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5 great ways to use custom actions and objects in bots
5 great ways to use custom actions and objects in bots

Help your customers self-solve more of their questions with external data.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a month ago

From Quick Commerce, to E-commerce, to Utilities and more - every business can benefit from bots answering customers' questions automatically and effectively. Now it’s more flexible than ever to integrate with external systems and use stored data to power your Workflows. Here are 5 ways you can use custom actions and objects in Workflows with customer-facing bots…

To let Fin provide a personalized answer.

To find an order.

Find a customer's order and its status from an external system

To reschedule a delivery.

Allow a customer to reschedule a delivery slot

To request and process a refund.

Fetch all orders for a customer and allow them to choose refunds

To see meter reads.

Let customers request their energy meter readings

To choose from specific data, such as items, orders and accounts.

Let customers choose from specific data, such as items, orders and accounts

Get started

A great way to get started is to think of common questions that your teammates spend considerable time answering, using information currently not available in Intercom.

Then use this information to power your bots by setting up:

It’s possible to use custom actions without custom objects. You can store data within an attribute on any of the standard objects in Intercom instead (People, Company, and Conversation). Using custom actions with Fin doesn't require custom objects either.


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