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    316 Ideas

    ImmortalNew Participant

    Global Behavioral Rules for FinSubmitted

    We’ve noticed a limitation in how Fin handles instructions when support logic spans multiple categories or requires conditional behavior.Currently, instructions are expected to fit neatly into isolated sections/intents. However, some support scenarios require layered logic that combines:topic classification, policy enforcement, escalation restrictions, conditional responses, and fallback behavior.A good example is our “custom code” support flow.In this case, we need Fin to:recognize requests related to CSS, PHP, JS, SQL, regex, or custom code in general; clearly explain that these cases are outside standard support scope according to our policy; still attempt to help when possible; avoid suggesting escalation to a live agent if Fin cannot solve the issue, because the live support team follows the same policy and cannot provide custom coding assistance either; only address escalation if the customer explicitly requests a human agent; and in that case: remind the customer about the policy, explain that the live team has the same limitations, and suggest alternative resources such as community help or custom development services. Right now, Fin tends to:split such logic across multiple sections, recommend restructuring instructions into separate categories, or fall back to default escalation behavior.This makes it difficult to implement nuanced support policies where:the topic, escalation behavior, and communication strategy must stay connected within a single instruction flow.

    Trevor
    Innovator ✨
    TrevorInnovator ✨

    Fin Ai Agent Access to Tracker Tickets for SMART bug Categorization, handling, and communicationSubmitted

    The Problem:We have bugs that arise, just like any other tech company. We’re constantly innovating and pushing updates, and therefore encounter unexpected issues. We typically fix widespread issues and outages very quickly. And we link all customers to a tracker ticket. Fin spends way too much time blindly leading a customer through troubleshooting steps, when there’s a deeper issue Fin is unaware of. How we solve today:It takes a lot of effort to create a snippet, and create guidance for the snippet, to quickly train Fin on a known issue. And then that guidance and snippet has to be manually deleted hours or days later when the issue is resolved. It’s constantly evolving, requiring multiple steps. We create tracker tickets to inform customers and human agents of the progress of issues like this. So I’m training my agents and Fin separately, in two different places. The Dream Scenario: Awareness: Fin is aware of all active Tracker Tickets logged by human agents. Mitigation: Fin automatically offers a workaround to the customer if one is documented. Proactive Subscription: Fin asks the customer if they would like to be notified of updates regarding the bug. Automation: Upon confirmation, Fin automatically links the conversation to the Tracker Ticket and converts the conversation into a customer ticket. Persistence: Fin remains the primary point of contact unless the issue requires human escalation. Resolution Loop: When the Tracker Ticket is marked "Resolved," Fin proactively follows up with the customer to confirm the fix is working for them. Proposed Implementation in IntercomTracker Ticket Settings Add a "Sync to Fin AI" toggle on Tracker Tickets (or enable this by default for specific Ticket Types). When enabled, provide specific AI-optimized fields: Symptoms: Describe what a customer would experience (to help Fin match the issue). Workarounds: Step-by-step instructions for Fin to provide. Target Audience: Specific conditions or user segments impacted. Auto-Link: Toggle option to allow Fin to automatically link users to a Tracker Ticket. Auto-Ticket Creation: Toggle option for Fin to generate a linked conversation ticket automatically upon bug identification.

    Mads EgmoseNew Participant

    Fin AI: draft email replies for human reviewSubmitted

    ProblemFin handles chat well — short turns, fast iteration, low downside if a reply needs a follow-up. Email is a different beast. Threads are longer, context spans days or weeks, and the stakes are higher: customers expect a considered, accurate response, and a wrong reply is much harder to walk back than in a live chat.That makes full autonomy a poor fit for most email conversations. But it doesn't mean Fin can't help. Right now, the gap between "Fin resolves it autonomously" and "agent writes from scratch" is too wide for email — there's nothing in between.ProposalWhen a new email arrives, Fin generates a draft reply using:- The full thread context- Connected knowledge sources (help center, macros, past resolved threads)- Brand voice and tone settings already configured for FinThe draft sits in the conversation ready for an agent to review, edit, or send. A confidence indicator and visible source citations would let agents verify in seconds rather than re-researching the answer.Why this is valuable- Cuts response time without giving up the human-in-the-loop check that email genuinely needs.- Captures Fin's value on conversations that today are 100% manual.- Creates a feedback loop: agent edits become signal for improving future drafts, and eventually for moving simpler email categories toward autonomous resolution.Use caseWe run a marketplace where most supplier-side conversations happen over email. They're rarely fully automatable, but most of what we write is a variation of something we've written before. A Fin draft would save the majority of the writing time per reply while keeping us in control of what actually ships.

    Roy
    Top Expert ✨
    RoyTop Expert ✨

    🚀 Feature Request: "Direct API Mapping" for FinSubmitted

    The Problem: Currently, setting up Fin Data Connectors is a high-friction process. For every action we want Fin to take, we have to manually: Create a new Connector. Define the endpoint. Manually map and explain each data attribute so Fin understands it.  This significantly increases the "Time to Value" for Fin. If I have a complex B2B API with 50 endpoints, it takes days to set up, rather than minutes. ⏳ The Solution: Introduce a "Bulk API Mapping" feature. Instead of manual entry, allow us to provide a URL to our API Documentation (or upload an OpenAPI/Swagger JSON/YAML file) and the Global Authorization headers.How it would work: Doc Ingestion: Fin "reads" the documentation and automatically maps the available endpoints. Semantic Understanding: Since modern API docs are well-designed, Fin can use its native LLM capabilities to understand what each endpoint does without us writing a manual "explanation" for every single one. Global Auth: Set authorization once at the root level rather than per-connector. Selective Enabling: A simple toggle list where we can "Turn On" specific endpoints for Fin to use as Tools.  Why this is a game-changer: ⚡️ Drastically Reduce Start Time: We could go from "Zero to Integrated" in minutes, not days. 📈 Scale Automation: It encourages teams to give Fin more "powers" because the cost of adding a new capability is nearly zero. 🛠 Improved Accuracy: Professional API documentation is often clearer than a human's manual summary, leading to fewer hallucinations during tool calls.  Let’s move Fin from a "manual data connector" model to a "plug-and-play architect" model! 🇬🇧💪#IntercomFin #ProductFeedback #FeatureRequest