Fin Product Area

Hi,I would like to set filters via URL. Is that possible? This is especially useful since intercom does not support filtering by company:client_name Example:suggestion of filter Thank you,  

Why isn't there a way to embed an inframe in the help center? This seems like a must-have!

Our help center content often tells customers to contact support directly. However, when customers are writing in, Fin is pulling in that recommendation even though they are already in contact with Support. It is a bit redundant since they are already contacting support. Any recommendations on how to handle this? Can we block Fin from stating that at all? 

HiI was wondering if anyone has stumbled upon the issue with tickets having a requirement for input, like thisbut when they are not filled in, the conversation still gets closed because we use “disable customer reply” and turned off duplicate conversations. Is there any way to define the state of a ticket so you can design a workflow to send a message to the customer: “Hey, you don’t seem to have filled in your details, do you need help with anything? when they input is required but they have not typed in anything?I know the function “collect customer” reply in the workflow can be used for replies, but not for tickets that are not filled in by the customer. Is there any way to track this and nudge the customer based on it?I am grateful for any tips or help!​

Hi,  So, we have a case where virtual servers can mean different things to different customers. A customer can ask how do I back up virtual machines, and Fin suggests an answer on how to do it for Nutanix while the customer is using our solution for VMware. Is there a way we can feed customer data into a Fin workflow so that Fin can guess the intent of the question and provide a more accurate answer?

We need to automatically generate reports with comments for agents or admins, but the Intercom Excel report files do not contain the roles.Could you send us Excel files with the role information for each user?

How can I sort companies alphabetically by name? I want to identify duplicate companies, but I can’t sort them by name.  

Hi! Is there anyone else that finds the ‘User Notes’ or ‘Lead Notes’ too plain? We would love to leverage this feature, but it lacks any formatting options, hypertext links, etc. We don't use any CRM outside of Intercom and consider this feature very limited.Would you find it useful if the feature was more advanced? 

Did you know you can add formatting to User/Lead notes using HTML and Markdown language? Its really useful when you want certain notes to standout.Check out the images below to see what it looks like. I’ve also included the formatting in a code block so you can try it out yourself.  The below has HTML and Markdown elements in it.Headings<h1>Heading level 1</h1> <h2>Heading level 2</h2> <h3>Heading level 3</h3> <h4>Heading level 4</h4><h5>Heading level 5</h5><h6>Heading level 6</h6>TextI just love <strong>bold text</strong>.Italicized text is the <em>cat's meow</em>.This text is <em><strong>really important</strong></em>.Lines can be done 3 ways---___***Blockquotes> This is a blockquote---> This is a blockquote>>> This is nested a blockquote***> #### The blockquote has a heading>> - bullet point 1> - bullet point 2>> *With* more format

In this example (Excel report), the comment 'Simplicity' comes from a user Fábio with ID '4740'. However, in Intercom, we have a different username and domain with the same ID. Yesterday, during the review of the May comments, we noticed 4 cases with this issue. Can you fix the problem or provide me with a correct Excel report?

We would like to end the product tour with a step pointing to the chatbot. Is there a way to do that?

Hello, I am not sure if I’m missing something but I encountered a bizzare behaviour using Intercom classes when trying to login an Identified user. Preface: I’m using Qt for Android and integrating Intercom purely on the Android side. In my login function, I get passed user attributes from downstream. These include base attributes as well as additional custom attributes. In the end I end up with something like.UserAttributes userAttributes = builder.build();Log.i(TAG, "Intercom login userattributes: " + userAttributes.toString()); Which prints out: I MyIntercom: Intercom login userattributes: UserAttributes{attributes={name=Last, First, email=email@provider.com, userId=001abc}, customAttributes={attr1=value1}, companies=[]} Then I tried to create a Registration class to perform login as:Registration registration = Registration.create().withUserAttributes(userAttributes); But this registration class does not have email nor userId populated? I already called the withEmail() and withUserI

I’d like to be able to assign a certain collection of Snippets to only be offered for specific audiences/those with specific user tags, much like we are able to set view rules for Help Center articles.  Is this possible for Snippets, or in the works?

I’m also interested in fetching other report metrics (Median response time, New Conversations) from my account to my app and I’m confused about the API Reporting Docs. I’m attempting to use the Node SDK. I’m not sure if I’m structuring the query correctly or using the proper conversations methods, but I’m getting an undefined in my console. The env variables are properly being read, I’ve tested them in my console. In the code below, I’m trying to get conversation rating from the past 7 days. import { Client, Operators } from "intercom-client";import * as dotenv from "dotenv";dotenv.config();const client = new Client({tokenAuth: { token: `${process.env.ACCESS_TOKEN}` },});client.useRequestOpts({baseURL: ‘https://api.eu.intercom.ioconversations’,});// Get today's dateconst today = new Date();// Calculate the date 7 days agoconst sevenDaysAgo = new Date(today.getTime() - 7 * 24 * 60 * 60 * 1000);// Convert the date to a Unix timestamp (in seconds)const sevenDaysAgoTimestamp = Math.floor(s

When I’m creating a numbered or bullet list, I sometimes need to add a callout in-line. I have tried Shift + Enter, but the callout button is disabled.I have also pressed enter to “exit” the list. I can insert a callout here, but it treats the list as a new one and starts over at 1. instead of continuing the previous numbers.How can I add a callout to a list and still continue the list?

Hi All, I want to create a survey that can be sent out through an email campaign, or through the chat function and for that data to be linked back to the account details. When using a sharable link, the survey data is anonymous, and with the context of my survey it makes the data we receive pointless.  Any help would be great. 

I tried to import external content in the Fin AI Agent--Overview interface, but it has not been completed since yesterday, and the prompt "Importing content, please wait..."The URL provided is the top-level domain The URL is public 

Hello, please could someone point me towards the exact provisions in your contract/service agreement which ensures UK personal data can be transferred outside of the UK in accordance with the UK GDPR. I understand that data centre can be changed from US to EU with some manual efforts.Many thanks 

When closing a ticket, there is a new box that says ‘leave ticket in’. What does this mean?  

I have a custom action that calls my api then stores that response in a custom object. It takes an id, and returns a json with a bunch of values I want to display as buttons. When I do this, I am getting more buttons than objects returned by the api, which I would guess come from previously created custom object instances. How can I make it so that the only buttons created are the ones from the associated custom action? I also have access to an id field that I could filter by, although I haven’t found a way to do so yet.

HelloWe are currently working on making our website accessible and defining it according to WCAG standards, we are aiming for the AA standard.We use Intercom on our website and only the Fin chatbot function. We have the following problem there.The screen readers read out ‘Open Intercom message service’ or ‘Close Intercom message service’ in the launcher, i.e. the attribute is stored. The responsible certification organisation has now informed us that this is not self-explanatory enough. Is there a way to adapt this text to our needs? We would like to store something like ‘Open chatbot’ / ‘Close chatbot’ so that it is really clear what is behind the switch. Any help is greatly appreciated!Thank you!S. 

Hi all,We have started using events to trigger transactional emails and it’s great that we can use the metadata to add content to the email.We want to add a list of things that are pending from the user. The list could be as small as one thing or as big as the user added to their tasks. How can we achieve this ? Ideally iterating over the list and just adding the text that was added to the event metadata. And yes, we’re aware that there’s a limit of 20 metadata parameters and that strings can be a maximum of 255 characters long.Thanks,Aldo 

We are open 8:00 am to 8:00 pm estWe usually get a morning queue since not every agent starts at the same time.Any tips on how I can improve our daily first chat response time for clients that register during business hours?

suggested articles - can i pin certain articles based on the page i'm no in my platform? Also, can i pin videos too?

I have a survey running in our mobile app, with a fallback to email if users do not respond to the survey. At the moment users that submit the survey via email are unidentified. Is there a way to pass a long user info in the survey url to solve this?