Fin AI Agent now integrates directly with your existing support platform on Salesforce, resolving up to 86% of your volume without migrating platforms. Simply import your knowledge base and connect Fin to your existing ticketing and messaging channels. When Fin isn’t able to resolve, it'll seamlessly hand off to your team in Salesforce.
You have full control over how and when Fin interacts with your customers —adjusting Fin’s tone of voice, answer length, actions, and routing to your human teammates — all through a simplified Fin workspace, without needing technical support.
Note: This integration has managed availability. If you're interested in getting access, contact sales.
Key benefits
Maintain your existing platform: Keep your team on Salesforce while leveraging advanced AI capabilities.
Quick implementation: Set up in under 1 hour with minimal technical support.
Seamless handoffs: When Fin can't resolve an issue, it automatically transfers to your human team.
Available across multiple channels: Deploy Fin on cases (email, forms, etc.) and live chat.
How Fin works
Train: Give Fin access to your support content, define its communication style, and set escalation rules to ensure it delivers accurate and helpful responses.
Test: Before launching Fin, validate its responses by asking real customer questions, refining content, and making necessary improvements.
Deploy: Set Fin live within Salesforce, whether in live chats, cases or a combination, and define how it interacts with customers and escalates issues.
Analyze: Use reporting tools to monitor Fin’s performance, optimize responses, and continuously improve how it handles customer inquiries.
Fin integrates with
Salesforce cases (email, forms, etc.)
Fin Messenger with hand-off to Salesforce cases.
Salesforce Messenger
coming soon.
Pricing
We've structured our pricing to balance affordability with sustainability:
Base Fee + Inclusions model: $49/month including 50 AI resolutions
Pay as you grow: $0.99 per additional resolution
Team-friendly: Unlimited teammates with no additional seat costs
Cost control: Set usage limits to manage your monthly spend
Get started
For now, this integration has managed availability. Contact us if you're interested in getting access.