Fin Support

Train Fin to get the best results for your customers

Train

Discover which content types can be created natively in Intercom and used by Fin AI Agent and when to utilize them.

Content types and when to use them

How to set up a regular sync of your Zendesk help center articles into Fin.

Sync content from your Zendesk help center

How to set up a regular sync of Salesforce Knowledge into Fin.

Sync content from your Salesforce help center

Sync and manage websites

Using Snippets as another content source for Fin and self-serve support.

Create and manage snippets

Using PDF and DOCX files as a content source for Fin to respond to customers.

Upload and manage documents

How to sync content from Box to use with Fin and Copilot.

Sync content from Box

How to sync your documents from Document360 to use with Fin and Copilot.

Sync content from Document360

How to target content, guidance, data, tasks, and workflows at a specific audience, and ensure Fin is able to match it with the right customer.

Manage audiences and targeting for Fin

Get AI-powered recommendations to improve Fin's content and performance.

Use AI-powered suggestions to improve Fin

Manage your content better by grouping and organizing content with tags.

Content tagging

How to produce support content that's optimized for Fin AI Agent.

Optimizing content for Fin

Help with all of the different types of content that Fin can learn from

Train Fin: Content

Use Fin to automatically classify incoming conversations into defined attributes - so you can route faster and act smarter.

How to create Fin Attributes

Learn how to create effective attribute value names and descriptions to help Fin classify your support conversations with high accuracy.

Fin Attribute best practices

Leverage Fin Attributes in workflows, reports, and conversations to automate routing, generate insights, and enable conversation review.

Using Fin Attributes in workflows, reports, and conversations

Train Fin: Attributes

How to use Fin Guidance to customize responses to match your support policies and communication style.

Provide Fin AI Agent with specific guidance

Learn how to use Fin Guidance effectively to improve Fin's performance and answer relevancy.

Fin Guidance best practices

Set up guidance to train Fin on your support policies

Train Fin: Guidance

Set up Escalations Rules and Guidance to automatically escalate conversations from Fin to the right teammates at the right time.

How to automatically escalate conversations

Train Fin: Escalation

Allow Fin to connect to external systems and handle more complex processes automatically.

Fin Tasks and Data connectors explained

How to set up Fin with personalized answers that require data from external systems.

Create data connectors for Fin

Empower Fin with more data for faster, more accurate customer resolutions with the power of MCP connectors.

Add MCP connectors for popular apps or custom MCPs

Allowing Fin to handle more complex processes

How to set up Fin Tasks

See our best practices and examples when creating Fin Tasks and writing instructions for Fin.

Fin Tasks best practices and examples

How attributes can power your Fin Tasks, escalations, workflows, and data connectors

A guide to using APIs with Data Connectors in your Fin workspace.

Designing and using your APIs with Data Connectors

Train Fin: Tasks

Understand how Fin Procedures and Simulations bring more control, reliability, and simplicity to complex automation.

Fin Procedures explained

Write your processes in natural language and enable Fin to resolve complex queries

Train Fin: Procedures

Create a custom design with text, images, and links

AI Research

Pioneer

View demo

Product Changes

Fin Academy

Built For You

Contact sales

Customers

Webinars

Ideas Blog

Security & safety

Research

Resources

Events

Fin in Action

Sign up

Learn more

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

url(https://downloads.intercomcdn.com/i/o/fin4all/769565/7663a87f0973915dde10fc4d4f64/e45842e7a5337ad24575c5a589b4c242.jpg)