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Set Fin AI Agent live over email

Provide your customers with instant email resolutions using Fin AI Agent.

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

Resolve more conversations, spend less time answering emails, and increase customer satisfaction by providing your customers with instant email resolutions using Fin AI Agent. The seamless AI Agent-to-teammate handover will ensure that only more complex issues reach your support agents.

A custom email domain must be set up first and used as the default reply address in order for Fin to work over email.

Choose to set Fin over email live by:


Fin over email simple setup

Go to AI & Automation > Fin AI Agent > Overview and open the Fin over email tab.

Note:

  • Make sure you've finished adding your content to Fin AI Agent first.

  • You can also add data & actions for Fin to retrieve information from your external systems and apps to deliver personalized answers (or set this up later).

Who will see Fin

First, decide which of your customers can interact with Fin AI Agent. You can allow Fin to provide answers to your users and/or leads.

Click + Add audience rule and use data attributes in Intercom to target your audience further. For example, Fin could be enabled for conversations with users on your free plan.

Use email predicates such "Email to" if you want Fin to respond to emails sent to a specific address.

Then click Save and move to the next step.

If Fin cannot resolve the conversation

Then choose what happens if Fin can't resolve the conversation by assigning it to a particular teammate or team inbox.

Then click Save and move to the next step.

Auto-close abandoned Fin conversations

Choose when to auto-close conversations by specifying a length of time Fin should wait before closing conversations.

Select if you want Fin to automatically close the conversation after customer becomes inactive:

  • If Fin has answered the question, and/or

  • If Fin was not able to answer the question or the customer left before asking any questions.

You can also Customize what Fin says when closing the conversation to make sure the customer got what they needed and remind them they can still speak to your support team, even if the conversation is being closed.

Then click Save and move to the next step.

Ask for conversation rating (CSAT)

At the end of a customer's interaction with Fin AI Agent you can ask them to give a conversation rating by toggling these settings on:

  • 👍 Send CSAT when the customer clicks "That helped" button or replies with a positive message

  • ⏳ Send CSAT if the customer becomes inactive after Fin showed an answer

If a CSAT survey has been configured within a workflow, it will be sent as a separate email. Learn more about Fin AI Agent CSAT.

Preview Fin over email

You can test your Fin over email setup using the preview on the Fin over email tab. Simply click Copy address and send an email from the email address you used to sign up to Intercom with.

You won't be charged for conversations generated through this preview. Learn more about testing and rolling out Fin to your customers.

Review and set live

Once you're done, click Set Fin live 🎉

You'll need billing permissions to set Fin live if the T&Cs haven't been accepted yet. Accepting these terms is mandatory to be able to use Fin AI Agent.


Advanced setup through Workflows

It's possible to further customize Fin AI Agent's behavior and triaging by adding Fin to a Workflow.

If you've added Fin to your existing Workflows, you'll find these under AI & Automation > Workflows when you filter by Type is Using Fin.

Note:


What your customers will see

Fin AI Agent will reply to questions the same way it does on chat. The main differences are how responses are formatted and Fin can also participate in group conversations over email.

When Fin replies to an email, it will:

  • Indicate that it’s an AI agent.

  • Provide the source of the answer (if public to your audience).

  • Give users options for next steps, including speaking to a teammate.

  • Show your email signature.

If the customer's message is not clear, Fin will send a message asking to clarify what they need assistance with.

If Fin AI Agent does not have an answer, it will let the customer know and give them the option to ask another question or talk to a person. Fin will not send any error messages over email like it does for chat (i.e “Oops, something went wrong”). Instead, it will immediately route to your team.

When the customer responds, they have the following options:

  • Reply with additional information.

  • Click That helped button or send a reply confirming the answer helped, which will mark the conversation as a confirmed resolution.

  • Click Talk to a person button or reply asking for help, which will mark the conversation as “Routed to team” and trigger the handover process, if one has been set up.

If a customer clicks on a quick reply button in the email, they'll be redirected to an Intercom-hosted URL with a confirmation message.

Note:

  • The webpage that opens up will use the same styling colors that you have configured for your Messenger.

  • The quick reply buttons will expire one week after Fin AI Agent's email is sent, or if someone replies to the email thread after it was sent.

  • Fin AI Agent will not send any error messages over email like it does for chat (i.e “Oops, something went wrong”). Instead, it will immediately route to your team.

Customers will also receive a follow-up email confirming the action:

  • When a customer clicks Talk to a person (or replies with a variation of this), the handover between Fin AI Agent and a teammate will be triggered.

  • When a customer clicks That helped (or replies with a variation of this), Fin AI Agent will respond and close the conversation - unless otherwise configured.


Filtering spam messages

Fin AI Agent integrates with Intercom’s built-in spam filtering to ensure Fin doesn’t reply to spam emails.

Intercom assigns all inbound emails a score and will filter anything that is deemed to be “spammy”. If you’re missing some messages that you think may have been incorrectly filtered, you can check the Spam folder from the Help Desk.

You will find any messages filtered as spam in this folder. If any have been filtered incorrectly, you can mark the message as Not spam and send it back to the inbox it was originally intended for.

Emails within the spam inbox are deleted after 2 months.

By default, emails marked as auto responders go to your Spam folder but if you need these to appear in your inbox, you can turn off this setting so they are routed to the inbox from Settings > Channels > Email > Advanced.

Do not use your custom domain email address to sign up to newsletters or advertisements. This will prevent Fin from getting involved in these conversations.


Monitor and report on Fin’s email conversations

View Fin's email conversations in the inbox

You can view and monitor all Fin conversations from the Fin AI Agent folder.

Create a dedicated email inbox view by adding the filters “Current channel” or “Initial channel” is “Email”.

Fin over email reporting

You can also report on Fin’s performance over email conversations using the Fin AI Agent report.

Simply use the filters to see email-only data by selecting “Channel is Email”.

If you have access to Custom Reports, you can also use channel data to create your own reports for Fin over email.


FAQs

Is multilingual Fin available over email?

Yes, Fin for email is also multilingual and can assist your customers in different languages. To learn more about this feature and how it works, check out the article Multilingual Fin AI Agent.

How are Fin email conversations and resolutions billed?

Fin AI Agent conversations over email are charged on a per resolution basis, the same as all other available channels.

How does Fin over email work with Customer tickets?

Fin AI Agent over email will respond to Customer tickets the same as it does with conversations. This includes the email setting to auto-convert emails into tickets, where emails will be automatically converted into tickets and Fin will handle the ticket conversation as normal.


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