Fin audiences are reusable customer segments that you define using People and Company data. You can then apply these audiences across various Fin features to deliver personalized experiences.
Key principles of how audiences work:
Define once, reuse everywhere: Build powerful audiences from People and Company attributes (e.g.,
plan = Premium,country = IT,monthly_spend > 10k) to control how Fin uses content, guidance, data connectors, tasks, and workflows.Default to "Everyone": Any content, guidance, data, tasks, or workflows that are not assigned to a specific audience are considered "untargeted." This untargeted material is available by default to all customers, including those who belong to other audiences.
Create and manage audiences
Step 1: Ensure your helpdesk data is synced
Before setting up audiences based on data attributes, ensure the attributes are synced and available in your Fin workspace.
To make the attribute usable in audience targeting rules, you need to:
Create the attribute in your helpdesk (e.g. Zendesk or Salesforce).
Wait a few seconds then refresh your Fin workspace and navigate to Settings > Zendesk / Salesforce integration and click the + icon to see which new fields you can sync over.
Once synced, use the attribute in your audience rules for targeting. đ
Step 2: Set up audiences for Fin
To define new audiences for Fin's content and guidance or manage existing ones:
Go to Settings > Data > Audiences.
Click New audience and give it a descriptive name.
Add audience rules using Person, Company, or Conversation data attributes you have available.
Save the new audience. Once this audience is saved, you can then reuse it across Fin brand identities, content, guidance, data connectors, tasks, and workflows.
Note:
If you're using synced attributes, youâll see a live preview of the audience it matches. (Previews are unavailable for conversation data attributes.)
If your attribute isnât showing in the audience filtering options, it may be because the attribute exists only in your Fin workspace and is not synced from your helpdesk (e.g. Zendesk or Salesforce). Attributes created solely in your Fin workspace are used only for filtering reports.
If the attribute still isnât showing up after syncing, try a hard refresh. The sync may take a few minutes to complete.
Step 3: Apply audiences
Apply to content:
Go to Train > Content.
Select one or more content items.
Click More actions > Change audience.
Choose the relevant audience(s).
Note:
If no audience is applied, Fin will use the content for Everyone.
Fin will use only content relevant to the audience rules during AI answer generation.
Apply to guidance:
Go to Train > Guidance.
Select or create guidance.
Choose the audience from the Audience dropdown.
Apply to data connectors:
By applying a Fin audience to data connectors, you can choose which external data sources, like your store or CRM, Fin can use for each customer group.
Select or create a data connector.
Choose the audience from the Who it's available for dropdown.
Apply to Fin Tasks:
By applying a Fin audience to tasks, you can choose which tasks are triggered for each customer group.
Go to Train > Procedures.
Select or create a task.
Click on the task trigger (in edit mode).
Choose the audience from the Audience dropdown.
Apply to Fin workflows:
By applying a Fin audience to workflows, you can choose which workflows are triggered for each customer group.
Go to Deploy.
Select or create a workflow.
Click on the workflow trigger (in edit mode).
Choose the audience from the Audience dropdown.
Select multiple audiences
It's possible to select multiple audiences for an individual content item or piece of guidance, in this case they are treated like an âORâ rule - so if Audience A and Audience B were selected for the same piece of content, Fin would be able to use that content for any user that matches Audience A, or Audience B, or both.
Create custom audiences for specific tasks and workflows
You can still create a Custom audience for tasks and workflows using attributes and predicates if you need a specific audience set up for one particular task/workflow. There's also an Everyone option that can be selected to include all users, visitors, and leads.
Improve Fin with audience-segmented AI suggestions
Use your Fin audiences to make AI-powered suggestions more accurate and relevant. By segmenting suggestions, Fin analyzes conversations belonging to specific customer groups to help you identify automation gaps. This allows you to tailor your support content and data to the precise needs of each audience. For a step-by-step guide, see our full article on how to use AI suggestions by audience.
Step 4. Review and test your audience setup
You can review your audience configuration before your customers interact with Fin. This allows you to see exactly where an audience is being used.
Review your audience setup
Visit Settings > Audiences and select an audience to see a summary of all items where Fin is using this audience.
Note:
Content is counted at the article, page, or snippet level. This means that if a single website has 1,000 pages, itâll count as 1,000 articles.
Guidance counts each block of guidance.
Data connectors counts each connector.
Tasks counts each Fin Task.
Workflows counts each workflow.
Items that are not targeted, are accessible to âEveryoneâ. This means that they will be counted in the âEveryone" bucket, but also in the count of all existing audiences.
Validate Fin's audience rules
You can use Batch Testing to check Fin's answers for a specific audience.
Go to Test.
Select the Audience you want to test from the "Testing as" dropdown menu.
Review Fin's answers to the test questions to ensure they are accurate for that customer segment.
You can also use Fin previews to quickly check Fin's answers or behavior in the context of adding new content, guidance, etc.