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How to introduce Copilot and set your teammates up for success.

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Beth-Ann Sher

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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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Our products explained

What is Fin?

What is Intercom?

Helpdesk glossary

Overview

Plans & pricing

Plans

Usage

Managing your subscription

FAQs

Getting Started

Getting started with Intercom

Setting up the Inbox

Creating content for self-serve and AI-powered support

Leveraging AI and automation

Improving your customer experience

Quick start guides

Your workspace settings

Use Intercom in your preferred language

Invite teammates during your free trial

Add, remove/delete, or export a teammate

Accept an invite to an Intercom workspace

How to use Teammate Alias

Set your default office hours

Share your expected response time

Manage multiple brands in Intercom

Organize team inboxes

Set custom office hours and reply times for your teams

Create additional workspaces

Create a test workspace in Intercom

Create a developer workspace in Intercom

Switching from Zendesk to Intercom

Historical data migration to Intercom

Control teammate and team visibility

How to tailor your AI topics with topic curation

Set a workspace-specific avatar

Manage workspace owners

Understanding translation behavior in Intercom

Setting up your workspace

Manage permissions effortlessly with custom roles

Set up custom roles with recommended permissions

Best practices for adding your Support team to Intercom

Best practices for testing Intercom and going live

Never miss a conversation or sign up

Let people know you're available without disrupting them

Best practices

Getting started FAQs

How teammates get notifications

How your NPS survey responses make Intercom better

How to export a HAR file for troubleshooting

Fin AI Agent explained

Fin for platforms explained

Fin memory

Fin AI Agent

Fin as a Customer Agent for service, sales, and more

Roles

Fin for Sales

Fin for Ecommerce

Fin Operator explained

How to use Fin Operator

Use Fin Operator for knowledge base management

Use Fin Operator for reporting and analysis

Use Fin Operator for guidance rules

Use Fin Operator for procedures

Use Fin Operator for conversation debugging

Use Fin Operator for incident detection and response

Use Fin Operator for teammate performance and coaching

Fin Operator FAQs

AI knowledge management workflow: from setup to content readiness

Run a weekly support performance review with Fin Operator

How Operator credits with your Pro add on

How Operator credits work with a contracted Pro add-on

Fin Operator

Add your content for Fin AI Agent

Customize Fin AI Agent tone of voice and answer length

Provide Fin AI Agent with specific guidance

Fin Guidance best practices

How to create Fin Attributes

Fin Attribute best practices

Using Fin Attributes in workflows, reports, and the inbox

Manage Fin AI Agent's escalation guidance and rules

Use AI-powered content recommendations to improve Fin

Prevent emails from being closed using Fin Guidance

Configure Fin's behavior when no human agents are available

Using the Data Hub to personalize Fin's responses

How to make Fin Guidance apply only during or outside office hours

Ask a teammate for help with Fin's replies (Human in the Loop)

Train

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