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

Describes the fields and permissions set up by the Fin for Salesforce unlocked package

Fin for Salesforce unlocked package

Enabling Fin across channels with handover to Salesforce.

Deploy Fin for Salesforce

How to set up the necessary Salesforce permissions for integrating your Fin workspace with Cases.

Fin for Salesforce Cases: Required permissions

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

Fin for Salesforce Cases: Set up

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

Fin for Salesforce Cases: How is data synced?

Salesforce Cases

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

Fin Messenger: Required permissions for Salesforce

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

Fin Messenger: Setting up with Salesforce MIAW

Learn how to configure the Fin Messenger handoff to Salesforce agents using Flows and pre-chat attributes.

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 to install the Fin Messenger on a Salesforce webpage.

Fin Messenger: Embedding in your Salesforce portal

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

Fin for Salesforce: Fix common integration errors

Common questions and troubleshooting support.

FAQs

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 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

How to manage and troubleshoot URL attributes in Fin Messenger conversations.

Use URL attributes in Fin Messenger conversations

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

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)