Fin Attributes in workflows
Fin Attributes allow you to use AI-detected conversation attributes—such as conversation category or intent—to automate your workflows. When configured correctly, Fin automatically detects these attributes during the conversation and makes them available for use in subsequent workflow steps, including branching and escalation logic.
How to use Fin Attributes in workflows
Set up Fin Attributes
Configure the Fin Attributes you want to detect (for example, Urgency or Topic). These determine what Fin will analyze during customer conversations.
Create Escalation Rules (optional)
Create an Escalation Rule and use one or more Fin Attributes as the criteria for automatic handover to your team.
You can also include additional attributes such as Tag, User, or Company attributes.
Add a Fin block to your workflow
Insert a Let Fin handle step in your workflow. Fin automatically detects the configured attributes during this block, no separate “Detect attribute” step is required.
Important: Fin attributes can only be detected after a Fin block runs, not before or without one. This is what enables Fin to be involved in the conversation.
Triage based on Fin Attributes
After the Fin block, add a Branch step.
Set the branching condition to one of your Fin Attributes by searching for it by name.
Define what should happen next. For example:
If the topic Fin detected is Projects, assign to Projects team.
Else, assign the conversation to Tier 2 Support.
Branch based on Escalation Rules
After the Fin block, add an Escalation triggered step.Select the Escalation Rule you created.
Define what should happen next—for example:
If Escalation = Plan cancellation, assign to account Owner.
Otherwise, assign the conversation to Tier 2 Support.
Tip: When searching for Fin Attributes within branch conditions, use the attribute name directly (for example, “Issue”) don’t search for “Detect” or “AI.”
Additionally, test configurations using Preview tools in the Fin Setup to validate attribute detection and workflow conditions.
Fin Attributes in reports
Automatically filter and segment your Intercom reports using Fin Attribute data to generate insights and analysis about conversation trends. By using AI-detected data like Topic, Sentiment, or Urgency as filters, you can build powerful, targeted reports to analyze trends, pinpoint issues and find actionable insights.
Using reports to track billing issues
Imagine you need to know not just if customers are talking about billing, and if they're upset about it.
By combining two Fin Attributes, you can build a report to track exactly this:
Filter for the Issue: Create a report filtered for Issue is Billing. This isolates all conversations related to that topic.
Layer on Sentiment: Next, add a second filter for Sentiment is Negative.
Your report now instantly filters out the noise and shows you only the high-priority conversations where customers are frustrated, angry, or at risk of churning.
Using reports to track feature requests from high-value customers
Imagine you want to find the most urgent feature requests from your most important customers to help prioritize your product roadmap. You can build a report by combining Fin Attributes with your own company data:
Filter for the Topic: First, create a report filtered for Topic is Feature Request. This gathers all conversations where customers are suggesting new functionality.
Layer on Urgency: Next, add a Fin Attribute filter for Urgency is High. This narrows the list to only those requests that customers feel are critical.
Add a Customer Filter: Finally, add a filter using your own company data, such as Company size is Enterprise.
From here, you can Drill-in to view the specific conversations in your list or Export aggregated data for further analysis.
Fin Attributes in the inbox
Teammates working in the inbox can see when a attribute has been detected by Fin in two places:
Conversation events within the conversation thread: Fin’s reasoning for classifying is visible when viewing conversations in the Inbox, enabling you to see when and why Fin applied attribute values.
The inbox sidebar (when conversation attributes are pinned).
Teammates can:
Edit the attribute values in the Inbox sidebar
Apply macros to quickly update attributes
Manually complete required attributes before resolving a conversation
Note: Ensure that you have ‘Show conversation events’ enabled to see the conversation events and reasoning logs.
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