I lead our Customer Success Team overseeing our Account Management and Customer Service Departments. We offer on-demand workspaces around the world and building out Fin for auto-responses is very important for immediate responses to users trying to book spaces.

I have updated Fin with more of a user friendly approach adding in empathy and such and now working on Work Flows so Fin can respond accordingly to the types of users asking questions/needing assistance in Chat and Emails.

Does anyone have any amazing approach that they have built out that has provided great results?  Looking to have Fin respond asking 1) what type of user they are 2) choice of topics to select from and then 3) hoping to then have Fin provide the articles to our help center directing them on the answers.  Has anyone built out a format like this?  Any lessons learned that you could share?

Also, anyone here used the Account Management features?  What is your experience best practices that you have found valuable?

So much to learn!

Thanks

Kristi - SVP, Customer Success

Upflex