Blueprint Workbook:
Launching an AI Agent for Customer
Support
If your support team is stuck answering the same questions while complex issues keep stacking up, it’s hard to improve anything because you’re always in reaction mode.
This workbook by Intercom is a practical field manual to help you build a clear business case, choose the right approach, and launch an AI Agent pilot with success metrics tied to customer experience, team efficiency, and operational impact.
In this workbook, you will learn how to:
- Build an AI-first business case that goes beyond cost per ticket and reflects real outcomes and true human effort
- Pinpoint the work worth automating
- Run a focused evaluation: define success, test with real scenarios, and score performance
- Track the metrics that matter
- Roll out with a phased deployment plan, clear owners, and the right data + knowledge connections
Download the Workbook
Download the Workbook
About Fin
Fin is the Customer Agent company that is helping businesses deliver perfect experiences across the customer journey – from support, to sales, to ecommerce. Powered by its own AI models, Fin is the highest-performing AI Agent on the market today. It provides higher quality answers and resolves more complex queries than any other AI Agent, and works across every channel. Founded in 2011, Intercom became one of the fastest growing companies and remains one of the largest private software companies in the world with nearly 30,000 global businesses using Intercom and Fin to transform their customer support.
