Everything we configure on Intercom/Fin.
From plan selection to advanced AI and automation.
Intercom Standard CX Implementation Packages
Team Ready
Messenger configuration & User authentication (web)
Email connection & authentication
Team inboxes & Assignment
General workspace settings
Help Center configuration
Office hours & SLA
Back office & Customer tickets workflows
Customer satisfaction survey (CSAT)
Pro Setup
Messenger configuration & User authentication (web)
Email connection & authentication
Team inboxes & Assignment
General workspace settings
Help Center configuration
Office hours & SLA
Back office, Tracker & Customer tickets workflows
Customer satisfaction survey (CSAT)
Social media integrations Facebook & Instagram
Full Coverage
Messenger configuration & User authentication (web)
Messenger configuration & User authentication (mobile apps)
Email connection & authentication
Team inboxes & Assignment
General workspace settings
Help Center configuration
Back office, Tracker & Customer tickets workflows
Customer satisfaction survey (CSAT)
Social media integrations Facebook & Instagram
WhatsApp integrations
Roles & Permissions
Phone & SMS
Team Ready
Messenger configuration & User authentication (web)
Email connection & authentication
Team inboxes & Assignment
General workspace settings
Help Center configuration
Office hours & SLA
Back office & Customer tickets workflows
Customer satisfaction survey (CSAT)
Pro Setup
Messenger configuration & User authentication (web)
Email connection & authentication
Team inboxes & Assignment
General workspace settings
Help Center configuration
Office hours & SLA
Back office, Tracker & Customer tickets workflows
Customer satisfaction survey (CSAT)
Social media integrations Facebook & Instagram
Full Coverage
Messenger configuration & User authentication (web)
Messenger configuration & User authentication (mobile apps)
Email connection & authentication
Team inboxes & Assignment
General workspace settings
Help Center configuration
Back office, Tracker & Customer tickets workflows
Customer satisfaction survey (CSAT)
Social media integrations Facebook & Instagram
WhatsApp integrations
Roles & Permissions
Phone & SMS
We go beyond standard implementations.
Complex workflows, an existing setup that needs work, or ongoing admin needs — we cover those too.
Optional Add-On
Intercom CX Strategy & Procedures
A fractional Head of Support embedded from day one — defining workflows, escalation paths, Fin AI boundaries, agent protocols, and SOPs during implementation. Then staying on to run live inbox coverage once you go live.
Best for: teams launching without a senior CS operator in place.
What’s Included?
- Contact reason taxonomy & escalation path design.
- Agent workflows & response protocols.
- Fin AI boundaries, procedures & handover logic.
- Help Center content structure & article writing.
- SOPs documented in Copilot or internal system.
- Support agent hiring framework & onboarding plan.
Optional Add-On
Fin AI Training & Optimization
A dedicated Fin AI specialist embedded in your project to build a service, sales, or e-commerce AI agent.
Best for: teams that want Fin to actually resolve customers questions.
What’s Included?
- Conversation analysis & topic mapping.
- Help Center content optimized for Fin retrieval.
- Clarifying questions & escalation rules.
- Multi-cycle testing & refinement.
- Multi-cycle testing & refinement.
- Handover session.
Intercom Custom Workspace Setup
A tailored Intercom workspace designed to fit your unique support, sales, or onboarding processes—built for scale and efficiency.
Perfect for teams looking to streamline support, engagement and onboarding.
How It Works?
We analyse your product, learn how your team works and what you need
Design workflows aligned with your operations and product for support, engagement, onboarding or leads generation.
Configure your Intercom and integrations
Onboard and train your team
Intercom Optimization
Whether you’re scaling, adapting to new tools, or fine-tuning existing workflows, our Intercom Optimization Services give you the expert guidance to elevate your customer experience.
Make the most of your Intercom setup.
How It Works?
We assess how Intercom is configured and how your teams use it.
We streamline or restructure flows for support, engagement, or lead generation.
Fine-tune your Intercom workspace, Fin AI, and workflows
We equip your staff with clear guidance
Intercom Admin Assist Service
Our Admin Assist Service helps you stay ahead of product updates, automation improvements, and team management—without hiring in-house.
Perfect for teams who need expert-level Intercom management, minus the overhead.
What Is Included?
Ongoing updates, we align your setup with new Intercom features
Workspace management, workflows, inboxes, permissions, series, etc
Integration upkeep, maintenance and troubleshooting of connected tools
Support for leads to help answer questions and guide platform use