AI-Agents for Customer Support Coordinators in Financial Services working with Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
Route flagged support chats to teammates and send owners the handoff links.
Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.
32 toolsSend each proposed reply to the teammate assigned to the customer thread.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsPrepare private case notes before specialists take over.
Your specialists get the customer's request and a clear next step, while former owners know who took over the case.
26 toolsRoute unclear account questions with the customer facts already gathered.
Your customers get policy-linked answers to routine account questions, while exceptions reach your support team with the facts in hand.
12 toolsAssign escalated tickets with the customer's history and files.
Your escalated support requests reach a named person with the conversation, available files, and a clear next step.
13 toolsSend approved answers to matching tickets and acknowledge the rest.
Your customers hear back by email on familiar questions, while tickets needing a personal answer stay open for your support team.
9 toolsCheck repeat issues and complete each case before handoff.
Your team gets clear support cases with owners. Everyone knows which case number to work from.
9 toolsOpen tickets with chat context when help articles fall short.
Your visitors get linked answers in website chat, while questions your articles cannot settle go to your support team.
12 tools
