Fin AI Agent can resolve up to 86% of your support cases, emails and messages on Service Cloud. Fin delivers superior performance, answers more complex questions, and is easier to set up—creating a better experience for your team and your customers.
Works with your existing platform
You can set up Fin on Salesforce in just four steps, and it will start answering questions immediately.
Sync your Knowledge Articles.
Connect to Salesforce using OAuth.
Customize Fin’s greeting and hand-off.
Test Fin and go live.
Channels
Fin on Service Cloud includes all of the latest Fin 2 features & capabilities, and works across the following channels:
Cases (email, web forms)
Live chat on Fin Messenger with handoff to:
Salesforce In-App Messaging (new)
Salesforce LiveAgent (legacy)
Coming soon:
Live chat on Salesforce Messenger
Facebook Messenger
WhatsApp
Instagram Direct Message
Android
iOS
Features
Fin and Salesforce Cases
Fin can resolve cases on Service Cloud while drawing on the conversation history for full context, and structuring every answer specifically to each channel. When a customer sends an email or submits a form, Fin can pick up the case based on your assignment rules and answer it.
Fin Messenger for Salesforce
Fin automatically pushes live chat data into Salesforce Pre-Chat fields. These fields capture essential information like user details and query intent at the beginning of every interaction.
You can map data stored in the Pre-Chat fields to specific Salesforce objects using Salesforce Flows. This allows your team to automate workflows and streamline customer service processes.
Fin and Workflows automations
Easily create powerful drag-and-drop automations with Workflows, Intercom’s no-code visual builder.
Determine how Fin greets a customer
Route questions with AI by topic, sentiment, and more
Triage new cases
Collect customer information like email, name, etc.
Use Custom Answers for specific questions
Summarize the conversation with AI
Hand over to your team
And more
Fin performance insights
Since all cases that Fin is involved in are captured on Salesforce, you can report on them using your reporting tools directly in Salesforce.
You can also track Fin’s quality and performance using a report on Intercom that showcases key metrics and charts, including:
Involvement
Deflection rate
Answer rate
Resolution rate
Impact over time (answer rate, deflection rate, resolution rate)
Resolution state (confirmed resolution, assumed resolution, routed to the team)
AI answer resolution rate
Custom answer resolution rate
Abandoned rate
Routed to team rate
In Salesforce Flows, you can map Fin data fields directly to other objects, enabling automatic assignment into relevant cases or customer information. This enables precise handling of incoming data based on the mapped logic.
Contact sales if you're interested in getting access to Fin for Salesforce.