How to get an AI Agent to handle complex queries

Most support teams don’t use AI in a way that meaningfully shifts how their operation runs. You need AI that handles complex queries—high-effort, multi-step tasks. Here’s practical guidance on how to get AI to this work in a way that’s safe and scalable.

What's inside

Practical guidance to help AI resolve complex queries safely and at scale

Most support teams only use AI for easy FAQs, but that doesn’t deliver meaningful results. You need AI to handle high-effort, multi-step tasks to see measurable business impact.

What "complex" really means

01Teams assume that "complex" means "rare," when in practice, it's everywhere, from multi-step tasks to clarifications.

Required AI Agent capabilities

02To trust an AI Agent with complex, high-value work it needs strength in three areas: accuracy, reliability and control.

The 4 steps for setup

03Learn how to set up an AI Agent that understands your operations and safely automates high-value, multi-step workflows.

Automate your most complex workflows

Access your guide

Learn how AI Agents can handle complex, multi-step customer queries. This guide outlines the essential capabilities and four steps to safely automate advanced workflows.

Testimonial

What top AI leaders are saying

Fintech Customer

When [an AI Agent] began handling account and subscription conversations, it impressed us right away. In some cases, it handles these conversations even better than our team—and customers love how fast they get answers.

Michelle McGowan, Director of Operations at Rocket Money

Seamless integration

Fin works with any helpdesk

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.