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Fin for Zendesk tickets: How does it work?

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.

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.

Screenshot of an Intercom workflow showing the 'Let Fin answer' step configured for Zendesk ticket handling.

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.

Screenshot showing a customer composing and sending an email, which will create a ticket in Zendesk.

  • Fin responds directly to the customer via email, because that was the Zendesk channel that the ticket originated from.

  • With the right training, Fin should be able to resolve their query.

Screenshot showing Fin's reply sent directly to the customer via email, with the Zendesk ticket marked as solved.


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.

Screenshot of an Intercom workflow showing the 'Hand-off to Zendesk agent' step configured after the 'Let Fin answer' step.

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

  • The end user responds with "Ask a person", which triggers the "Hand-off to agent" step in your workflow.

  • Note: The end user doesn't need to use the exact phrase here. Anything that matches the meaning will work.

Screenshot showing the email reply options presented to the customer, including an 'Ask a person' option to request a human agent.
Screenshot showing the customer's email reply asking to speak to a person, which triggers the handoff step in the workflow.

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

Screenshot showing Fin sending a handoff message to the customer via email, using the message configured in the workflow, to let them know they're being passed to a human agent.

Your team's experience

  • In Zendesk, Fin unassigns itself from the ticket, ready for your team to pick it up when they're ready.

  • Fin also adds a tag and marks the status of the ticket as open.

Screenshot of the Zendesk ticket view after handoff — Fin has unassigned itself and the ticket status is set to open, ready for a team member to pick up.

Agent experience

  • Any collected/set data attributes or tags will be added to the ticket.

  • These attributes are updated immediately with every update to the ticket.

Learn more about populating data in Zendesk.

Screenshot of the Zendesk ticket showing collected data attributes and tags that Fin added to the ticket during the conversation.

Agent experience

An agent on your team picks up the ticket and responds

Screenshot showing a human agent in Zendesk responding to the ticket that was handed off from Fin.

End-user experience

The end-user receives responses in their email

Screenshot showing the customer receiving the human agent's reply in their email inbox.

Ready to set up Fin for Zendesk tickets?


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