How are you making Fin more proactive with session context? | Community
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How are you making Fin more proactive with session context?

  • April 20, 2026
  • 3 replies
  • 111 views
G

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

  • event-based triggers

  • 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:

  • Are you using URL rules, events, or session notes?

  • What’s been most effective in practice?

  • Any tips for keeping the thread readable while still giving Fin enough context?

Best answer by Tommy Mains

We have a data connector with Fullstory that provides some of this context for some of our conversations. That could be a promising solution to look into.

    3 replies

    Tommy Mains
    Innovator ✨
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    • Tommy Mains
    • Innovator ✨
    • Answer
    • April 24, 2026

    We have a data connector with Fullstory that provides some of this context for some of our conversations. That could be a promising solution to look into.

    Follow me on LinkedIn: https://www.linkedin.com/in/thomas-mains/
      M
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      Hi Tommy,

      We’re actually looking to integrate with existing full story data to make our SDK compatible with fullstory customers.

      We do a lot of work on structuring the event data you capture from fullstory into workflow completion rate so the chatbot is aware of which workflow each user has and hasn’t done on your UI for better personalised assistance

      Once all this data is fed into your copilot the next step is to make the chatbot proactive and provide personalised visual guidance - would love to brainstorm on how we could help you.

      My linkedin is: https://www.linkedin.com/in/marieliesse-gouilliard-24a160175/

        K
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        Thank you for sharing this here! I hadn’t yet started to explore session context and after implementing it via our own backend tweaks, I can see that it’s already improving our replies. 

        We brought in session data from our app that provides Fin with the last 5 pages a user was on. For our set up personally, we have a lot of locations in the app where similar questions can be asked. IE: “How do I add a thumbnail” - which could have different instructions depending on the page you’re on. 

        Adding the page context has helped our instance of Fin to be a bit more reliable already. Excited to see how this progresses! 

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