Copilot gives every Salesforce agent a personal AI assistant. Enabled by Fin, it surfaces AI-generated replies from across your support content and past cases—speeding up responses and improving consistency without changing how your team works.

Navigate to Deploy > Copilot in your Fin workspace and connect to your Salesforce production.

This is the same API connection used by Fin for other Salesforce channels, so you might already have it connected.

To use Copilot, you must install the app in Salesforce:

Return to Deploy > Copilot in your Fin workspace to check the “Install the Copilot app in Salesforce” is marked as Done.

You can select Manage app in Salesforce to open Salesforce’s Installed Packages page. Here, you should see Fin Copilot for Salesforce.

For Copilot to be embedded in Salesforce, some custom settings need to be added to your Salesforce workspace:

All you need to do is click Add settings to Salesforce to send an API request. You’ll then be able to see and manage the settings that have been added in Salesforce.

Now you've installed the Copilot app in Salesforce, edit your page layout so you're able to access it.

This allows your agents to add Copilot responses directly to the composer. If the setting is already applied, click Save and refresh.

Fin automatically checks Lightning App Pages to detect whether the Copilot component is present. The deployment step will change to Done once applied.

Copilot costs $35/month per teammate, so you must select which Salesforce agents you’d like to have access. You can give access to Copilot only, or also invite agents to your Fin workspace for those who need to manage Copilot’s training and performance.

Go to Settings > Teammates in your Fin workspace. In the Fin Copilot seat column, assign seats to teammates who need access.

Go to Settings > Teammates in your Fin workspace and click New teammate. Enter the teammate’s email address then select the Copilot Seat option.

You can choose to give teammates one of the following access levels to your Fin workspace:

Invited teammates will receive an email to join Fin and they can create a password and sign in.

They'll be given options of what they can log into, depending on the level of access they were granted.

If your team uses SAML for authentication, you can configure it for Fin Copilot even though the official Okta app is not supported at this time.

You can still enable SAML by following our SAML setup instructions and adding an additional ACS URL.

You must add a custom SSO / ACS URL using one of the following values, depending on your region:

Replace :app_id_code with your Fin workspace ID.

All other configuration steps follow the standard SAML setup process described in our SAML article.

Once a Copilot invite has been accepted, teammates can access the Fin Copilot app from a Salesforce Case/Messaging Session page (if you added the component to these page layouts). They'll be asked to sign in to their Fin account to start using the app.

Now they can ask questions and Copilot will utilize the training it’s been given in your Fin workspace to provide answers.

Go to the Train > Content section in Fin and open the content source you want to enable for Copilot.

Select content items in bulk and click Change Fin Copilot state then click Enable for Fin Copilot.

From the Train > Content section, you can also select Case history from Salesforce and enable the toggle to sync history.

Choose to Sync all or Sync a selection and then filter case history based on attributes.

Your case history can then be enabled for Copilot too. When helping your agents answer questions, Copilot will look through your teams’ conversation history from the last 120 days to find previous answers. This can be limited to specific teammate conversations (e.g. your more tenured support agents).

To preview Copilot, go to Train > Content in Fin. Select Fin Copilot using the dropdown on the interactive preview. This provides an accurate representation of Copilot’s training, so you can understand the way it will answer your agents in Salesforce.

You can also specify which sources you want Copilot to use when generating an answer.

To view Copilot reporting, go to Analyze > Custom Report in Fin.

If you haven't edited this report before, you’ll find a default section at the bottom called “Fin Copilot” which includes the following charts:

If you've edited your custom report, you'll need to add these charts in. To do this, hit Edit and then add a chart and search for Copilot to add your own metrics or visualizations.