I believe Fin is great when it answers from connected docs, but it gets a lot better when it can see what happened before the user opened chat. I am looking at three ways to make it more proactive:
- page/URL targeting in Workflows
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event-based triggers
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and real-time session context written into internal notes
The real difference seems to be whether Fin only gets a trigger, or whether it also gets the product activity that explains what the user was actually trying to do.
Curious how others here are handling this:
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Are you using URL rules, events, or session notes?
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What’s been most effective in practice?
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Any tips for keeping the thread readable while still giving Fin enough context?
