Scale your AI Agent
Download your copy of the Blueprint Workbook Part 2 Scaling an AI Agent
Learn how to evolve your customer experience, team design, and performance metrics to unlock compounding value across your entire organization.
Scaling an AI Agent for financial services
This workbook helps you move beyond quick wins to scale AI’s impact. Learn how to evolve your organization, operations, and metrics to drive sustained performance and growth.Customer experienceOrganizational & system designEconomics
What's inside
Part 2: Scaling an AI Agent
Part 2: Scaling an AI Agent
You’ve proven AI can deliver results. Now comes the real opportunity: scaling its impact. This workbook will help you move beyond quick wins and unlock compounding value across the entire customer experience.
Customer experience
01Five principles for AI-powered experience design, and what great looks like.
Organizational and system design
02Transform how you hire, structure, and operate to achieve lasting AI performance.
Economics
03Redefine value and evolve your metrics to link support performance directly to business impact.
Move beyond quick wins and unlock compounding value.
Seamless integration
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Set up Fin with your existing helpdesk or as part of the Intercom Customer Service Suite—with support for additional platforms and custom channels.
Key features
- Set up in under an hour.
- Integrates into your current support channels—tickets, email, live chat, and more.
- Follows your existing assignment rules, automations, and reporting.
- Escalates to agents in your preferred inbox.
Pricing
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