As well as engaging visitors, you can use Workflows to target and upsell your users.
Here are some examples:
Upsell customers: Grow your business by encouraging customers to use more products.
Provide proactive support: Provide users who haven’t finished setting up a feature with ways to get help.
Announce features: Launch new features to users in a fun and engaging way with a video.
Allow customers to self-serve with external data, such as tracking an order or rescheduling a delivery.
Book meetings with high-intent customers: Automatically invite users to book a meeting with your accounts team after they show intent to act, such as viewing your upgrade page.
Workflow messages will always appear to be sent from Fin AI Agent, you cannot replace it with a teammate. You can however personalize Fin's identity from Settings > AI & Automation > Automation.
Get started
Go to Automation > Workflows and click New workflow.
Choose Create from scratch and use the trigger "Customer visits a page".
Start building your Workflow with a an engaging welcome message. You can add text, emoji, GIFs, attachments, images, video, Product tours, and even apps.
If you choose to end a path with follow up actions, you can complete the path in a number of ways, including tagging the customer, assigning it to a team, sending an app, closing the conversation and more.
For example, if a user selects 'Yes, let's talk upgrading', you share an app for them to book a quick call with a sales rep.
It's also important to give uninterested users a quick exit to their interaction with your Workflow. For example, if users chose ‘Not right now’ (Path D), you could simply share an upcoming webinar and close the conversation.
Trigger rule
For outbound Workflows (e.g. "When a customer visits a page") you'll need to select when to Show workflow until:
Seen (default) — Send the Workflow to customers once, then not again, whether or not they interact with or dismiss it.
Any interaction happens — Send the Workflow to customers consistently, until they engage with it (choose a Workflow path), open the Messenger, or dismiss the notification.
Engaged with — Send the Workflow to customers consistently until they engage with it by selecting a Workflow path.
If they dismiss the Workflow or open the Messenger, it will be hidden for the remainder of their session. When they start a new session, the Workflow will be shown again, until they engage with it.
If you're using Frequency alongside 'Show workflow until', the Workflow will send again on the next frequency date, even if it's already been Seen, Interacted, or Engaged with.
Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts