Need help for building FIN AI Agent | Community
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Hi,

We’re trying to create a FIN AI agent for user interaction on our product support. We want to achieve the following - 

  1. Create a ticket in Intercom and mark it as auto-closed if the person’s issue is resolved already. If the issue is not resolved, ask the person about his/her location and phone/email.
  2. After a ticket gets created and our agent is about to close, it should have the ability to pick and choose options for closure, like via phone, via text, via video.

Hi ​@parth_m3 Paul here from Support Engineering.

1. Auto-close if resolved:
Fin can close cases automatically when the customer confirms their issue is resolved. Tags like fin-soft-resolution or fin-hard-resolution are applied for tracking.

2. Collect info if not resolved:
If Fin can’t help, you can customize the fallback to ask for location, phone, or email this can be done via a Fin workflow or in the Salesforce handoff settings.

3. Closure options (phone/text/video):
Fin doesn’t support resolution type buttons by default, but you can simulate this by adding buttons in the workflow before closing each button can apply a tag like resolved-via-phone.

Let me know if you’d like help setting this up!

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