The best Agent for customer service, now on Salesforce
Perfect customer experiences no longer come with a migration project. Fin resolves 76% of customer queries on average, and handles multi-step queries end to end. Your customers get fast, accurate answers. Your team stays on Salesforce.
- #1 IN PERFORMANCE BENCHMARKS
- LEADER ON G2
- FIN MILLION DOLLAR GUARANTEE
Fin seamlessly integrates with your existing setup.
Fin integrates seamlessly with Salesforce - reading and updating data, following your routing and automation rules, and working within your existing setup to deliver accurate, on-brand support.
Personalizes answers & updates SFDC
Fin uses the Salesforce data you choose to share to generate accurate responses, and writes updates - like field changes, transcripts, and summaries - back to the fields you've approved.
Connects directly to Salesforce
Fin uses your existing knowledge base articles, case fields, contact records, and Flows to deliver accurate, personalized responses, without any disruption to your current setup or processes.
Insights from every interaction
Fin's integration with Salesforce can analyze historical Cases and Live Chats to power Fin Insights, an AI-powered product that helps you monitor performance, explore Topics, and optimize Fin.
Configure Fin to work like your best agents.
Define exactly how Fin operates - from tone and routing to handoff rules - so it fits your workflows, complements your team, and resolves complex queries with accuracy and reliability.
You control when and how Fin hands off to your team. Every handoff includes the full conversation transcript, field updates, and a summary - so agents have all the context they need to respond quickly and effectively.
Fin follows your routing logic and Salesforce rules to triage, escalate, or resolve cases. Whether it's handing off live or creating a new case, it uses the fields and values you define.
Use synced Salesforce data to configure Fin by customer segment, support tier, or region - so every experience is tailored and on-brand.
Resolve queries across every Salesforce channel.
Fin works across key Salesforce channels - including email, web, and chat - so every customer gets faster, personalized support, no matter how they reach out.
Salesforce Cases
Fin responds directly to cases assigned through your rules or Flows. It can handle any case - whether it comes in via email or a web form.
Fin Messenger
Fin handles live chats on your website or app. It can hand off to a live agent or convert the conversation into a Salesforce case - with all the context your team needs to respond effectively.
Fin Voice
Connect Fin with your telephony system to deliver natural, AI-powered voice support. Calls are logged as Cases in Salesforce, complete with summaries and metadata for reporting.
Give every agent an AI assistantin their Salesforce inbox.
Copilot is a personal AI assistant embedded directly in Salesforce Service Cloud. It gives agents instant access to trusted answers, content suggestions, and relevant case insights - so they can resolve issues faster, reduce manual effort, and stay focused on high-value conversations.