Answered

Can Fin perform actions based on the user?

  • 29 March 2024
  • 3 replies
  • 65 views

Can Fin AI bot authenticate a user and allow the user to perform certain actions specific to the user?  I’ve explored custom objects and actions but it seems to me that anyone using the Fin AI chatbot would be able to ask questions related to it. 

For example: Retrieving order info, requesting refunds, listing all my orders/products specific to the logged in user.

 

Thanks

 

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Best answer by mateusz.leszkiewicz 2 April 2024, 14:12

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Userlevel 2
Badge +4

Hi Gideon, It’s Mat from the Support Engineering Team 😀

If you have your Intercom chatbot installed for logged in users, your customer will be identified automatically when they log in to your website.

It is possible to create a workflow that will automatically send your customers information about their orders.

Please reach out to us if you need any help setting this up.

Hey Mat,

Thanks for your reply! I’m still having trouble setting up the workflows. Would it be possible if I set up some time with you to walk through this together?

Userlevel 2
Badge +4

Hi Gideon,

Please reach out to us via Messenger in your inbox workspace, and one of my colleagues will help you set everything up as quickly as possible.

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