Fin Support

A strategic guide to launching Fin across your support channels for immediate and scalable impact.

Introduction to Deploy

This guide shows you how to configure, test, deploy, and monitor Fin Voice for phone support.

Deploy Fin over phone

Deploy

Enabling Fin across channels with handover to Zendesk.

Deploy Fin for Zendesk

Fin for Zendesk tickets: How does it work?

How to configure and customize Fin to handle Zendesk tickets.

Fin for Zendesk tickets: Setup

Fin for Zendesk tickets: FAQs

Zendesk Tickets

Fin for Zendesk messaging: How does it work?

How to configure and customize Fin for Zendesk messaging.

Fin for Zendesk messaging: Setup

Zendesk Messaging

How to configure and customize Fin in the Fin Messenger and pass conversations to Zendesk.

Fin Messenger: Zendesk setup

Fin Messenger: How does it work with Zendesk?

How to ensure a seamless handover in Fin Messenger to a Zendesk agent, correctly assigning the ticket requester.

Fin Messenger: Configure the correct ticket requester in Zendesk with handoff to agent

Fin Messenger

Use this guide to diagnose error codes and resolve common issues with your Salesforce integration.

Fin for Salesforce : fix common integration errors

Enabling Fin across channels with handover to Salesforce.

Deploy Fin for Salesforce

This article guides you through setting up the necessary Salesforce permissions for integrating with your Fin workspace with Cases.

Setting up the required permissions for connecting Salesforce Cases

How to configure and customize Fin to handle cases on Salesforce Service Cloud.

Fin for Salesforce Cases: Setup

Understand how data is pulled from and pushed back to Salesforce when using the Salesforce Cases channel.

Salesforce Cases: How is data synced?

Salesforce Cases

This article guides you through setting up the necessary Salesforce permissions for integrating with your Fin workspace with MIAW.

Setting up the required permissions for connecting Fin Messenger with Salesforce MIAW

How to configure and customize Fin in the Fin Messenger and pass conversations to Salesforce.

Setting up Fin Messenger with Salesforce MIAW

Fin Messenger: Map data using Salesforce Flows

Understand how data is pulled from and pushed back to Salesforce when using the Fin Messenger channel

Fin Messenger: How is data synced with Salesforce?

This guides you through the steps needed in order to install the Fin Messenger on a Salesforce webpage.

Embedding Fin Messenger in your Salesforce portal

What each action does and when to use them in your Fin workflows.

Use actions in Fin workflows

How to route your Fin workflows to the right paths using conditional branching.

Use branches in Fin workflows

How to automatically triage conversations based on specific attributes using AI category detection.

Use AI category detection in Fin workflows

How to pause a workflow and wait for an event in your external system to trigger a webhook request.

Wait for webhook in Fin workflows

Use multilingual workflows to automate support in different languages.

Multilingual workflows

How to manage, create, reprioritize, or delete workflows from your Fin workspace.

Manage your Fin workflows

Learn how to configure Fin to hand over to any support platform using three flexible options.

Hand-off to any support platform

Hand-off from the Fin Messenger to your existing live chat solution so that your end users can get help from one of your teammates.

Hand-off with JavaScript

How to automatically post AI summaries in conversations using Workflows.

Get AI conversation summaries

Integrate Fin into any platform, product, or custom-built channel to deliver fast, accurate answers where your customers need them.

Fin over API

Building and designing your workflow for Fin.

Fin workflows

How Copilot can increase teammate productivity and help you provide exceptional customer service.

Copilot explained

How to use Fin Copilot for Zendesk to enable AI-powered teammate support.

Deploy Copilot to Zendesk

How to use Copilot as a personal AI assistant on your helpdesk.

How to use Copilot

How to use Copilot as a personal AI assistant in multiple languages.

Enable multilingual Copilot

How to create internal articles and enable them for Fin or Copilot.

Create and manage internal articles

How to introduce Copilot and set your teammates up for success.

Prepare for Copilot success

Analyze and report on how Copilot is used by teammates on your helpdesk.

Copilot reporting

Using Copilot as a personal AI assistant on your helpdesk.

Copilot

Create a custom design with text, images, and links

AI Research

Pioneer

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Product Changes

Fin Academy

Built For You

Contact sales

Customers

Webinars

Ideas Blog

Security & safety

Research

Resources

Events

Fin in Action

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Find answers and get help from Intercom Support and Community Experts

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