Fin for Sales: Customize the Spotlight Messenger
Configure the Spotlight Messenger's audience and appearance for your sales conversations.
The Spotlight Messenger is Intercom’s AI-first messenger, built specifically for sales conversations. It’s designed to be more visible and inviting than the classic messenger, creating a dialogue-driven experience that guides prospects from curiosity to an outcome.
This lesson is part of the Fin for Sales course.
Prerequisites
Before you begin, make sure the following are in place:
- Fin for Sales access: Go to Fin AI Agent → Sales to get started.
- Messenger installed: You’ll need the Intercom Messenger installed on your site. If it’s not set up yet, follow our installation guide.
- Fin for Sales configured: Your playbook, content, guidance, integrations, and workflow should be in place. Learn how in the Fin for Sales course.
Video transcript
The Spotlight Messenger is Intercom's new AI first messenger built specifically for sales conversations. Unlike the classic messenger, this one's designed to be more visible and inviting, creating a dialogue driven experience that naturally guides prospects from curiosity to an outcome. To set up the Spotlight messenger, you'll need to have the messenger installed on your site. If you don't, follow our guidelines to find out how. And if you already have it set up, you can go to your settings, channels, Messenger, Spotlight. The key setting here is our audience. By default, it shows to all visitors and leads once Fin is deployed for sales, but we can narrow it down and show it to only specific segments or disable it entirely while you roll out gradually. Once our audience is set and we've customized our brand and appearance, we're ready to go live.
Setting up the Spotlight Messenger
To configure the Spotlight Messenger, go to Settings → Channels → Messenger → Spotlight. The key setting is your audience: by default, it shows to all visitors and leads once Fin is deployed for sales. You can narrow this to specific segments or disable it entirely while you roll out gradually.
