enrich owner contacts, and send personalized outreach at scale with Clay.

24 AI Email Personalization Examples for Cold Outreach (With Prompts)

Get 24 AI email personalization examples for cold outreach, with ChatGPT prompts you can run at scale in Clay. Learn how to write emails that actually convert.

How to Ace Your Follow-Ups: A Practical Sales Guide

Learn how to ace your follow-ups with value-driven outreach, personalization tips, multi-channel tactics, and automation tools that keep deals moving. See how it works.

How to Prioritize Your Waitlist with Lead Enrichment

Learn how to prioritize your waitlist using lead enrichment. Turn raw signups into qualified leads by company, title, and role — no long forms needed. See how.

B2B Cold Email Templates: Frameworks That Get Replies

Learn how to write B2B cold email templates that convert with a proven 5-part framework, follow-up strategy, and real examples. See how it works.

Audiences: now in Enterprise beta

Clay Audiences unifies your CRM, product data, and intent signals into one layer — so reps and agents can run precise, personalized GTM plays at scale.

The thinking behind our new pricing: our internal memo

Clay pricing memo: INTERNAL

Introducing Clay’s new pricing

Today, we’re launching a pricing update that reduces data costs, and simplifies and improves the value of our plans. Our goal is to have Clay be your default tool for GTM Engineering.

Clay partners with Lusha and Beauhurst to expand European data coverage

Lusha adds lookalike prospecting, contact enrichment, and signals in EMEA. Beauhurst adds private funding and corporate structure data in the UK and Germany.

Source your precise TAM from lookalikes you can trust with Ocean.io and Clay

Clay + Ocean now enable preview-based B2B lookalike discovery. Preview leads before committing credits and expand your TAM with greater precision.

Clay doubles down on supporting European GTM teams

Clay's waterfall enrichment delivers 2–3x more mobile phone coverage than leading solo providers across Europe. Plus new data partnerships, a London office, and timezone-aligned support.

In Nigeria, she built a life where money wouldn’t decide

Clay blog | In Nigeria, she built a life where money wouldn’t decide

Sculptor Analyst Mode: Turning Context-Rich Data Into Actionable GTM Insights

Gather business intelligence and share documents of this analysis directly from Sculptor

In a place where girls often choose between career or marriage, she carved her own path 

Javeria Shah won the Clay Cup 2025 despite being denied a US visa and competing remotely from Pakistan. Learn how she transitioned from electronics engineering into GTM engineering and built her own business.

How we designed Sculpt

Our first conference, Sculpt, is where the analog soul of Clay met the digital mind of Clay.

Clay announces second employee tender offer in nine months at a $5B valuation

A rare repeat employee liquidity event, designed to give builders flexibility as Clay accelerates

Clay is now available as a connector in Claude

Bring Clay's contact databases, enrichment providers, and AI agents into your Claude workflow.

Sellers have a new AI edge: Clay in ChatGPT

Use Clay directly in ChatGPT to find the right buyers, research people and companies, and draft personalized outbound. One conversation, powered by live GTM data.

Clay reaches $100M ARR

Clay has crossed $100M ARR, growing from $1M to $100M in two years after six years of foundational product work. The milestone reflects durable customer adoption, efficient growth, and an ecosystem of GTM builders using Clay to power their business.

Clay Certifications: Turning mastery into credentials that matter

The Clay education team has built a certification program that runs entirely on Clay and gives users credentials that actually matter

Mobile Phone Verification Methodology

Clay has partnered with The Kiln to setup a series of large-scale data test across mobile phone, work email, personal email, email verification, and more. Below, we explain the approach to these tests.

Work Email Verification Methodology

Clay has partnered with The Kiln to setup a series of large-scale data test across mobile phone, work email, personal email, email verification, and more. Below, we explain the approach to these tests.

Stop Guessing, Start Analyzing: How Sculptor Turns Your GTM Data Into Your Competitive Advantage

Analyze your GTM data with Sculptor to turn fragmented information into actionable insight.

Find and outreach local businesses with Openmart and Clay Sequencer

Get the right contacts for local businesses without stitching together multiple tools or wasting valuable time on setup instead of selling.

Announcing Web Intent

Use Website Intent in Clay to see which companies visit your site, track engagement, and trigger personalized GTM plays. Turn website traffic into real buyer intent data.

How Clay Uses Clay: Conversational Data

How we use Clay to mine millions of pages of call transcripts to generate revenue, and how you can use it too.

Sculpting GTM’s future with six major launches

Today at Sculpt, we're launching six major features that will help teams turn any growth idea into reality faster.

Introducing Claygent Navigator

A new Claygent model that can use a browser to take actions and extract information from webpages.

Announcing the Clay Partner Program

The Clay Partner Program is to a partner, what a toolbox is to an artist. It keeps essential resources within reach and grows more sophisticated as your expertise develops. We've designed everything around one simple principle: helping you grow your business as Clay grows.

Introducing GPT-5 in Claygent: sharper research, stronger formulas, better outbound

GPT-5 is now a model option across Clay, bringing the best research and conversational writing we've ever shipped to your GTM workflows.

Clay Series C announcement. The GTM engineering era begins now

We raised a $100M Series C at a $3.1B valuation to power GTM engineering!

Claygent surpasses 1 billion runs

The world's most loved AI research agent in GTM has passes a huge milestone at 1 billion runs.

Announcing Sculpt: Clay’s first annual user conference

Join us for Sculpt, Clay’s first annual user conference on Sept 17 in San Francisco where GTM leaders build AI workflows, share creative tactics, and get early access to new features.

Announcing custom signals at Clay

Clay's new custom signals platform helps sales teams track unique data changes that indicate buying opportunities. Turn any data point into a sales signal, enrich with context, and automate personalized outreach to find GTM alpha your competitors miss.

Clay announces employee tender offer led by Sequoia at $1.5B valuation

Clay allows employees to sell vested shares for immediate liquidity through a $20M tender offer at a $1.5B valuation. With 10x revenue growth in 2022-2023 and serving 8,000+ customers including OpenAI and Hubspot, Clay continues to change how businesses approach go-to-market strategies with their AI agent Claygent.

Create personalized presentations at scale with Clay and Google Slides

Automate personalized sales decks with Clay’s Google Slides integration. Instantly generate tailored presentations for leads, customers, QBRs, and internal updates. Use one template to create hundreds of presentations at scale.

Turn Gong conversations into automated GTM workflows

Clay now integrates with Gong—turn messy call transcripts into powerful automations in Salesforce, HubSpot, Notion, Slack, Google Sheets, and 100+ other integrations.

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How Clay Uses Clay for Customer Support: 3 Real Workflows

Every GTM team knows this painful truth: good growth ideas die without the right data and the ability to quickly act on it.

This truth extends far beyond sales and marketing teams. Growth happens at every stage of the customer journey – from people vaguely aware of your brand to your biggest fans. For too long, the customer support function has been left out of this conversation.

Traditionally, support has been seen as a reactive function and mislabeled as a cost center. We disagree. Support is a growth driver. If users get stuck, and they can't find the help they need, they lose trust in the product or their ability to derive value from Clay.

Along with many other GTM teams in the Clay ecosystem, we're trying to grow in creative ways. Here are a few ways on how we're using Clay at Clay in our customer support team.

TL;DR

  • Clay's support team uses Clay to enrich every Intercom conversation with first-party and third-party data, giving agents instant context on who they're talking to.
  • A webhook-triggered QA workflow runs AI checks on closed tickets and flags low-quality conversations in Slack, enabling quality assurance at scale.
  • When a help center article is missing, support specialists trigger a workflow that drafts one automatically and routes it to Notion for editorial review.
  • All three workflows treat customer support as a growth driver, not a cost center.

How Clay enriches thousands of Intercom conversations per week

Our support team handles thousands of conversations in Intercom every week. It can be difficult to understand exactly who we're talking to in each conversation. 

To solve this, we built a powerful workflow that enriches all user interactions. When a user messages in Intercom, it triggers a webhook, sending conversation details into Clay. The data is then enriched with first-party and third-party information before being sent back to Intercom.

The additional context helps our team answer these questions immediately: 

  • Are they an existing customer? 
  • When did they sign up? 
  • How big is this company? 
  • Are they in our ICP? 
  • As a result, our support team gets a clear snapshot of every user, empowering them to respond in a more personalized and effective way.

    Try the interactive walkthrough below to see how it works. For a deeper dive, check out the full Claybook tutorial.

    How Clay automates qualitative feedback distribution

    When our support team was small, I could sort through tickets individually and provide feedback to the team. However, this became impractical as we scaled to thousands of weekly conversations, but I didn't want to lose sight of our quality goals.

    To solve this, we built a workflow that helps me QA our support tickets at scale. Every time a conversation closes, the process waits a day (to ensure there aren't any follow-ups) and then uses a webhook connected to Intercom to send the conversation to a Clay table. AI runs numerous QA checks, which focus on answering questions like:

  • How well did we solve the question? 
  • What was the tone like? 
  • How well did we understand the customer? 
  • How well did we set timeline expectations?
  • As a result, we're able to provide quality assurance at scale, allowing us to build an average score across our tickets and tag people in Slack when individual tickets require review. 

    We don't use this for performance management but to provide a first line of defense to ensure our tickets meet a minimum quality bar. 

    Try the interactive walkthrough below to see how it works. For a deeper dive, check out the full Claybook tutorial.

    Identifying content gaps in our help center

    Our support team is constantly working through tickets, and we frequently find ourselves with tickets that would benefit from a help center article. Creating new articles is no easy task, however, and it can be difficult to keep track of where we need new ones.

    To solve this issue, we built a Clay table that increases how quickly we can create help center articles. When a support specialist is answering a customer's question and they don't find an article to send the customer, the specialist can trigger a workflow from Intercom that sends the conversation to a Clay table. The Clay table will then summarize the conversation and create a first draft of a help center article based on the summary. 

    This first draft doesn't get pushed right to the knowledge base. The Clay table sends it to Notion where our content team can edit it. This workflow allows us to expose gaps in our knowledge base and close them much faster. 

    Try the interactive walkthrough below to see how it works. For a deeper dive, check out the full Claybook tutorial.

    Turning customer support into a growth engine

    By combining a strong data foundation in Intercom with creative automations in Clay, we're turning customer support into a true growth engine.

    We believe everyone has untapped creative potential, and that it can be unlocked with the right team culture, access to data, and the freedom to build.

    If that resonates with you, we are hiring. Help us reimagine what customer support can be. You can also connect with me personally on LinkedIn.

    Frequently Asked Questions

    How does Clay enrich Intercom support conversations?

    When a user messages in Intercom, it triggers a webhook that sends conversation details into a Clay table. Clay enriches that data with first-party and third-party information and sends it back to Intercom, giving support agents an immediate snapshot of who they're talking to.

    How does Clay's support team do QA at scale?

    Every time a conversation closes, a webhook sends it to a Clay table after a one-day delay. AI then runs QA checks covering resolution quality, tone, customer understanding, and timeline-setting. Low-scoring tickets get flagged in Slack for review.

    How does Clay use support tickets to fill help center gaps?

    When a support specialist can't find an existing help center article to share, they trigger a workflow from Intercom. Clay summarizes the conversation and drafts a new article, which is then sent to Notion for the content team to review and publish.

    Do you need technical skills to build these support workflows in Clay?

    The workflows described here use webhooks, Clay tables, and AI enrichment steps. Clay is built for GTM practitioners who can follow a workflow, not just software engineers. Each workflow also has a full Claybook tutorial with an interactive walkthrough.

    Every GTM team knows this painful truth: good growth ideas die without the right data and the ability to quickly act on it.

    This truth extends far beyond sales and marketing teams. Growth happens at every stage of the customer journey – from people vaguely aware of your brand to your biggest fans. For too long, the customer support function has been left out of this conversation.

    Traditionally, support has been seen as a reactive function and mislabeled as a cost center. We disagree. Support is a growth driver. If users get stuck, and they can't find the help they need, they lose trust in the product or their ability to derive value from Clay.

    Along with many other GTM teams in the Clay ecosystem, we're trying to grow in creative ways. Here are a few ways on how we're using Clay at Clay in our customer support team.

    TL;DR

    • Clay's support team uses Clay to enrich every Intercom conversation with first-party and third-party data, giving agents instant context on who they're talking to.
    • A webhook-triggered QA workflow runs AI checks on closed tickets and flags low-quality conversations in Slack, enabling quality assurance at scale.
    • When a help center article is missing, support specialists trigger a workflow that drafts one automatically and routes it to Notion for editorial review.
    • All three workflows treat customer support as a growth driver, not a cost center.

    How Clay enriches thousands of Intercom conversations per week

    Our support team handles thousands of conversations in Intercom every week. It can be difficult to understand exactly who we're talking to in each conversation. 

    To solve this, we built a powerful workflow that enriches all user interactions. When a user messages in Intercom, it triggers a webhook, sending conversation details into Clay. The data is then enriched with first-party and third-party information before being sent back to Intercom.

    The additional context helps our team answer these questions immediately: 

  • Are they an existing customer? 
  • When did they sign up? 
  • How big is this company? 
  • Are they in our ICP? 
  • As a result, our support team gets a clear snapshot of every user, empowering them to respond in a more personalized and effective way.

    Try the interactive walkthrough below to see how it works. For a deeper dive, check out the full Claybook tutorial.

    How Clay automates qualitative feedback distribution

    When our support team was small, I could sort through tickets individually and provide feedback to the team. However, this became impractical as we scaled to thousands of weekly conversations, but I didn't want to lose sight of our quality goals.

    To solve this, we built a workflow that helps me QA our support tickets at scale. Every time a conversation closes, the process waits a day (to ensure there aren't any follow-ups) and then uses a webhook connected to Intercom to send the conversation to a Clay table. AI runs numerous QA checks, which focus on answering questions like:

  • How well did we solve the question? 
  • What was the tone like? 
  • How well did we understand the customer? 
  • How well did we set timeline expectations?
  • As a result, we're able to provide quality assurance at scale, allowing us to build an average score across our tickets and tag people in Slack when individual tickets require review. 

    We don't use this for performance management but to provide a first line of defense to ensure our tickets meet a minimum quality bar. 

    Try the interactive walkthrough below to see how it works. For a deeper dive, check out the full Claybook tutorial.

    Identifying content gaps in our help center

    Our support team is constantly working through tickets, and we frequently find ourselves with tickets that would benefit from a help center article. Creating new articles is no easy task, however, and it can be difficult to keep track of where we need new ones.

    To solve this issue, we built a Clay table that increases how quickly we can create help center articles. When a support specialist is answering a customer's question and they don't find an article to send the customer, the specialist can trigger a workflow from Intercom that sends the conversation to a Clay table. The Clay table will then summarize the conversation and create a first draft of a help center article based on the summary. 

    This first draft doesn't get pushed right to the knowledge base. The Clay table sends it to Notion where our content team can edit it. This workflow allows us to expose gaps in our knowledge base and close them much faster. 

    Try the interactive walkthrough below to see how it works. For a deeper dive, check out the full Claybook tutorial.

    Turning customer support into a growth engine

    By combining a strong data foundation in Intercom with creative automations in Clay, we're turning customer support into a true growth engine.

    We believe everyone has untapped creative potential, and that it can be unlocked with the right team culture, access to data, and the freedom to build.

    If that resonates with you, we are hiring. Help us reimagine what customer support can be. You can also connect with me personally on LinkedIn.

    Frequently Asked Questions

    How does Clay enrich Intercom support conversations?

    When a user messages in Intercom, it triggers a webhook that sends conversation details into a Clay table. Clay enriches that data with first-party and third-party information and sends it back to Intercom, giving support agents an immediate snapshot of who they're talking to.

    How does Clay's support team do QA at scale?

    Every time a conversation closes, a webhook sends it to a Clay table after a one-day delay. AI then runs QA checks covering resolution quality, tone, customer understanding, and timeline-setting. Low-scoring tickets get flagged in Slack for review.

    How does Clay use support tickets to fill help center gaps?

    When a support specialist can't find an existing help center article to share, they trigger a workflow from Intercom. Clay summarizes the conversation and drafts a new article, which is then sent to Notion for the content team to review and publish.

    Do you need technical skills to build these support workflows in Clay?

    The workflows described here use webhooks, Clay tables, and AI enrichment steps. Clay is built for GTM practitioners who can follow a workflow, not just software engineers. Each workflow also has a full Claybook tutorial with an interactive walkthrough.

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