Intercom Fin を使用してドキュメントから請求およびサブスクリプションの質問に回答する方法

You'll need a paid Intercom plan with Fin AI Agent access, a well-organized and clearly written knowledge base, and admin permissions in Intercom. Fin learns directly from your documented policies and rules, so comprehensive documentation is key.

Yes, it can perform actions, but this requires using "Fin Tasks and Data connectors," which involves a technical setup with API calls and business logic. These action-based resolutions also incur an additional fee per successful completion.

Beyond your Intercom plan, Fin has its own pricing of $0.99 per conversation it successfully resolves. This per-resolution fee can accumulate quickly, especially when Fin is configured to perform custom actions like processing refunds or cancellations.

The quality of your knowledge base is paramount. Fin's answers are only as accurate and helpful as the information it learns from, so unclear or outdated documentation will lead to poor customer experiences and incorrect responses.

This is a common challenge, as Fin primarily learns from Intercom's own knowledge base. Critical internal-only documents or information residing in other tools like Google Docs or Confluence won't be accessible to it, often leading to incomplete or inaccurate answers.

Yes, setting up custom actions with Fin Tasks and Data Connectors is generally considered a technical project. It typically requires someone comfortable with API calls, coding, and extensive testing to ensure reliable functionality with your existing billing systems.

Begin by consolidating all billing information into one place, ensuring clarity and simplicity in your writing, and creating specific Q&A entries for frequently asked questions. Organize these into logical articles and collections within your Intercom workspace for Fin to learn from.