Intercom app

Choosing the right trigger to start your Workflow.

How to trigger a Workflow

Configure, troubleshoot, and optimize audience rules to target the right customers every time.

Audience rules in Intercom

Use Workflows for customer outreach to target and upsell when a customer visits a page on your website.

Customer visits a page

Trigger a Workflow when customers clicks a button or element on your website.

Customer clicks a website element

How to triage new inbound conversations with workflows for faster, more personal support.

Customer opens a new conversation in the Messenger

How to create Workflows to manage new conversations over a broad range of channels.

Customer sends their first message

How to set up call routing and IVR options for phone using Workflows.

When a customer calls

How to create Workflows to manage inbound conversations or replies over a broad range of channels.

Customer sends any message

Build Workflows that trigger automated messages and manage inactive conversations.

Customer or teammate has been unresponsive

Learn how to measure CSAT and configure conversation ratings in your Workflows.

Teammate changes conversation state

Manage Workflows more efficiently by linking them together and reusing the content.

Reusable Workflows

Create modular IVR segments for consistent, simplified updates across multiple phone lines.

How to use Phone Reusable Workflows

Use Workflows to close the loop, drive follow-up, or reward great experiences.

When a conversation receives a CX Score rating

Identify why a workflow ran or didn’t run for a specific conversation or ticket.

Troubleshoot your workflow triggers

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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