Give AI Fin user specific context

Question

Before Fin AI starts drafting their response I want to give a short text input likeThis user is on the {plan} price plan with the following quotas: x seats, y integrations, ...they are using custom features: {a}, {b}, {c}Relevant metrics- metric_1: value_1- metric_2: value_2- ... so that the chatbot can give a much more contextual answer. This feels like low hanging AI fruit to get a much better answer. (ideally it also looks at some whitelisted custom data attributes (CDAs) / user tags)As far as I know this functionality does not exist.My proposal is to inject this via the javascript ( https://developers.intercom.com/installing-intercom/web/methods/#intercomboot-intercomsettings ) or via the backend REST API (for example via CDAs)Alternatively:  I could define a private help article that is scoped only to this person? (via https://www.intercom.com/help/en/articles/2982784-control-who-can-see-your-articles ).  But this really feels like a hack and not sure if it will be picked up by fun.Any suggestions?

Nathan Sudds · Accepted Answer

@Pro Backup I love this idea and I suspect you could accomplish most if not all of it using Fin’s Custom ActionsOr if not, you could make a feature request for whatever is missing for you to be able to accomplish it this way because I’m sure the Intercom team will be interested in this use case.The other thing I’m thinking is that if you have most of this information in Custom Attributes in Intercom already for the user then Fin should already have access to some of that context as it says this is supported although it doesn’t support CVDAs it does support CDAs:Support for CDAsHere’s some use case examples as well for Custom ActionsThe other thing that may be helpful is to create Audiences in Fin so you can provide content targeted to a user’s plan levels and specific feature access as well becausethat might be helpful to you.Setting up Audiences in Fin​​​​​​​​According to the page linked above “Once this audience is saved, it is then possible to apply it to any of your Fin AI Agent content.”This should help make sure your users get to the right info based on their plan level and features especially.At the same time I also feel like it would be very interesting to have a dynamic prompt that’s populated by info from the CDAs that you could craft with dynamic variables as well. I’m not sure if that’s possible at this time but might be worth requesting in addition to what’s possible with custom actions too.Hope this helps!

Ebenezer.Laleye · Answer

Hi @Pro Backup! Ebenezer here from Engineering Support👋.Regarding your two questions…The descriptor section you see when you are editing attributes would’t be used be FIN but this would be a really cool feature to add. I canbring this up with the product team as a feature request to see if this is something they can implement.Fin currently doesn’t utilise custom actions in any way but I do believe this is in the works!😉Hope this help!

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