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How to ensure Fin returns product specific answers in a multi product knowledge base

  • March 4, 2026
  • 3 replies
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Hi everyone,

I’m looking for some guidance on best practices for using Fin with a knowledge base that supports multiple products within the same platform.

Our platform now has three core product areas, and we’ve structured our knowledge base to reflect that. Shared tools are documented as a single canonical “source of truth” article, with product specific context pages that explain how that tool behaves within each product and link back to the canonical guide.


This hub and spoke structure works well for humans navigating the knowledge base, but I want to make sure Fin is also responding with the correct product context when a customer asks a question.
 

The challenge is that some tools and terminology overlap across products, so if a customer asks about something like the email tool, the correct guidance depends on which product they are using. We want to avoid a situation where Fin surfaces guidance from the wrong product area simply because the terminology is similar.
 

For example, a customer might ask about the email tool, which exists across all three products but is configured slightly differently depending on the product type.

I’m trying to understand the best way to ensure Fin prioritises the most relevant product context when generating answers.

Specifically:

  • Are there recommended ways to guide Fin toward the correct product context when similar articles exist across multiple product areas?
  • Has anyone implemented a similar multi product knowledge base with Fin, and how did you ensure Fin provides accurate info for the relevant product

Our goal is to keep a single source of truth for shared tools, while ensuring Fin provides accurate guidance that reflects the specific product the customer is asking about.

From an AI resolution perspective, we’re trying to ensure Fin retrieves the most contextually relevant article set, rather than mixing guidance from different product areas that share similar terminology. I’d be interested to understand whether there are recommended approaches for improving retrieval accuracy in multi product knowledge bases, particularly where articles intentionally share a canonical source but have product specific context layers.

Would love to hear how others are approaching this.

Thanks so much!

Best answer by Nico Magbiray

You should use Audience Rules to show Fin only the articles that match the specific product a customer is using. If you can't identify the product automatically, you can add Fin Guidance telling the AI to ask, "Which product are you using?" before answering. Clear, product-specific titles for your "spoke" articles also help the AI pick the right context every time.

3 replies

Nico Magbiray
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  • Answer
  • March 4, 2026

You should use Audience Rules to show Fin only the articles that match the specific product a customer is using. If you can't identify the product automatically, you can add Fin Guidance telling the AI to ask, "Which product are you using?" before answering. Clear, product-specific titles for your "spoke" articles also help the AI pick the right context every time.


Trevor
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  • March 6, 2026

I think Nico is nailing it. 

The “Context” section of Fin Guidance is specifically for this kind of thing. If you have example questions and chats from customers that has not gone smoothly, I’d save those transcripts. Then head over to the guidance tab, and start adding Context Guidance. Like “If the customer is asking about this product keyword, it could mean two different things based on the product. Ask them to clarify if they’re talking about Product A, or Product B, and then only surface the context that’s relevant to product B. 

If you have data connectors setup, that could also help as well. If you know which product a customer already has, Fin can assume and clarify as well based on the product they’re using. 


Christopher Boerger
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Nico and Trevor nailed the configuration side. I'd add a few things on the content structure itself:

For your canonical "hub" articles:

  • Keep them genuinely product-agnostic — if Fin pulls the hub article, it shouldn't give wrong advice for any product. Think of it as the "safe default."
  • Explicitly link to the product-specific pages within the article text (not just related articles). Fin reads inline links and can follow context.

For your "spoke" articles:

  • Make it clear which product the article is for — in the title, description, and early in the body text. This helps both Help Center search (where title is weighted highest) and Fin's retrieval.
  • Don't just reference differences — restate the core info with product context. Fin may not always pull the hub + spoke together.

One gotcha: If your spoke articles link back to the hub with phrasing like "see the main guide for details," Fin might retrieve the hub instead of the spoke. Consider making spokes more self-contained, even if it means some duplication.

On Audience rules setup: For article-level Audience targeting to work properly, make sure you've got: custom domain on your Help Center, cookie forwarding enabled (see: https://community.intercom.com/settings-security-permissions-22/cookie-forwarding-10198), and a login fallback for visitors who land on restricted content via direct link.

Test with Fin's Preview — ask the same question as if you're a customer on each product and see which articles Fin pulls. That'll show you where retrieval is leaking across products.