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    ⚙️ Pre-release checklist — Intercom go-live

    Internal — Vemco team. This is the task list to work through in the Intercom UI before the Intercom release goes live (guided tours, onboarding, Fin AI support for users logged into the Vemco platform). Everything here needs a human in a settings screen; none of it could be done through the content API. Tick items off as you go.

    🔴 Critical — audience boundaries (do first)

    Two internal collections currently sit in the same Help Center that Fin serves to customers. Until their audience is restricted, Fin could surface internal/super-admin content (impersonation, branding, other companies' data, missing-licence lists) to end customers.

    • Restrict the Administration collection (ID 19661440) to internal/partner audiences — in Help Center collection settings and Fin → Content sources.

    • Restrict the Internal Vemco collection (ID 19661446) the same way.

    • Verify in the Fin preview that asking a customer-style question does not return content from either collection.

    🟠 Fin & onboarding build (Intercom builders)

    These are built in Product Tours, Series/Outbound and Surveys — not via the article API. Full step-by-step targets and message copy are in the two build-spec files prepared for the team (tours spec + Series copy).

    • Create the space_segment custom attribute (values: retail, mall, office, facility, admin, partner) — via a first-login Survey or pushed from the platform.

    • Build the Welcome tour (shared, 5 steps).

    • Build the 6 segment/role tours (Retail, Mall, Office, Facility, Admin, Partner), each ending with a link to its Help Center path.

    • Build the onboarding Series — Survey → tour → Day 2 / Day 7 / Day 14 messages, branched by space_segment, with an activation goal so nudges stop once a user is live.

    • Gate the Partner and Admin tours + Series branch to internal/partner users only — never shown to ordinary customers.

    • Confirm tours are set to show once, not every login.

    🟠 Re-engagement & "what's new" automations (platform users)

    Both react to what a logged-in Vemcount user does, using Intercom's native activity tracking (the Messenger is installed in the platform). Both are Series-orchestrated — a tour only renders in-app, so it shows on the user's next login. Full build steps and copy are in the automations build-spec file.

    • Re-engage inactive users (30 days): Series entered on last_seen > 30 days → re-engagement email → auto-start a short re-activation tour on next login. Set a goal (returned within 7 days) and a cooldown so low-frequency users (e.g. facility managers) aren't nagged. Suppress users mid-onboarding. Consider per-segment inactivity windows (a retailer logs in daily; a landlord monthly) so the rule doesn't misfire.

    • "What's new" on significant platform/docs updates: build once as a reusable team-launched Series + short tour. When a significant update ships, turn it on (audience = active users, optionally segment-gated), show a 2–4 step tour whose last step links the updated article, then turn it off after ~2 weeks. Intercom has no "article changed" trigger — the team decides what counts as significant and switches the Series on; define that in a short runbook line.

    🟡 Help Center cleanup

    The API has no hard-delete, so these must be deleted in the Help Center UI. All are already drafts (not live), so there's no customer exposure — this is tidy-up only.

    • Delete the 7 old "DELETE —" draft articles: IDs 12115486, 13010436, 14495027, 14497605, 14499309, 14994765, 14994777.

    • Optional: if you consolidate the two internal collections into one, move the 18 Administration articles into Internal Vemco, then delete the empty Administration collection.

    Reference — what's already done (no action needed)

    • Help Center reorganised: 11 collections, sensor guides consolidated, calculators + administration collections built.

    • Onboarding paths published: general "Start here", self-service map, 4 frontend segment paths + selector, admin path, partner path.

    • Internal content moved into Internal Vemco (Fin config guide, Admin path, Partner path).

    • 18-article Administration reference built from the admin manual (evergreen, live numbers stripped).

    Build-spec files delivered separately to the team: onboarding tours spec, Series message copy, and the re-engagement / what's-new automations spec. Keep them alongside this checklist when building in Intercom.

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