🧰 Before you start
- An Intercom account with Fin AI Agent
- At least 10 help articles (or you'll write them in step 2)
- Access to add a code snippet to your website
🪜 Step by step
- 1☐
Sign up to Intercom
Start a trial on intercom.com and choose Fin AI Agent.
- 2☐
Add your content
Go to Fin AI Agent > Train > Content. Import your website/help articles or write new ones. Intercom recommends at least 10 published articles for chat.
- 3☐
Preview answers
Use the preview to ask real customer questions and see Fin's answers.
- 4☐
Fill the gaps
For any wrong or missing answer, add or improve an article (the prompt below helps).
- 5☐
Install the Messenger
Add Intercom's chat widget (Messenger) to your website using the code snippet.
- 6☐
Go live to a small group first
Turn Fin on for some visitors only, then everyone once you're happy.
- 7☐
Review weekly
Check unresolved questions and keep adding content.
➕ Extra step: hidden in 🐣 Beginner mode
💬 Copy-paste prompts
Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.
Here are 20 real customer questions we get: [paste].
Group them into topics and write a short help article for each topic: a clear title, a 1-sentence answer, step-by-step details, and related questions. British English, friendly and plain.⚠️ Tips & common mistakes
- Fin is only as good as your articles; keep them up to date.
- Make sure customers can always reach a human.
- Start with one channel (chat) before email.