Fin Attributes in workflows
Fin Attributes allow you to use AI-detected conversation attributes—such as conversation category or intent—to automate your workflows. When configured correctly, Fin automatically detects these attributes during the conversation and makes them available for use in subsequent workflow steps, including branching and escalation logic.
How to use Fin Attributes in workflows
Set up Fin Attributes
Configure the Fin Attributes you want to detect (for example, Urgency or Topic). These determine what Fin will analyze during customer conversations.
Create Escalation Rules (optional)
Go to Train > Escalation.
Create an Escalation Rule and use one or more Fin Attributes as the criteria for automatic handover to your team.
You can also include additional attributes such as User, or Company attributes.
Add a Fin block to your workflow
Insert a Let Fin handle step in your workflow. Fin automatically detects the configured attributes during this block, no separate “Detect attribute” step is required.
Important: Fin attributes can only be detected after a Fin block runs, not before or without one. This is what enables Fin to be involved in the conversation.
Triage based on Fin Attributes
After the Fin block, add a Branch step.
Set the branching condition to one of your Fin Attributes by searching for it by name.
Define what should happen next. For example:
If the topic Fin detected is Projects, assign to Projects team.
Else, assign the conversation to Tier 2 Support.
Branch based on Escalation Rules
After the Fin block, add an Escalation triggered step.Select the Escalation Rule you created.
Define what should happen next—for example:
If Escalation = Plan cancellation, assign to account Owner.
Otherwise, assign the conversation to Tier 2 Support.
Tip: When searching for Fin Attributes within branch conditions, use the attribute name directly (for example, “Issue”) don’t search for “Detect” or “AI.”
Use Fin Attributes in reports
Automatically filter and segment your custom report using your Fin Attributes to generate insights and analysis about conversation trends.
Use Fin Attributes in conversations for manual QA and review
You can see if a Fin Attribute has been detected in Analyze > Conversations when viewing conversation events in the thread or in the sidebar under "Conversation attributes".
Note: Ensure that you have ‘Show conversation events’ enabled to see the conversation events and reasoning logs.