Intercom

Upload help articles to the Intercom Help Center.

Enable Fin AI Agent on the web messenger.

Fin parses the question, retrieves the relevant snippet, and provides a conversational answer.

The system asks if the issue is resolved; if yes, the ticket is closed.

Create a 'Custom Action' connecting to the Shopify/E-commerce API.

Build a Workflow that triggers when 'Order Status' intent is detected.

Fin requests the Order ID from the customer.

Fin calls the API and returns the real-time tracking link.

Define a trigger for 'User has not completed step 3 within 48 hours'.

Launch an automated 'Series' message via the messenger and email.

Include a video tutorial and an invite to chat with the AI agent for help.

Enable 'Content Translation' in Intercom settings.

The AI Agent detects the user's browser language automatically.

Fin translates the knowledge base content on-the-fly to answer in the user's native tongue.

Set up an internal-only collection in the Help Center.

Connect the Fin AI agent to a Slack channel for employees.

Employees ask questions in Slack; Fin answers using internal documentation.

Implement a Workflow that asks for 'Company Size' and 'Budget'.

Score the lead based on responses.

Route high-scoring leads directly to a live Sales representative via Slack notification.

Agent opens an existing, long conversation.

Clicks 'Summarize' using AI Copilot.

AI provides a bulleted list of the issue, attempted fixes, and current status.