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Intercom FinClay

Clay moved support out of Slack, and now AI solves up to half of it

In plain words

Clay's support lived in a 20,000-member Slack community. It added Fin across channels so customers get answers anywhere.

What happened: The share solved by AI rose from 20% to 45–50%.

Source: fin.ai ↗

⏱ About 3-7 days to set up🎓 No-code beginner

How to do it yourself

Our suggested steps. The company didn't publish theirs.

  1. 1

    Export the top questions from your community Slack and support inbox.

  2. 2

    Rewrite your help articles for those topics so each has one clear answer.

  3. 3

    Connect Intercom Fin to your helpdesk and knowledge base and paste the prompt below as its instructions.

  4. 4

    Run it on 50 real past tickets and fix every wrong or vague answer.

  5. 5

    Go live on one channel, review a sample every week, then add channels.

The instructions to give the AI

Paste this into Intercom Fin (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.

This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.

Agent instructions (prompt)

You help customers of [product] in chat, email and Slack. Answer from the docs provided, show the exact steps with menu names, and link the doc. If the question is about a bug or data loss, collect the workspace ID and hand to a human. Be brief and friendly.

[Highlighted] = replace with your own details before you run it.

What you should get back: "In Clay, go to Table > Enrich > Add column > Email finder. Doc: [link]."

Written by Quickly and Good, inspired by this case.

More detail: tools, prices and what you'll need

The company used: Intercom Fin

You could use: Intercom Fin

Prices from each tool's own pricing page, checked Oct 2026.

What you'll need

  • ☐A help desk or chat widget on your site (e.g. Gorgias, Tidio, Intercom)
  • ☐A knowledge base: FAQs, shipping/returns policies, product info
  • ☐Connection to your store or orders (e.g. Shopify) so it can look up orders
  • ☐Tone and rules for what the AI must never promise
  • ☐Testing against 50+ past tickets before going live
  • ☐Hand-off to a person when it is unsure or the customer is upset

Can I do this myself?

Yes, for most small shops. The built-in setup does the heavy lifting; the real work is writing a good knowledge base and testing.

Useful? Vote so others find it.

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