Intercom app

Get customer conversations to the right team right away with this handy Workflows template.

Route customer conversations to the right team

Put Fin on the front line and reduce your team's inbox volume.

Let Fin AI Agent answer first

Help customers to help themselves with this simple Workflows template.

Solve frequent queries with self-serve content

Gather invaluable customer feedback after every interaction with this simple Workflows template.

Ask customers for a conversation rating

Ensure that your waiting customers receive timely responses with this easy Workflows template.

Prioritize conversations waiting for a teammate reply

Follow up, manage, and close abandoned conversations automatically.

Auto-close inactive conversations

Tips gathered from customer interviews with Workflows power users.

Workflows best practices - tips from power users

Learn how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team.

Automating notes, tags, or AI summaries when a conversation is assigned to a team

Learn how to set up a workflow that automatically sends a notification to a Slack channel whenever a new ticket is created.

Notifying an internal Slack channel when a ticket is resolved

Notifying an internal Slack channel when a ticket is created

Set up an automated workflow in Intercom to send a Customer Satisfaction (CSAT) survey every time a conversation is closed.

Configuring and sending a CSAT survey when a conversation is closed

Learn how to set up Workflows that follow-up with unresponsive customers.

How to set up an auto follow-up for unresponsive customers

Learn how to set up Workflows that assign conversations when a teammate has become inactive.

How to auto reassign conversations from unresponsive teammates

Learn how to set up a workflow that automatically escalates conversations to a specific team based on your requirements.

Route conversations to a team inbox

Learn the difference between conditional logic and trigger configuration for building effective Workflows.

Conditional logic and trigger configuration in Workflows

Re-engaging Fin using a reusable workflow

Victoria Larragy

Tom Prentice

Shauna O'Brien

Quick guides to some of our most popular Workflows templates

Workflows templates

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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.

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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.

{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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