Intercom app

Automatically assign conversations from team inboxes to the most available and relevant teammate.

Workload management explained

Learn how balanced assignment works, covering conversation matching, assignment limits, prioritization, and auto-reassignment settings.

Balanced assignment deep dive

Share new inbound conversations evenly among your team with round robin assignment.

Round robin deep dive

Turn on 'Away' mode and reassign your replies when you're unavailable.

Manage teammate inbox status

Set the inactivity thresholds for transitioning teammates to either away or away & reassigning.

Automatic away mode

Use the real-time dashboard to monitor your most important metrics in one place.

Monitoring your team’s workload and capacity

Set specific capacity limits for team inboxes to control workload distribution based on complexity and specialization

Inbox Assignment Limits

Learn how skill-based routing works with balanced assignment to automatically match conversations to teammates whose skills best fit the request.

Skill-based routing

Dawn Perrott

Matthew Pelyhes

Beth-Ann Sher

Workload management

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Create your workspace and invite the people you work with.

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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.

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