Workflows
Automating repetitive tasks for customers and teammates with our no-code visual builder.
By Beth-Ann and 18 others19 authors69 articles
- How to trigger a Workflow
- Audience rules in Intercom
- Customer visits a page
- Customer clicks a website element
- Customer opens a new conversation in the Messenger
- Customer sends their first message
- When a customer calls
- Customer sends any message
- Customer or teammate has been unresponsive
- Teammate changes conversation state
- Reusable Workflows
- How to use Phone Reusable Workflows
- When a conversation receives a CX Score rating
- Troubleshoot your workflow triggers
- Workflows builder explainer videos
- Using the Workflows builder
- Configure workflow trigger settings
- Using actions in Workflows
- How to use branches in Workflows
- Use Wait for Webhook in Workflows
- Add a start over button to your Workflows
- Add videos to Workflows
- Trigger AI conversation summaries using Workflows
- Build inbox automations using Workflows
- Omnichannel support for Workflows
- Preview and set Workflows live
- Manage and troubleshoot assignment Workflows
- Examples of advanced Workflows
- Configure page URL targeting rules for workflows
- How to set up email workflows
- Verifying customer identity with Email OTP workflow step
- Route customer conversations to the right team
- Let Fin AI Agent answer first
- Solve frequent queries with self-serve content
- Ask customers for a conversation rating
- Prioritize conversations waiting for a teammate reply
- Auto-close inactive conversations
- Workflows best practices - tips from power users
- Automating notes, tags, or AI summaries when a conversation is assigned to a team
- Notifying an internal Slack channel when a ticket is resolved
- Notifying an internal Slack channel when a ticket is created
- Configuring and sending a CSAT survey when a conversation is closed
- How to set up an auto follow-up for unresponsive customers
- How to auto reassign conversations from unresponsive teammates
- Route conversations to a team inbox
- Conditional logic and trigger configuration in Workflows
- Re-engaging Fin using a reusable workflow
- Optimizing Workflows with path analysis
- Managing the order of your Workflows
- Auto-close incomplete Workflows conversations
- A/B testing Workflows and using Control groups
- Prevent replies to Workflows for an entirely automated experience
- Route conversations based on team capacity
- Require leads to give their email to start a conversation
- Chatbot CSAT
- Using ticket states in Workflows
- Manage auto-replies and spam from social channels using Workflows
- Hand off a conversation based on timezone
- Multilingual workflows
- How to automatically update ticket states on replies using Workflows