Train
Train Fin to get the best results for your customers
42 articles
View the Fin changelog
Sync and manage websites
Upload and manage documents
Create and manage snippets
Optimizing content for Fin
Content types and when to use them
Content tagging
Manage audiences and targeting for Fin
Sync content from your Salesforce help center
Use AI-powered content recommendations to improve Fin
Sync content from your Zendesk help center
Sync content from Box
Sync content from Document360
Sync or import internal articles from external sources
How to set up Fin Tasks
Create data connectors for Fin
Fin Tasks best practices and examples
Add MCP connectors for popular apps or custom MCPs
Fin Tasks and Data connectors explained
How attributes can power your Fin Tasks, escalations, workflows, and data connectors
Designing and using your APIs with Data Connectors
Fin Procedures explained
Quick start: Create a simple Fin Procedure
How to use data connectors in Fin Procedures
Building Fin Procedures
Transitioning from Fin Tasks to Procedures
How to write instructions in Fin Procedures
How to write code conditions for Fin Procedures
How to run sub-procedures
Report on Fin Procedures
Fin Procedures FAQs
Run simulations for Fin Procedures
Procedures vs. Tasks vs. Workflows
Manage procedure versions and publishing
Code block tool in procedures