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Fin for Zendesk tickets: FAQs

Updated this week

Why is a conversation marked as "deflected" even though an agent was involved in Zendesk?

In Fin, a conversation is marked as deflected when Fin resolves it or automatically determines that no response is needed—usually because the incoming message has been flagged as junk or spam. This happens before any agent interaction takes place.

You might still see an agent assigned to the ticket in Zendesk, and they might have added internal notes or reassigned it, but if no public reply was sent and Fin previously flagged the message as spam, the conversation will still be counted as deflected in Fin’s reports.

Here’s how it works:

  • Fin’s spam detection identifies certain messages as junk/spam and chooses not to respond.

  • This action marks the conversation as deflected in Fin's reporting (e.g. the Custom Report).

  • However, Zendesk continues processing the ticket normally. That means:

    • Agents can be assigned.

    • Internal notes can be added.

    • The ticket can still go through your regular support workflows.

This setup allows Fin to avoid engaging with potentially harmful or irrelevant content, while your team retains full visibility and control to review and handle anything that was flagged incorrectly.

Can I customize the reply options Fin gives over email?

When Fin replies to Zendesk tickets over email, it will include two reply buttons which can be customized by you:

  1. Under "Fin's reply buttons" section, you can customize Fin's resolution and escalation button text for email communications.

However, Fin will also include the following advice for customers to respond over email:

"Did that help?

  • Reply with "That helped" if this answers your question.

  • Reply with "Ask a person" if you would like help from our team.

  • Just reply to this email if you have another question."

This is built into Fin's responses over email and can't be customized. It is sent to help set clear expectations for the customer about who is providing assistance and how they can receive additional help.

I updated a Zendesk ticket field name, but it still shows the old name when building a workflow. How do I fix this?

If you’ve renamed a ticket field in Zendesk and the new name isn’t reflected in Fin’s workflow builder, it’s likely because the integration needs to be manually re-synced.

To update the ticket field names:

  1. Go to Settings > Zendesk Integration in your Fin workspace.

  2. Click on Topics.

  3. Click Re-sync.

  4. Refresh your browser afterward.

This will update the ticket field names across the Fin platform, including the workflow builder, ensuring they reflect the most recent names from Zendesk.

Why aren’t Fin’s conversation tags appearing in my Fin Custom Report?

This is expected behavior. Conversation tags in your Fin workspace are different from the tags Fin applies in Zendesk.

When Fin interacts with Zendesk tickets, it automatically applies specific tags in Zendesk to help with routing and reporting:

  • fin-involved – Added to any conversation assigned to Fin.

  • fin-resolved – Added when Fin resolves a ticket (either soft or hard resolution).

  • fin-soft-resolution – Indicates a resolution by Fin that the customer hasn’t yet confirmed.

  • fin-hard-resolution – Replaces fin-soft-resolution when the customer confirms that Fin’s answer helped.

  • fin-routed-to-team – Added when Fin hands off the conversation to a human teammate.

However, these tags do not appear inside the Fin workspace and therefore are not included in the “Conversation tag” filter within your Fin Custom Report. Instead, tags visible in that section are only those you’ve manually created and applied within your Fin workspace.

Your Fin Custom Report does include breakdowns on involvement, resolution rates, and handoffs to the team, based on Fin's behavior—just not based on Zendesk tags.

If you want to filter reports using tags like fin-involved or fin-resolved, you can do so directly in Zendesk’s reporting tools where those tags are applied and available.

Why is Fin not sending a response when I send a test email even though the ticket is assigned to Fin?

If your test tickets are being assigned to Fin but you’re not seeing any response, the most likely reasons are either a missing step in your Zendesk workflow or a lack of relevant knowledge for Fin to respond with.

Here are a few things to double-check:

  1. Assignment to Fin: You mentioned the trigger is working and tickets are assigned to Fin, that’s great. When this happens, Fin should apply the fin-involved tag. If that tag isn’t appearing, it may indicate Fin didn’t take action on the ticket.

  2. “Let Fin answer” Step: Fin will only respond if your workflow explicitly includes the “Let Fin answer” step. This is what signals Fin to attempt a response on the ticket. Without this step, Fin won’t reply even if the ticket is assigned correctly.

  3. Knowledge Access: If the setup is correct but Fin still isn’t responding, it’s possible that Fin doesn’t have relevant knowledge available to answer the query. You can test this by sending a question you know is covered in your Help Center or Fin knowledge base.

Here’s our detailed setup guide for Zendesk, just in case: Fin for Zendesk Tickets – Set Up

If you’re still running into issues after checking the above, feel free to reach our to our support team to help troubleshoot!

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