The Workflow Recipe Book

This recipe will guide you through how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team. Check out the video walkthrough here on how to set up this workflow. 👇 Step 1: Start a new workflow Navigate to the Workflow section of your workspace here. Click the + New Workflow button, typically located in the top-right corner of the screen. From the options presented, choose to build your workflow from scratch.Select Create from scratch. Step 2: Select your trigger Choose the Trigger from Internal process: If teammate has been unresponsive. This Trigger activates the Workflow every time a teammate stops replying, not just the first time. Step 3: Configure trigger rules Inactivity Timer: Set the inactivity timer to control how long to wait for a response from the customer before the workflow is triggered. Audience: Add filters for the conversations if you'd only like the workflow to trigger for certain conversations T

This recipe will guide you through how to set up a Workflow that automatically routes conversations to a specific team based on your requirements. Check out the video walkthrough here on how to set up this Workflow. 👇 Step 1: Start a new Workflow Navigate to Fin AI Agent > Workflows. Click the + New Workflow button. From the options presented, choose to Create from scratch. Step 2: Select your trigger First, select the appropriate Category for your Workflow. For this case, you will choose Start of Conversation. Next, you will choose the specific trigger: When a customer sends their first message. Step 3: Define the audience Now you need to specify & narrow down the audience by configuring the following: Channels: Choose the channels from which the conversation originates. Filters: Add any additional filters to further refine which conversations are included. Once you have configured your audience, confirm your selections with the Done button to proceed. Step 4: Build the Workflow You

This recipe will guide you through how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team. Check out the video walkthrough here on how to set up this workflow. 👇 Step 1: Start a New Workflow Navigate to the Workflow section of your workspace here. Click the + New Workflow button, typically located in the top-right corner of the screen. From the options presented, choose to build your workflow from scratch. Step 2: Select Your Trigger First, select the appropriate Category for your workflow.For this case, you will choose Tickets only. Next, you will choose the specific trigger: If teammate changes the state of a ticket Step 3: Define the Audience Now you need to specify which tickets will trigger this workflow. You can narrow down the audience by configuring the following: Ticket Type: Select the specific type of ticket that should trigger this notification. Channels: Choose the channels from which the tickets or

This recipe will guide you through how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team. Check out the video walkthrough here on how to set up this workflow. 👇 Step 1: Start a New Workflow Navigate to the Workflow section of your workspace here. Click the + New Workflow button, typically located in the top-right corner of the screen. From the options presented, choose to build your workflow from scratch. Step 2: Select Your Trigger First, select the appropriate Category for your workflow.For this case, you will choose Tickets only. Next, you will choose the specific trigger: When a ticket is created. Step 3: Define the Audience Now you need to specify which tickets will trigger this workflow. You can narrow down the audience by configuring the following: Ticket Type: Select the specific type of ticket that should trigger this notification. Channels: Choose the channels from which the tickets originate. Filters

This recipe will guide you through how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team. Check out the video walkthrough here on how to set up this workflow. 👇 Step 1: Start a New Workflow Navigate to the Workflow section of your workspace here. Click the + New Workflow button, typically located in the top-right corner of the screen. From the options presented, choose to build your workflow from scratch. Step 2: Select Your Trigger First, select the appropriate Category for your workflow. For this case, you will choose During conversation only. Next, you will choose the specific trigger: If teammate changes the conversation state. In the Trigger settings, select the Closed state. This ensures the workflow activates only when a teammate closes a conversation (not when a bot or Fin AI closes it). Step 3: Configure Audience Rules (Optional) Use the Audience section to set additional rules or conditions, such as t

This recipe will guide you through how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team. Check out the video walkthrough here on how to set up this workflow. 👇 Step 1: Start a new workflow Navigate to Fin AI Agent > Workflows. Click the + New workflow button. From the options presented, choose to Create from scratch. Step 2: Select your trigger First, select the appropriate Category for your workflow. For this case, you will choose During conversation. Next, you will choose the specific trigger: When customer sends any message. Note: This trigger activates the workflow every time a customer sends a message, not just the first message in a conversation. Step 3: Configure trigger rules Channels: Select which inbound channels (e.g., web, email, WhatsApp) you want this workflow to apply to. Audience: Add an audience rule for the "Team assigned". Select the specific team(s) you want this workflow to apply to. This

This recipe will show how to set up a workflow that adds a note, applies tags, or inserts an AI summary note when a conversation is assigned to a team. Check out the video walkthrough here on how to set up this workflow. 👇 Step 1: Start a New Workflow Go to the Workflows section in your Intercom workspace here. Click + New Workflow (usually at the top-right of the screen). Select Create from scratch. Step 2: Select Your Trigger Choose the Trigger from During Conversation: If customer has been unresponsive. This Trigger activates the Workflow every time a customer stops replying, not just the first time. Step 3: Configure Trigger Rules Inactivity Timer: Set the inactivity timer to control how long to wait for a response from the customer before the workflow is triggered. Audience: Add filters for the conversations if you'd only like the workflow to trigger for certain conversations This ensures the Workflow only runs if the conversation matches the filters. Channels: Select which Inbou