Intercom app

A strategic guide to launching Fin across your support channels for immediate and scalable impact.

Introduction to Deploy

This guide shows you how to configure, test, deploy, and monitor Fin Voice for phone support.

Deploy Fin Voice

Deploy

Which triggers are created and what you are able to modify.

Understanding Fin's Zendesk Triggers

Enabling Fin across channels with handover to Zendesk.

Deploy Fin for Zendesk

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…

Fin for Zendesk tickets: How does it work?

Learn how to connect Fin to Zendesk tickets, build your workflows, and customize how Fin responds to customer emails and form submissions.

Fin for Zendesk tickets: Setup

Fin for Zendesk tickets: FAQs

Zendesk Tickets

Fin for Zendesk messaging: How does it work?

How to configure and customize Fin for Zendesk messaging.

Fin for Zendesk messaging: Setup

Zendesk Messaging

How to configure and customize Fin in the Fin Messenger and pass conversations to Zendesk.

Fin Messenger: Zendesk setup

Fin Messenger: How does it work with Zendesk?

How to ensure a seamless handover in Fin Messenger to a Zendesk agent, correctly assigning the ticket requester.

Fin Messenger: Configure the correct ticket requester in Zendesk with handoff to agent

Fin Messenger

Step-by-step guide to installing the Fin for Salesforce managed package, setting up permissions, and connecting Fin Messenger via Bring Your Own Channel.

How to connect Fin to Salesforce

This article is for Salesforce System Administrators setting up Fin AI Agent with Salesforce Cases or Fin Messenger. It is available on plans that include the Salesforce integration — check…

Fin for Salesforce managed package

How to set up the necessary Salesforce permissions for integrating your Fin workspace.

Fin for Salesforce: Required permissions

Connect, configure, test, and deploy Fin across multiple Salesforce environments.

Salesforce multi-environment setup

Enabling Fin across channels with handover to Salesforce.

Deploy Fin for Salesforce

How to configure and customize Fin to handle cases on Salesforce Service Cloud.

Fin for Salesforce Cases: Set up

Understand how data is pulled from and pushed back to Salesforce when using the Salesforce Cases channel.

Fin for Salesforce Cases: How is data synced?

Salesforce Cases

How to configure and customize Fin in the Fin Messenger and pass conversations to Salesforce.

Fin Messenger: Setting up with Salesforce

Understand how data is pulled from and pushed back to Salesforce when using the Fin Messenger channel

Fin Messenger: How is data synced with Salesforce?

Learn how to configure the Fin Messenger handoff to Salesforce agents using Flows and pre-chat attributes.

Fin Messenger: Map data using Salesforce Flows

This guides you through the steps to install the Fin Messenger on a Salesforce webpage.

Fin Messenger: Embedding the messenger in your Salesforce portal

How to generate a Fin JWT to secure the Fin Messenger for Salesforce

[Deprecated] Fin Messenger: Set up JWT authentication for Salesforce Enhanced Chat

How to enable user verification in Salesforce Enhanced Chat.

[Deprecated] Fin Messenger: Enabling user verification in Salesforce

Step-by-step guide to upgrade your Salesforce connection with Fin to use the External Client App and move from Enhanced Chat to BYOC.

Upgrading your Salesforce connection to use the External Client App and support BYOC

Use this guide to diagnose error codes and resolve common issues with your Salesforce integration.

Fin for Salesforce: Fix common integration errors

Common questions and troubleshooting support.

FAQs

A step-by-step guide to connecting Freshdesk tickets and Freshchat live chat to Fin

Freshdesk and Freshchat connection guide

Learn how to connect Fin to Freshdesk to automate ticket responses, sync conversation data, and import your knowledge base.

Fin for Freshdesk tickets: Setup

Set up the Fin Messenger on your site and configure Freshchat as the handoff destination for escalated conversations.

Fin Messenger: Freshchat setup

How Fin keeps each customer in a single open Messenger conversation, what customers see, and how to manage the setting.

Fin for Freshchat: Open one conversation at a time

Current limits for Fin on Freshdesk and Freshchat — tickets, handoff, rollout, data, and reporting. These are fixed limits, not settings you can change.

What Fin can and can't do on Freshdesk and Freshchat

Understand what Fin does when it hands off a Freshdesk ticket and how to set up routing so handoffs reach the right team.

When Fin hands off to your team on Freshdesk

How Fin's tags work in Freshdesk, what each one means, and how to stop your automation rules (and CSAT surveys) firing too soon.

Fin's Freshdesk tags and stopping automations firing early

Diagnose why Fin is connected but not replying to Freshdesk tickets. Work through each check in order to identify and fix the cause.

Why Fin isn't replying to your Freshdesk tickets

Enabling Fin across channels with handover to Freshworks.

Deploy Fin for Freshworks

Learn how to connect Fin to your HubSpot email tickets to automate resolutions, sync conversation data, and manage AI workflows.

Fin for HubSpot tickets: Setup

Learn how to set up Fin Messenger with HubSpot to resolve website inquiries and seamlessly hand off complex issues to your HubSpot inbox.

Fin Messenger: HubSpot setup

Current limits for Fin on HubSpot tickets, handoff, rollout, data, reporting, and channels. These are platform constraints, not settings you can change.

What Fin can and can't do on HubSpot

What each Fin tag means on HubSpot tickets, why fin-resolved fires early, and how to stop your workflows, CSAT surveys, and other automations misfiring.

Fin's HubSpot tags and stopping automations firing early

What Fin does when it hands off a HubSpot ticket, why handoffs can sit unassigned, and how to fix common routing issues.

When Fin hands off to your team on HubSpot

A step-by-step troubleshooting guide for diagnosing why Fin isn't picking up or replying to HubSpot tickets, covering workflows, pipeline mapping, seat, ownership, and routing.

Why Fin isn't replying to your HubSpot tickets

Enabling Fin across channels with handover to HubSpot.

Deploy Fin for HubSpot

What each action does and when to use them in your Fin workflows.

Use actions in Fin workflows

How to route your Fin workflows to the right paths using conditional branching.

Use branches in Fin workflows

How to pause a workflow and wait for an event in your external system to trigger a webhook request.

Wait for webhook in Fin workflows

Use multilingual workflows to automate support in different languages.

Multilingual workflows

How to manage, create, reprioritize, or delete workflows from your Fin workspace.

Manage your Fin workflows

How to deploy Fin and hand off to any support platform using URL redirects, JavaScript, or Data connectors.

Deploy Fin on other support platforms

Hand-off from the Fin Messenger to your existing live chat solution so that your end users can get help from one of your teammates.

Hand-off with JavaScript

How to automatically post AI summaries in conversations using Workflows.

Get AI conversation summaries

Integrate Fin into any platform, product, or custom-built channel to deliver fast, accurate answers where your customers need them.

Fin Agent API

How to manage and troubleshoot URL attributes in Fin Messenger conversations.

Use URL attributes in Fin Messenger conversations

Get real-time notifications for Fin’s responses in Zendesk and automate follow-up actions.

How to subscribe to webhooks to receive notifications for Fin replies

Learn how to control who Fin responds to by setting targeting or exclusion rules for email conversations.

Configuring Fin to target or exclude specific users for email responses

Learn how to use the Email OTP step in Workflows to securely verify customer identity with a one-time password.

Verifying customer identity with Email OTP workflow step

Building and designing your workflow for Fin.

Fin workflows

How Copilot can increase teammate productivity and help you provide exceptional customer service.

Copilot explained

How to use Fin Copilot for Zendesk to enable AI-powered teammate support.

Deploy Copilot to Zendesk

How to use Fin Copilot for Salesforce to enable AI-powered teammate support.

Deploy Copilot to Salesforce

How to use Copilot as a personal AI assistant on your helpdesk.

How to use Copilot

How to use Copilot as a personal AI assistant in multiple languages.

Enable multilingual Copilot

How to create internal articles and enable them for Fin or Copilot.

Create and manage internal articles

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

Prepare for Copilot success

Analyze and report on how Copilot is used by teammates on your helpdesk.

Copilot reporting

Using Copilot as a personal AI assistant on your helpdesk.

Copilot

Create a custom design with text, images, and links

AI Research

Product Changes

Built For You

View demo

Fin Academy

Webinars

Contact sales

Customers

Ideas Blog

Security & Safety

Research

Resources

Events

Fin in Action

Start free trial

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Connect your stack

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

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.

Deploy

Articles

Collections