Valiopt

Intercom AI automation

A more controllable automation layer for teams using Intercom

Fin can be effective for answering questions inside Intercom, but Valiopt is built for teams that need specific policy guidance, powerful external integrations, approval paths, and operational workflows that take action across the business.

Specific guidance

Encode policy rules, edge cases, approval thresholds, and escalation paths instead of relying on broad help center guidance alone.

External actions

Connect to Shopify, returns, subscriptions, fulfillment, email, messaging, and custom systems so the assistant can resolve work.

Managed setup

Valiopt designs, configures, integrates, and tunes workflows with your team instead of making CX own complex setup alone.

Why Valiopt

Where Fin can be too rigid for operational support

Policy guidance needs precision

Support teams often need the assistant to follow exact refund rules, warranty logic, return windows, cancellation rules, and exception paths. Valiopt maps those rules into explicit workflows.

External integrations can get heavy

Powerful support automation usually depends on systems outside Intercom. Valiopt can connect to Shopify, Loop, fulfillment providers, ActiveCampaign, WhatsApp, email, and custom internal tools.

Actions need approval controls

Some workflows should execute automatically; others should ask for approval through Slack, Linear, email, or your existing process before running.

Setup should start from real tickets

Valiopt starts with your ticket drivers, policies, edge cases, and backend systems, then builds workflows around how your team actually resolves issues.

Follow-up can span multiple systems

The assistant can keep track of shipping, return, fulfillment, subscription, or internal status changes and follow up when something useful happens.

Cost should map to resolved work

Valiopt focuses on reducing repetitive support workload through resolved actions, not just adding another AI answer surface to the messaging stack.

Workflow coverage

What Valiopt can automate around Intercom

Orders, returns, and exchanges

Use Shopify order context, return rules, product data, and fulfillment state to answer, act, or escalate with a clean summary.

Subscriptions and account changes

Execute allowed subscription updates, delays, cancellations, account changes, or approval requests using your policy logic.

Warranty and delivery issues

Analyze claim evidence, check the original order, detect delivery exceptions, and route replacements, claims, or approvals.

Guardrails

Keep Intercom as the conversation layer, make Valiopt the workflow layer

Valiopt can work around Intercom conversations while handling the external logic, systems, and approvals that make support automation actually resolve work.

Clear handoff summaries
Specific policy guidance
External system action history
Approval paths for sensitive actions
Fallbacks when data is unavailable
Managed workflow setup and tuning

Related

Want to decide what Intercom should automate first?

Share a few representative conversations and the systems agents use to resolve them. We can map the workflow and handoff design.

Plan Intercom workflows