Fin Voice answers every call instantly, uses your existing knowledge base to resolve questions, and when human help is needed, seamlessly hands off the call to the right agent with full context. Every call reflects your brand, runs 24/7, and scales without adding headcount.

This guide explains how to test Fin in your browser and deploy it to a live phone number.

We recommend following these steps:

To set up your content for Fin you can follow the guide here: Add your support content for Fin.

The Voice Testing tab lets you simulate calls in‑browser before any real customers are involved.

Go to Deploy > Phone > Voice testing.

Click Settings (top right).

Select a voice from the list.

Update the language you want to use (currently supported are English and Spanish). Edit the greeting copy (you can set different greetings for inside office vs. outside office hours).

If you’ve created multiple voice configurations under Set Fin Live, use the ▼ next to Test to select one and run it here.

When you’re ready, move Fin from testing to a live phone line from Deploy > Phone > Set Fin Live. This is the only way to deploy Fin Voice - it’s not possible to add ‘Fin Voice’ to your existing workflows.

Deploying moves Fin from the sandbox to a real phone line. Work through the settings from top to bottom.

First you will need to connect your phone number by clicking + New line.

Give this line a name and select where you will forward calls from:

All numbers in your workspace appear in the list in the Set Fin live section. Click the edit icon to start configuring the experience.

Decide when Fin should answer:

Fin automatically uses your enabled support content and audience rules.

Set up and enable specific escalation guidance for how Fin handles phone conversations.

Optionally enable AI categories for topic‑based routing.

Choose whether customers are asked to rate their phone experience before the Fin call ends (only when the call is not handed over). Customers can rate their call from 1 to 5 using their phone keypad.

Configure separate behaviors for inside and outside office hours.

If Fin resolves the call, decide whether to auto‑close or assign to a QA Inbox to review it.

You can restrict Fin’s answers to the right customers by scoping its knowledge to distinct audiences.

When an inbound phone number matches an existing user or lead, any audience rules tied to that contact automatically apply—no extra setup required.
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You can customize Fin's behavior for phone calls using Guidance to ensure it aligns with your brand's voice and operational policies. Guidance for Fin Voice functions similarly to guidance for chat and email but is configured in a separate Voice tab.

To add guidance, navigate to Train > Guidance and select the Voice tab. From here, you can create customized guidance for:

Voice Procedures allow Fin Voice to take action during a call by connecting directly to your systems via API — enabling Fin to fully resolve complex queries like processing refunds or credits, updating subscriptions, editing orders, or completing other multi-step workflows. All of this happens in real time, over the phone, without placing the caller on hold or transferring them.

Every Fin‑handled call appears in Analyze > Conversations, including:

These details give your team immediate insight into how Fin performed and what the caller needed.

Go to Analyze > Custom Report and filter by Channel = Phone call. All metrics below apply only to calls made on or after 11 June 2025.

Answered by Fin appears in Last Inbound Call State for all calls Fin handled but did not route to a teammate (e.g. when using Stay on the call escalation mode).

In addition to the Fin AI Agent report, you can analyze your call data within Analyze to get a deeper understanding of performance and conversation topics.

Your Fin Voice calls are included in the Performance dashboard. To see data exclusively for your phone channel, you can apply a filter for Channel is Phone call.

The transcripts from your Fin Voice calls are used to automatically generate topics in Topics Explorer. This helps you easily spot trends and identify areas where your support content or guidance can be improved.

You can connect Fin Voice with a wide range of third-party telephony systems. This allows you to use Fin Voice's powerful conversational AI while keeping your existing phone provider.

Supported platforms include:

There are two primary methods for integrating your system with Fin Voice: using a standard phone number (PSTN) or using a SIP address.

This guide will show you how to connect an external phone line, known as a Public Switched Telephone Network (PSTN) line, to Fin.

This method allows you to forward incoming calls from your current provider directly to Fin for automated handling. The connection works both ways—if a customer needs to speak to a person, Fin can seamlessly escalate the call back to your team on your existing telephony system.

Before you start, you'll need an active phone number in your third-party telephony system (e.g., Amazon Connect) that currently receives your customer calls.

Your first step is to create a new line in your Fin workspace. This process generates a unique phone number that you'll use to forward calls from your provider.

You'll know the setup is successful when you see your new phone number displayed in your Fin Voice settings. Be sure to copy this number for the next part of the process.

Now, you’ll need to configure your current phone provider to redirect incoming calls to the number you just acquired.

Let’s make sure everything is flowing correctly with a quick test call.

If Fin answers, your connection is successful. Fin is now ready to handle incoming calls on that line.

Session Initiation Protocol (SIP) is an alternative method for forwarding calls over the internet instead of through traditional phone networks.

Your first step is to create a new line in your Fin workspace. This process generates a unique phone number that you'll use to forward calls from your provider.

You'll know the setup is successful when you see your new phone number displayed in your Fin Voice settings. Be sure to copy this number for the next part of the process.

Now, you’ll need to configure your current phone provider to redirect incoming calls to the number you just acquired.

Let’s make sure everything is flowing correctly with a quick test call.

If Fin answers, your connection is successful. Fin is now ready to handle incoming calls on that line.