Fin Support

Find and configure all of your workspace settings in one place.

Your workspace settings

How to add or remove teammates in your Fin workspace and manage permissions for view-only or full access.

Adding or removing a teammate

How to sync data from Zendesk and allow Fin to use it.

Sync data from Zendesk

How to resolve user or organization data sync issues between Zendesk and Fin

How to sync Salesforce Account attributes into Fin to power workflows and message personalization.

Sync Salesforce Account data

Import conversations from Zendesk or Salesforce to unlock Fin Insights across your entire conversation history.

Sync ticket/case history

How to use Fin's multi-brand features with Zendesk to deliver brand-specific AI support experiences.

Use multi-brand with Fin for Zendesk

Learn how to create and use conditional data attributes for advanced conversation management.

How to use conditional conversation attributes

Learn how to bulk upload options for your list attributes.

Upload list attribute options via CSV

Log in to Intercom with SAML SSO using Okta, OneLogin or another identity provider.

Integrate with an identity provider and log in with SAML SSO

Learn how to customize the identity, tone of voice, and length of Fin's answers for more control over your AI Agent experience.

Customize Fin AI Agent's personality

Help prevent unauthorized access, reduce the risk of phishing attacks, and gain better control over how your team signs in.

Protect your account with 2FA, Google Sign-On or SAML SSO

Add a security email address to your workspace to ensure we can reach the right people in the event of a security incident.

Provide a security contact for your workspace

Prevent unauthorized access by restricting which IP addresses can access your workspace.

Restricting access to your Fin workspace using IP restrictions

How to force teammates to re-authenticate after a set period of time.

Set a custom session length for teammates on your workspace

Setting up and managing your Fin workspace.

Workspace and integration

Create a custom design with text, images, and links

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