AI-Agents for 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.
Escalate a client's account question with only approved chat details.
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 toolsDraft replies to customer account emails for the responsible person to approve.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsPass unresolved account cases to specialists with the customer's request.
Your specialists get the customer's request and a clear next step, while former owners know who took over the case.
26 toolsCheck client support history before answering account questions in chat.
Your customers get policy-linked answers to routine account questions, while exceptions reach your support team with the facts in hand.
12 toolsAssign escalated account requests with the customer's earlier messages.
Your escalated support requests reach a named person with the conversation, available files, and a clear next step.
13 toolsReply to clear account questions with approved FAQ answers.
Your customers hear back by email on familiar questions, while tickets needing a personal answer stay open for your support team.
9 toolsPrioritize customer account issues using the support team's rules.
Your team gets clear support cases with owners. Everyone knows which case number to work from.
9 toolsAnswer account service FAQs or open tickets for unresolved chats.
Your visitors get linked answers in website chat, while questions your articles cannot settle go to your support team.
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