Intercom

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

Use Fin Guidance to keep certain topic related chats open for manual review preventing Fin AI Agent from auto-closing these conversations.

Preventing Emails from Being Closed by Using Fin Guidance

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

Auto follow-up for unresponsive customers

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

Auto reassign for unresponsive teammates

Learn how to set up a workflow that automatically routes 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

Victoria Larragy

Tom Prentice

Jennifer

Quick guides to some of our most popular Workflows templates

Workflows templates

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