Intercom app

Learn how to use path analysis in Workflows to understand customer engagement, identify drop-off points, and compare performance across versions.

Optimizing Workflows with path analysis

Reorder and prioritize your Workflows to create the optimum customer experience

Managing the order of your Workflows

Close conversations with customers who have stopped interacting with a customer facing workflow

Auto-close incomplete Workflows conversations

How to see which Workflows are performing well and optimize them.

A/B testing Workflows and using Control groups

Offer more automated support for your customers by disabling the composer, for bot-only conversations.

Prevent replies to Workflows for an entirely automated experience

How to route conversations down different paths in Workflows depending on your team capacity.

Route conversations based on team capacity

Only allow leads who give their email address to chat.

Require leads to give their email to start a conversation

Understand customer satisfaction with your chatbot (Customer Facing Workflow) conversations by sending a CSAT survey.

Chatbot CSAT

Use custom ticket states in Workflows to enable more specific and tailored ticket processes.

Using ticket states in Workflows

Manage unwanted spam messages from social channels and the Messenger by automatically filtering, assigning, and closing spam conversations.

Manage auto-replies and spam from social channels using Workflows

How to trigger a workflow from the Inbox when you need to pass a conversation at the end of your office hours.

Hand off a conversation based on timezone

Use multilingual workflows to automate support in different languages.

Multilingual workflows

Learn how to use Workflows to automatically change ticket states when a customer or teammate sends a message in a conversation.

How to automatically update ticket states on replies using Workflows

Liam Keegan

Aparna Balasubramanian

Brian Byrne

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Create your workspace and invite the people you work with.

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

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

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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.

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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.

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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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