Fin AI Agent is hungry for information. The more you feed it, the better it performs. Fin can use your Intercom public articles and snippets, as well as external support content, so you can decide exactly which sources of information you would like Fin to use when answering customers' questions.
Fin will automatically generate responses called AI answers by using the support content you add. You'll be able to preview this before going live.
See our Best Practices for optimizing your support content for Fin.
Add content for Fin
Start adding your content to Fin from Fin AI Agent > Train > Content.
If you land on this page before opting into Fin, you'll see a landing page asking for consent to share your Fin content with Open AI. Only teammates with billing permissions can accept the terms and dismiss this landing page for the workspace.
If you don't have existing content in Intercom
When you visit this page for the first time, you might not have any existing content in Intercom which Fin can use. Quickly add content by selecting from the compatible content sources:
External app content
If you already have existing content in Intercom
When you visit this page, you might already have existing content in Intercom which Fin can use.
This will be displayed below the Content sources section which indicates what's already enabled for Fin, which content is currently syncing/importing from an external source, which content sync/import has errors, and which content is available/live but not yet enabled for Fin.
A count indicator shows how much of the content is being used by Fin AI Agent.
Your existing content can be viewed or enabled for Fin by selecting it from Fin AI Agent > Train > Content, then select the content source(s) you want to enable and click Change AI Agent state.
Find a list of content sources that are compatible with Fin AI Agent below. 👇
Public article
If you want to create a public article directly in Intercom and make it available to Fin, go to Fin AI Agent > Train > Content, then select Public article under “Add content.”
This will open a new draft article where you can add your content. To ensure the article is available to Fin, make sure it’s published (green) and that you’ve enabled the toggle for Fin AI Agent. A public article doesn't need to be added to your Intercom Help Center to enable it for Fin.
Note: Teammates will need "Can create and update draft Help Center articles" permission to create/edit public articles. Learn more about creating and managing public articles in Intercom.
Snippet
If you want to add a short piece of information such as an FAQ or time sensitive notice and make this available to Fin, go to Fin AI Agent > Train > Content, then select Snippet under “Add content.”
This will open a new draft snippet where you can add content. To make this snippet available to Fin, toggle the option to enable for Fin AI Agent in the "Details" panel.
Learn more about creating and managing snippets in Intercom.
Internal article
If you want to create an internal article (not for your Intercom Help Center) and make this available to Fin or Copilot, go to Fin AI Agent > Train > Content, then select Internal article under “Add content.”
This will open a new draft article where you can add content. To make this article available to Fin or Copilot, toggle the options to enable for Fin AI Agent and Copilot in the "Details" panel.
Learn more about creating and managing internal articles in Intercom.
Website sync
If you would like Fin to use support content from another public website, go to Fin AI Agent > Train > Content and select Website sync under "Add content" to start syncing your website content with Fin.
You can use public URLs* - pages on your website, pricing information, blog posts etc. - and we will import and keep the content synced with the URL source once a week to ensure it’s kept up-to-date.
*Some widely used and/or popular public URL's such as google.com, youtube.com, twitter.com, baidu.com, wikipedia.org, etc. can't be connected and content won't be ingested from them. Please contact our team for the full list of sites this applies too.
Quickly see which pages failed to sync, find out why, and re-sync them from Fin AI Agent > Train > Content so your content stays up to date without the guesswork. Once all content is synced, this content source will become active and can be enabled for Fin.
From Zendesk
If your current knowledge base lives in Zendesk, you can choose to import or sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Zendesk.
Enter your Zendesk subdomain and choose whether to:
Import content - If you want to make Intercom your single source of truth for creating and updating public articles, import your Zendesk help content into Intercom to manage all Fin's content from one centralized place.
Sync content - Public articles that are synced from Zendesk will be shown in Intercom as view-only and can’t be edited. All changes must be made through Zendesk and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
From Guru
If your current knowledge base lives in Guru, you can choose to import or sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Guru.
Choose whether to:
Import content - If you want to make Intercom your single source of truth for creating and updating public articles, import your Guru content into Intercom to manage all Fin's content from one centralized place.
Sync content - Content synced from Guru will be shown in Intercom as view-only and can’t be edited. All changes must be made through Guru and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing or importing external sources from Guru.
From Notion
If your current knowledge base lives in Notion, you can choose to import or sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Notion.
Choose whether to:
Import content - If you want to make Intercom your single source of truth for creating and updating public articles, import your Notion content into Intercom to manage all Fin's content from one centralized place.
Sync content - Content synced from Notion will be shown in Intercom as view-only and can’t be edited. All changes must be made through Notion and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing or importing external sources from Notion.
From Confluence
If your current knowledge base lives in Confluence, you can choose to import or sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Confluence.
Choose whether to:
Import content - If you want to make Intercom your single source of truth for creating and updating public articles, import your Confluence content into Intercom to manage all Fin's content from one centralized place.
Sync content - Content synced from Confluence will be shown in Intercom as view-only and can’t be edited. All changes must be made through Confluence and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing or importing external sources from Confluence.
From Salesforce
If your current knowledge base lives in Salesforce, you can sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Salesforce.
Content synced from Salesforce will be shown in Intercom as view-only and can’t be edited. All changes must be made through Salesforce and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing content from Salesforce Knowledge.
From Box
If your content lives in Box, you can sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Box.
Content synced from Box will be shown in Intercom as view-only and can’t be edited. All changes must be made through Box and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing content from Box.
From Freshdesk
If your content lives in Freshdesk, you can sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select From Freshdesk.
Content synced from Freshdesk will be shown in Intercom as view-only and can’t be edited. All changes must be made through Freshdesk and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing content from Freshdesk.
Document360
If your content lives in Document360, you can sync this content with Intercom to make it accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select Document360.
Content synced from Document360 will be shown in Intercom as view-only and can’t be edited. All changes must be made through Document360 and will automatically propagate to Intercom with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.
Learn more about syncing content from Document360.
Upload a document
If your content lives in (PDF) documents, you can upload these files to make them accessible to Fin. Go to Fin AI Agent > Train > Content and select See all under "Add content" then select Upload a document.
The text content from the file will be scraped and made available for Fin to use within minutes. Content from these documents are a private source so your customers will not see any link references to them in Fin's answers and the content is only there to be used by Fin to improve answer quality and coverage.
Learn more about uploading and managing documents in Intercom.
Segment and filter Fin content by audience
Once you've added content for Fin, you can set up audiences so Fin knows which content to use for each customer.
It's easy to see which content is available for each audience from Fin AI Agent > Train > Content. Simply select the Audience dropdown and select an audience(s) to filter and see content that belongs to this audience.
Preview Fin with your content
From Fin AI Agent > Train > Content you can preview Fin with your enabled content. Use the interactive Preview on the right to start asking Fin some questions, and see how it responds using your content.
Learn more about how to preview Fin with your content.
Manage content for Fin
When you release feature updates or product changes, you’ll be able to quickly locate and update the relevant content for Fin. All content for Fin can be found and managed from Fin AI Agent > Train > Content.
If you're also using Intercom to manage your Help Center, Copilot, or internal knowledge base, you can do this from Knowledge. Here, you can organize your public and internal article folders by product or feature, making them easier to find and keep up to date.
Learn more about managing your content effectively in Knowledge.
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