Fin AI Agent is hungry for information. The more you feed it, the better it performs. Fin can use your helpdesk articles, snippets, and external support content, so you can decide exactly which sources of information you would like Fin to use when answering customers' questions.

Fin will automatically generate responses called AI answers by using the support content you add. You'll be able to preview this before going live.

Start adding your content to Fin from Train > Content.

When you visit this page for the first time, you might not have any existing content in your Fin workspace. Quickly add content by selecting from the compatible content sources:

When you visit this page, you might already have existing content in your Fin workspace.

This will be displayed below the Content sources section which indicates what's already enabled for Fin, which content is currently syncing from an external source, which content sync has errors, and which content is available/live but not yet enabled for Fin.

A count indicator shows how much of the content is being used by Fin.

Your existing content can be viewed or enabled for Fin by selecting it from Train > Content, then select the content source(s) you want to enable and click Change Fin Agent state.

Find a list of content sources that are compatible with Fin below. 👇

If you want to create an internal article and make this available to Fin or Copilot, go to Train > Content, then select Internal article under “Add content.”

This will open a new draft article where you can add content. To make this article available to Fin or Copilot, toggle the options to enable for Fin and Copilot in the "Details" panel.

If you want to add a short piece of information such as an FAQ or time sensitive notice and make this available to Fin, go to Train > Content, then select Snippet under “Add content.”

This will open a new draft snippet where you can add content. To make this snippet available to Fin, toggle the options to enable for Fin and Copilot in the "Details" panel.

If you would like Fin to use support content from another public website, go to Train > Content and select Website sync under "Add content" to start syncing your website content with Fin.

You can use public URLs* - pages on your website, pricing information, blog posts etc. - and Fin will keep the content synced with the URL source once a week to ensure it’s kept up-to-date.

Quickly see which pages failed to sync, find out why, and re-sync them from Train > Content so your content stays up to date without the guesswork. Once all content is synced, this content source will become active and can be enabled for Fin.

If your current knowledge base lives in Zendesk, you can choose to sync this content with Fin. Go to Train > Content and select See all under "Add content" then select Zendesk articles.

Content synced from Zendesk will be shown in Fin as view-only and can’t be edited. All changes must be made through Zendesk and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your current knowledge base lives in Salesforce, you can sync this content with Fin. Go to Train > Content and select See all under "Add content" then select Salesforce articles.

Content synced from Salesforce will be shown in Fin as view-only and can’t be edited. All changes must be made through Salesforce and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your content lives in Freshdesk, you can sync this content with Fin. Go to Train > Content and select See all under "Add content" then select Freshdesk articles.

Content synced from Freshdesk will be shown in Fin as view-only and can’t be edited. All changes must be made through Freshdesk and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your current knowledge base lives in Guru, you can choose to sync this content with Fin. Go to Train > Content and select See all under "Add content" then select From Guru.

Content synced from Guru will be shown in Fin as view-only and can’t be edited. All changes must be made through Guru and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your current knowledge base lives in Notion, you can choose to sync this content with Fin. Go to Train > Content and select See all under "Add content" then select From Notion.

Content synced from Notion will be shown in Fin as view-only and can’t be edited. All changes must be made through Notion and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your current knowledge base lives in Confluence, you can choose to sync this content with Fin. Go to Train > Content and select See all under "Add content" then select From Confluence.

Content synced from Confluence will be shown in Fin as view-only and can’t be edited. All changes must be made through Confluence and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your content lives in Box, you can sync this content with Fin to make it accessible to Fin. Go to Train > Content and select See all under "Add content" then select From Box.

Content synced from Box will be shown in Fin as view-only and can’t be edited. All changes must be made through Box and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your content lives in Document360, you can sync this content with Fin. Go to Train > Content and select See all under "Add content" then select Document360.

Content synced from Document360 will be shown in Fin as view-only and can’t be edited. All changes must be made through Document360 and will automatically propagate to Fin with the next sync. However, you can configure the settings for synced articles such as enabling them for Fin or managing audience rules.

If your content lives in (PDF) documents, you can upload these files to make them accessible to Fin. Go to Train > Content and select See all under "Add content" then select Upload a document.

The text content from the file will be scraped and made available for Fin to use within minutes. Content from these documents are a private source so your customers will not see any link references to them in Fin's answers and the content is only there to be used by Fin to improve answer quality and coverage.

From Train > Content you can preview Fin with your enabled content. Use the interactive Preview on the right to start asking Fin some questions, and see how it responds using your content.

Once you've added content for Fin, you can set up audiences so Fin knows which content to use for each customer.

It's easy to see which content is available for each audience from Train > Content. Simply select the Audience dropdown and select an audience(s) to filter and see content that belongs to this audience.

You can schedule when content turns on or off for Fin and Copilot, at a future date, time, and timezone. Set a start date only, or set both a start and end date to create a time-limited availability window. Scheduling applies to individual items or in bulk.

If you're syncing articles from your existing helpdesk (Salesforce, Freshdesk, etc.) you can control whether the "Written by [Author]" line appears on articles linked from Fin. This setting applies across all articles on your Content page.