Last updated 8 June 2026
Projects / Fin AI Enablement

Fin AI Enablement

Initiative / AI Support Transformation

Target / 22nd June 2026 +13 days

Enable AI-powered support automation with Fin Messenger

Open in Linear

Configure Fin to handle high-volume support queries by integrating with backend systems and setting up key procedures (e.g. order status, tracking). This project focuses on enabling automated resolutions and reducing manual support workload following the Intercom migration.

Status

In Progress

Target

22nd June 2026 +13 days

Lead

Oliver Soar

Teams

Platform, IT Support

Project updates

Recent status notes posted directly on this project in Linear.

1 shown

Ian Lovell

29 May 2026

The next focus is setting up Fin-first workflows, defining guidance best practices, preparing batch testing, and scoping the supporting procedures and Help Centre content needed for automated resolutions.

Initiative updates

Recent updates shared from AI Support Transformation because this project has limited direct update history.

2 shown

Ian Lovell

16 Apr 2026

After a session with Professional Services, we’re reviewing migration options for moving existing support data from Front to Intercom, with a focus on simplifying the transfer and speeding up the migration.

Ian Lovell

12 Mar 2026

Initial discovery and solution discussions with Intercom have been completed. SOPs, ticket/topic data, and example API payloads were shared to help shape how support knowledge and workflows could be surfaced to the AI agent.

Current work is focused on defining the knowledge base structure and integration approach, with exploration underway around exposing structured articles for Intercom to consume.

Next steps are to continue testing this integration approach alongside the broader Intercom trial.

Issues

Grouped by current Linear workflow status.

12 total

In Progress

5

  • PLT-280 - Batch test Fin questions
    In Progress
  • PLT-252 - Configure Fin
    In Progress
  • PLT-247 - Create API endpoints for WISMO Fin functionality
    In Progress
  • PLT-205 - Review WISMO support procedure
    In Progress
  • PLT-141 - Add updated knowledge base content
    In Progress

Todo

4

  • PLT-284 - Review Messenger widget settings
    Todo
  • PLT-283 - Review help centre
    Todo
  • PLT-231 - Add Intercom user sync for email updates
    Todo
  • PLT-194 - Share Front smart CSAT baseline data with Intercom
    Todo

Done

1

  • PLT-262 - Patient tickets in Admin site display incorrect status
    Done

Backlog

2

  • PLT-260 - Review Fin test workspace
    Backlog
  • PLT-255 - Add Intercom Messenger to DE site
    Backlog