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    Evie LynchNew Participant

    Feature request: let Fin add a colleague into a conversation and continue it over emailSubmitted

    When Fin identifies that a conversation needs a specific person, I want it to be able to add that person into the conversation directly, with the thread continuing over email outside of Intercom. Fin makes the introduction, the customer and my colleague are both on the thread, and they carry on together from there.Think of it as Fin brokering a warm handoff: "I've looped in Hannah from our team, she'll take it from here" and from that point it's a normal email thread between the lead and Hannah, with the conversation history attached.Our use caseNew business leads come through Fin on our help centre. We've set up a procedure so Fin collects the lead's name, email and company. The person who follows up is a BDR who works out of email, not Intercom.What we want is simple: Fin finishes qualifying, adds the BDR into the conversation, and the whole thing continues as an email thread between the lead and the BDR. No copy-pasting details, no relay through another team, no dead end where the lead is told "someone will be in touch."Today that handoff isn't possible. Conversations can only be assigned or mentioned inside Intercom, and notifications only reach Slack channels or Intercom users. The conversation can't leave the platform with a new human participant on it.What we're not asking forNot Fin for Sales. Our account manager has already advised our inbound lead volume doesn't justify setting it up, and we agree. This isn't a qualification or playbook problem, it's a handoff problem, and it applies beyond sales: finance, legal, and partner contacts all sit outside Intercom too. Not a notification. An FYI email about the conversation still leaves the lead sitting in a closed chat. We want the person added into the conversation so it continues with them on it.

    JHarlowe
    JHarloweConnector

    More Granular Permissions Set For ProceduresSubmitted

    Summary: We'd like the ability to grant teammates access to create and edit Fin Procedures without also giving them visibility into or access to Workflows, automation settings and other sensitive operational areas of our Intercom workspace. Current Behavior: Today, Procedures live within the Fin AI Agent tab, which is accessed via the "Can view Fin and Automation settings" permission. This same permission also exposes Workflows and Simple Automations. There is no way to grant procedure-building access in isolation, any teammate who can work on procedures can also see workflows. To prevent teammates from editing workflows, we can withhold the "Can manage Automation settings and inbound Workflows" and "Can manage outbound Workflows" permissions, but those teammates will still have full visibility into workflow configurations, which is not ideal from an access control and operational security standpoint. Requested Change: Introduce a dedicated permission (e.g., "Can manage Fin Procedures") that:Allows teammates to create, edit, and manage Fin Procedures Does not expose Workflows, Simple Automations, other automation settings or operationally sensitive areas of the workspace Can be granted independently of any workflow-related or data / security related permissionsUse Case: We want to involve subject matter experts and content contributors in building and refining Fin Procedures, teammates who understand our processes deeply but should not have access to the broader automation and workflow configuration of our workspace. Today, there's no clean way to enable this without overexposing sensitive operational settings. Desired Outcome:A permission model that lets us confidently delegate procedure authorship to a wider group of teammates, with clear boundaries that protect workflow integrity.

    Daniel Rönnberg
    Daniel RönnbergActive User

    Hide unused Fin roles in content settingsSubmitted

    We only use Fin for Service, but when managing which roles content should be used for, Sales, Service, and Ecommerce are all shown as options. I can turn Sales off, but Service and Ecommerce appear to be linked, meaning Ecommerce cannot be turned off without also turning off Service. Likewise, turning Service on also turns Ecommerce on.From a user perspective, this is confusing because it looks like these roles can be managed independently, even though they cannot. Since we don’t use Fin for Sales or Ecommerce, I’d ideally like the option to hide or disable those roles entirely from our workspace, or at least have clearer UI messaging explaining that Service and Ecommerce are linked.The current setup creates unnecessary friction when managing content because I have to keep seeing and accounting for roles that are not relevant to our use case. It also makes the settings feel more complex than they need to be for teams that only use Fin for support/service.Suggested improvements: Allow admins to hide or disable unused Fin roles at workspace level. Allow Service and Ecommerce content settings to be managed independently. If they must remain linked, make this explicit in the UI before users try to toggle them. Consider simplifying the content management experience for teams that only use Fin for Service. This is not blocking us from using Fin, but it adds avoidable confusion and makes content governance harder than it needs to be.