This article explains how Fin handles Zendesk tickets end-to-end — from the moment a ticket is created, through Fin's response, to what happens when Fin can't resolve the query and hands off to a human agent. Use this article to understand the flow before you set up Fin for Zendesk tickets.
Note: Fin for Zendesk tickets is available on specific Intercom plans. Check your plan details or contact your account manager to confirm access. You'll also need admin-level permissions in both Intercom and Zendesk to complete setup.
How Fin responds to a Zendesk ticket
Tickets in Zendesk can be created in several ways — for example, through web forms or via email. When a ticket is assigned to Fin, Fin reviews the ticket and attempts to resolve it using your knowledge base. You can also configure which tickets Fin should and shouldn't answer.
Your Fin for Zendesk workflow
When a ticket is assigned to Fin in Zendesk, the "Let Fin answer" step in your Intercom workflow is triggered — this is the point where Fin starts responding to the ticket. You configure this step in your Intercom workflow; see the setup guide linked at the bottom of this article.
What the experience looks like
The following table shows an example of how Fin for Zendesk tickets handles an inbound email ticket — from the customer sending the email through to Fin resolving the query.
Description | Visual |
Let's take an example of an customer who sends an email, which becomes a ticket in Zendesk. |
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What happens when Fin can't answer
When a customer is not satisfied with Fin's response on a Zendesk ticket, they can request a human agent. To handle this, add the "Hand-off to Zendesk agent" step to your Intercom workflow. When triggered, Fin unassigns itself from the ticket so your team can pick it up.
Note: Fin for Zendesk tickets currently handles email-originated tickets. There may be limitations around private/internal tickets, certain ticket types, or tickets with unsupported attachments. If Fin doesn't respond to a ticket you expect it to handle, refer to the setup guide and troubleshooting documentation.
What the handoff experience looks like
The following table shows the handoff experience for Fin for Zendesk tickets — what the customer sees, what your team sees in Zendesk, and what the agent experience looks like when they take over the ticket.
Description | Visual |
End-user experience
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End-user experience Fin replies with whatever message you chose in your workflow, to let the customer know that they're being passed to an agent |
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Your team's experience
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Agent experience
Learn more about populating data in Zendesk. |
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Agent experience An agent on your team picks up the ticket and responds |
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End-user experience The end-user receives responses in their email |
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Ready to set up Fin for Zendesk tickets?
Read the Fin for Zendesk tickets: Setup guide or get started now.
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